Rebecca goes to long lengths to understand your own personal circumstances and what you want for the future. We have regular catch ups to ensure everything is on track and also to discuss any changes in circumstances.

I have met a few Financial Advisors over the years and  I didn’t understand what they were talking about and felt a little intimidated. Rebecca is not like that at all.

Her communication skills are excellent and being in business myself this is something very important to me. I would not hesitate to recommend Rebecca. In fact I’ve already recommended her financial services to several of my friends.

You have changed our lives. We are now living the life we never thought possible. We have been retired for a year now and we can’t stop smiling.

Krupesh was always at the end of phone if we had any problems and made everything as stress free as possible. We are very satisfied with the service we have received.

Krupesh guided us through the process and provided an open and independent review of our situation so that we could make an informed decision. The advice and investments have allowed me to retire earlier than I originally intended. The whole process was very smooth.

I felt Rebecca really got to grips with my financial situation, my values and goals. Her manner is empathic and tuned in, and her advice was super-clear, timely and supportive of the steps needed to make changes. I feel sure that Rebecca is onside for the foreseeable future, responding to the changing dynamic of my circumstances. The team is efficient and friendly. Financial planning is a significant investment but the clarity, expert advice and the sense that everything is in order is well worth it.

Tina spent significant time with us going through a really thorough (and actually enjoyable!) process, assessing our life position and preferences, vision for the future and of course financial landscape… I’d recommend Tina and the whole support team at Balance Wealth without hesitation.

I had a great meeting with Krupesh, he is a nice, sensible chap and put me at easy almost immediately. He spoke some real sense and I quickly got a feeling of synergy between our aspirations and Krupesh’s understanding of our position and the company’s objectives and fair mindedness. Ooh, and your ethical stance, bravo!