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.

Paraplanning Specialist

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

I have excelled in customer service and administration support within the financial planning industry since 2016. Over the years, I have gained extensive experience in investment, superannuation, and insurance planning. Meticulous documentation and attention to detail are my top priorities, ensuring that every process is handled with accuracy and efficiency. Working closely with financial planners has been a valuable experience, allowing me to deepen my understanding of the Financial Services industry.

I recently joined Balanced Life and am confident in my ability to assist clients with their financial needs, ensuring their requests are managed seamlessly. My role involves maintaining clear client communication and ensuring that all advised strategies are implemented without issue. I am always up for a challenge, especially when handling complex cases, and I strive to provide the best possible support for our clients.

Outside of work, I am a dedicated mother of two. Balancing both my professional and personal life has taught me patience and resilience, skills that I bring into my work. I also have a passion for baking and cooking—essential skills for raising two growing children!

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.