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Perth
OUR SERVICES

OUR

SERVICES

SUPERANNUATION

 

Including your own Self-Managed Superannuation Fund

RISK INSURANCE

 

Applying for Life, Total & Permanent Disablement, Income Protection & Trauma

INVESTMENTS

 

Creating and managing portfolios

RETIREMENT PLANNING

 

Transition to Retirement, Age Pension and income needs in retirement

DEBT PLANNING

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Debt reduction, mortgage planning & interest savings

BUSINESS SERVICES

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Succession planning, corporate insurance, business expense insurance & key person insurance

BALLAST

FINANCIAL PLANNING

ABOUT US
Glass Buildings

 

Ballast Financial Planning provides clients with investment management expertise, sound financial advice and risk management insurance to help achieve both their financial and lifestyle objectives.


Ballast Financial Planning offers professional tailored advice and works with you to develop a clear financial strategy that will help you build, manage and protect your wealth.

ABOUT US

A financial plan is the first step to a secure

financial future!

OUR ADVISERS

ADVISER

Chris Collins

Chris Collins is an experienced, highly qualified financial adviser with a heavy focus on Self-Managed Superannuation Funds, wealth management and direct equities.

 

With his Master of Accounting, Bachelor of Commerce (Economics and Finance) and Diploma in Financial Planning combined with his accrued knowledge and experience he is certainly a valuable addition to Ballast.

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View our Financial Services Guide HERE.

contact

OUR ADDRESS

Unit 9 233 Berrigan Drive, Jandakot WA 6164

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PO Box 5143, South Lake WA 6964

 

enquiries@ballast.com.au
 

(08) 9417 4727

Click Here to Find Us

For any general enquiries, please fill in the following contact form:

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CONTACT
BALLAST FINANCIAL PLANNING

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The information on this website is general in nature only. It has been prepared without taking into account your personal objectives, financial situations or needs. You should seek personal financial advice which considers your objectives, financial situation and needs before making any financial or investment decision. Where the website refers to a particular financial product, you should obtain a copy of the relevant product disclosure statement or offer document before making any decision in relation to the product.

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Ballast Financial Planning Pty Ltd, Corporate Authorised Representative Number 126 1619 | Corporate Authorised Representative of AD Advisory Services Pty Ltd, Australian Financial Services Licence Number 237 058

 

         © 2021 by Ballast Financial Planning Pty Ltd | view our Financial Services Guide | view our Privacy Policy

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