Transparency and accountability.

At Ballinger’s, we empower our clients by showing that our deeds match our words. We make sure every pertinent piece of information is disclosed and readily available for you to access. This includes opportunities to engage one on one with the investment managers we work with.

We’re passionate about investing for you, your family, and your future. You will always know what is happening with your investment portfolio and we’ll provide detailed explanations on the reasons for our recommendations. We adjust our advice to match your personal preferences and financial aspirations - ensuring your tolerance for loss is balanced against your desire for improved returns and income.

Working with us.

The one certainty in life is change. We’ll ensure that your investments can respond to changes and opportunities in the market. We’ll recommend what’s appropriate and this may include: direct shares, property, managed funds, fixed interest securities and cash. We can easily incorporate any existing shares and investments into your portfolio. We will also adapt our recommendations to align with your values such as investments considerate of environmental protection or corporate social responsibility.

In the end, it’s up to you which of our recommendations to accept. We will always encourage independent thinking. With Ballingers, you are in control of your investments, every step of the way.

Our advisers are highly knowledgeable on many areas of financial advice, including superannuation (including self-managed super funds), pensions, tax advice, estate planning and management, life insurance, debt management, and margin lending.

You will work with a dedicated team that will understand the ins and outs of your financial needs and will be available for you whenever you need advice. 

  • “Most advisers concentrate on managed funds, but Ballingers do a lot more direct investing in shares (not funds). That means you’re not paying fund managers as well, who siphon off their bit of the money. In my opinion, that’s paying a third party unnecessarily.”

    Peter M

  • “I feel much, much more secure now than when I first retired.”

    Judy H