Independent financial advice · Newcastle, Lake Macquarie & the Hunter
Financial advice in Newcastle, planned with purpose.
Balanced Financial Management provides achievable advice, tailored to your personal financial situation.
David Minehan CFP® — Certified Financial Planner · Adviser No. 1000437
What we do
Financial advice services for the Hunter region.
Four core areas, each approached the same way — understand the situation first, then plan for it.
Wealth Management
We can assist with both short and long-term investment objectives.
Learn moreRetirement Planning
When making your dream a reality, knowing your financial requirements is essential.
Learn moreInvestment Advice
Let's talk about the best investment strategy for you and your family.
Learn moreSuperannuation Advice
Superannuation is typically one of the most significant investments you will make.
Learn moreIt takes as much energy to wish as it does to plan. Eleanor Roosevelt
Why clients stay
Experience peace of mind about your financial future.
Speak to David at Balanced Financial Management and see how we can help your money work for you.
Dave's advice is invaluable. His calm and strategic approach has helped me to focus on what matters most.
Common questions
Straight answers.
Is a financial planner only for wealthy people?
Far from it. Regardless of your current position, it's important for everyone to receive good advice and build solid foundations.
Do you offer a free consultation?
Yes. We provide an obligation-free, cost-free consultation to see whether there's mutual potential for an advice relationship.
Why do I need a financial planner?
A good financial planner will be involved in most of your financial decisions. These decisions can often feel emotive, so it's important to have a professional sounding board for important questions. That impartial advice can be critical, as people tend to see only the upside and miss the importance of downside protection.
Why is it important to protect my assets?
Building assets, including a career or a business, is hard enough. Protecting them from accident, illness or legal challenges can often prevent setbacks from becoming catastrophic.
Get in touch
Let's start with a conversation.
No obligation and no cost — just a discussion about whether we're the right fit.
- Phone
- 1300 300 351
- david@balancedfm.com.au
- Office
- Suite 116, 10 Kenrick Street
The Junction NSW 2291