Director and Financial Adviser

Grant is a qualified Financial Adviser with over 25 years of experience in business. He specializes in risk insurance, superannuation strategies, budgeting, debt management, estate planning, investments, and wealth creation.

Before founding Balance Life Financial Group, Grant built and sold a multi-million-dollar group of companies in the energy and software sectors. His international finance experience, including time in Hong Kong, adds a global perspective to his advice.

Passionate about helping people succeed, Grant thrives on guiding individuals, entrepreneurs, and professionals through financial challenges. He believes that with the right strategies, anyone can reduce stress and achieve financial security. His approach is personal and supportive, ensuring clients feel listened to and confident in their financial path.

Grant’s down-to-earth nature makes him relatable, and his dedication to ongoing support ensures that clients always feel backed by a reliable team. He’s committed to helping people get out of debt, grow their wealth, and achieve their financial goals—all while maintaining a balance between work and life.

As a father of 10, Grant understands the importance of balance in life and finances. When he’s not working, you’ll find him actively involved in his community and church, or following the latest rugby scores.

At Balance Life Financial Group, Grant has created a trusted advisory firm where financial success and life balance are always top priorities.

Operations and Compliance Manager

Diego is an Operations Manager (PMO) and Business Analyst with over 10 years of experience in Financial Planning.

As Balance Life Financial Group has continued to grow, Diego was brought in to modernize the company’s systems and processes. His leadership has significantly enhanced the firm’s ability to deliver caring, timely, professional, and compliant personal advice to clients in a fast-paced environment.

Diego has also developed leading systems and tools that enable Balance Life to extend the depth of its research and analysis capabilities. This innovation allows the firm to deliver more comprehensive and insightful outcomes for clients, further elevating the quality of service provided.

Known for his extreme conscientiousness, integrity, and a great sense of humour, Diego is a trusted and approachable leader within the team. His deep expertise in Project Management, Data Science, Business Intelligence, Algorithmic Trading, and Financial Planning, along with his Master of Finance, is driving Balance Life’s growth and success. He plays a key role in the firm’s mission to help clients thrive in life.

In addition to his professional contributions, Diego is married and actively involved in his local church and community groups.

Customer Service Manager

Truely is the driving force behind client service delivery at Balance Life Financial Group, ensuring every aspect of the client experience is seamless and efficient. She is a true advocate for clients, dedicated to making sure their financial plans are implemented flawlessly. From behind-the-scenes preparation to ensuring timely execution, Truely spends countless hours ensuring everything is in place for each client’s success.

With three years of full-time experience at Balance Life Financial Group, Truely handles all client communications with care and precision. She liaises directly with clients, super and insurance providers, and investment platforms, ensuring that every detail is managed to perfection. Her previous experience in customer communications for executive superannuation and insurance companies gives her an invaluable understanding of the financial landscape.

Known for her sharp attention to detail and creative flair, Truely oversees all communications between clients and staff, ensuring every interaction is professional, timely, and tailored to meet clients’ needs. Her passion for helping clients navigate their financial journeys sets her apart, making her an irreplaceable asset to the team.

Outside of work, Truely brings the same dedication and energy to her personal life. Coming from a large family of 12, she’s quick-witted, family-oriented, and recently married—the first of her seven sisters to do so. Truely is now enjoying the exciting journey of married life, all while staying focused on helping clients thrive financially, now and into the future.

Administration Co-ordinator

Jean joined Balance Life Financial Group in 2023, bringing strong administrative expertise and a commitment to providing valuable support to both the team and clients.

In her role, she excels in data entry, handling critical tasks that ensure seamless operations. Jean plays a key part in managing communications with national superannuation and insurance providers on behalf of clients, contributing significantly to the efficiency of their financial plans.

Eager to expand her skill set and grow professionally, Jean is highly motivated and dedicated to the success of the team. Outside of work, she has a passion for travel and the ocean, which led her to become a certified freediving coach.

Her love for freediving reflects her dedication to mastering new challenges, both personally and professionally.