For a positive and Balanced financial outlook

Balanced Financial

You can trust us to help you reach your financial health, wealth and lifestyle goals.

Team of Professionals

Balanced Financial has a team of highly skilled and enthusiastic members who bring with them a range of skillsets able to support the smallest to the largest of clients; individuals, business and community groups alike. We tailor advice and services to your needs. We work to ensure your values and aspirations are at the forefront of all we do for you.

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Our Services

Our services range from business accounting and bookkeeping to tax preparation and resolutions. We serve a wide variety from large corporations to small local businesses. No matter what kind of company you are, we are certain to address your unique needs and offer the best options to nourish your success.
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Business Advisory

Business advisory services focus on strategising for the success and growth of a business.

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Financial Planning

Our financial planners guide you through important financial decisions at any stage of your life.

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Self Managed Super Funds

We help self-funded retirees grow and protect their retirement funds through pro-active administration, tax and compliance services.

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Our Lending Partners

Our Lending Partners maintain strong relationships with major banks, building societies, credit unions and specialist non-bank lenders.

Meet Our Team

We work to make your business start effectively working for you.
Vik Sharma
Vik Sharma
Associate Director (Business Advisory)
Darcy Tudball
Darcy Tudball
Self-Managed Superannuation Fund (SMSF) Accountant
Donna Martin
Donna Martin
Client Services Coordinator (Financial Planning)
Robyn Bourke
Robyn Bourke
SMSF Client Services Coordinator
Yuvraj Kapoor
Yuvraj Kapoor
Accountant
View Our Team

Professional Solutions for Your Business.

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Testimonials

Testimonials from customers who are satisfied with services.

Dear Hennie, I Just wanted to write and put into words my great appreciation for the manner and enthusiasm with which you handle the work on my files. Since you and your firm has started handling things for me, and having had many accounting firms over the past 30 odd years, none, not one has shown the diligence and commitment to me as a client, but also to getting things right. It gives me great relief and peace of mind knowing you handle affairs for me. I know at times I get bogged down in doing things I consider more important to my business, but you are always there to remind me what needs to be done in a timely manner. I cannot recommend you more highly.

David N ColbranMelbourne Sotheby's International Realty
David N Colbran

I have worked with Russell on a continuous basis since 1995. Over this period, we have developed a great relationship which has been very professional, customised and always with the highest of integrity. Russell is well tuned to my needs, limitations and expectations and provides a tailored and flexible service that is reassuring, professional and has provided great results. I have found that Russell is very committed to providing a high value service and as such, I do not have any issues with recommending Russell’s abilities and that of his organisation to deliver and meet the needs of its clients

Andrew BaldacchinoAnba Solutions
Andrew Baldacchino

Balanced have assisted with our accounting and financial needs for the last 5 years.
Russell, Vik, and their entire team have been a great partner of ours over this time and we trust them unreservedly to continue to assist us with our growth would definitely recommend them.

Mark and BernardineLiquid Agency
Mark and Bernardine

Vik, as my accountant, has been a great help. He does not hesitate to contact me if there is an issue. If I need help or have a question, he never hesitates to provide sound advice. His knowledge and customer service have helped me a great deal over the years, and I will not hesitate to recommend him.

Benjamin ChenProperty Investor
Benjamin Chen

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