Gerald Balancy
Financial Adviser
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About
Gerald Balancy is an ASIC-registered financial adviser dedicated to helping clients in Carlton, VIC, and beyond achieve their financial goals. With a solid foundation built upon a Diploma of Financial Services (Financial Planning) from Trainee Management Australia, a Diploma of Finance and Mortgage Broking Management from The National Finance Institute, and specialist accreditation as a Self Managed Superannuation Fund Adviser (Personal Advice) from Mentor Education, Gerald offers comprehensive and tailored advice. A proud member of the Financial Advice Association of Australia (FAAA), Gerald is committed to upholding the highest ethical and professional standards. He is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in guiding clients through the complexities of retirement planning and wealth accumulation. Key services include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Gerald can provide the expert advice and support you need. Contact Gerald today to arrange a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Gerald Balancy offer?
Gerald Balancy provides advice on superannuation, insurance, wealth management, and retirement planning, including Investment Life Insurance, Life Risk Insurance, Securities and Retirement Savings Accounts. He offers tailored strategies to help you achieve your financial goals.
What are Gerald Balancy's qualifications?
Gerald holds a Diploma of Financial Services (Financial Planning), a Diploma of Finance and Mortgage Broking Management, and is a Self Managed Superannuation Fund Adviser (Personal Advice). He is also a member of the Financial Advice Association of Australia (FAAA).
How can Gerald help me plan for retirement?
Gerald can assess your current financial situation, understand your retirement goals, and develop a personalized retirement plan that includes superannuation strategies, investment advice, and income projections to ensure a comfortable retirement.
What is the process for becoming a client of Gerald Balancy?
The process typically begins with an initial consultation to discuss your financial goals and needs. Gerald will then gather relevant information, analyze your situation, and develop a tailored financial plan. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your changing circumstances.
What should I expect during my first meeting with Gerald?
During your first meeting, you can expect a friendly and professional discussion about your financial goals, current situation, and any concerns you may have. Gerald will explain his services in detail and answer any questions you may have, ensuring you feel comfortable and informed.
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