About Balanced Financial

Your partner throughout your journey.

Balanced Advisory Pty Ltd, trading as Balanced Financial, was founded in 1978.

For forty years we have enjoyed a strong relationship with our clients, many of whom have been with us throughout the entire journey.

Our clients are family.

Our founding director, Russell Gilbert, has, for all those forty years, driving the success of the business through his genuine care, straightforward and clear approach and his ongoing commitment to upskilling as times change.

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.

As a respected accounting and advisory brand within the community, we enjoy the trust of those we proudly serve and those we have built relationships with.

Balanced Financials’ philosophy is simple; We lead by example.

Russell Gilbert

Managing Partner

Russell Gilbert started Balanced Financial on 6th of August 1978 after completing his CA qualifications a few years earlier. Russell went on to develop an interest in Financial Planning and finally becoming a qualified Financial Planner in August 1987.

Russell has always believed in providing his clients with straight forward advice-giving clear direction which is easily understood. His goal is to ensure his clients are provided with the support mechanisms needed to achieve their financial goals.

Russell’s client base is a broad mix which includes Professionals, Small to Medium Enterprises, High Net worth Individuals and Family Groups most of which have been clients of the practice for more than 20 years.

Over the years Russell has also developed many strategic alliances which help to ensure his clients receive holistic advice across a variety of areas.

While work plays a significant role in Russell’s life, however, there are many things Russell enjoys beyond the office.

Russell has been highly involved in Rotary for over 30 years and in that time served two terms as President.

As part of his active participation, Russell has participated in and fundraised for many worthy charities close to our hearts, these include Fundraising for the School of St. Jude in Tanzania where he and his partner have visited the school and continue to personally sponsor children’s’ education.

Russell as a keen bike rider has participated in the annual ROCAN ride for several years. ROCAN is a 1,000km ride raising funds for ovarian cancer research.

The list is endless.