Hi I’m Ben – founder of Balance Wealth, financial adviser and part-time musician.

I grew up in Cairns watching my parents run their own small business. What they lacked in sleep, they made up for in grit and integrity. That shaped me long before I ever studied tax or finance. They taught me that the value you give people matters more than anything you’ll ever put on an invoice.

Before launching the business, I spent years working as a tax accountant at a Big 4 firm, and while it taught me a lot about the technical side of money, I realised something: people aren’t spreadsheets. They don’t talk in line items. They want clarity. They want reassurance. They want someone who actually listens.

So I leaned into the things that made sense to me. I became a financial adviser. I started teaching at James Cook University, lecturing in Financial Services Principles. I took on the role of Chair of the Cairns Young Chamber, trying to make the path a little clearer for young professionals. I volunteered with OzHarvest because giving back should be part of the equation. I launched my Money Masterclass sessions and delivered them to dozens of local businesses, helping people understand their money in a way that feels empowering, not overwhelming.

And somewhere along the way, between accounting, advising, mentoring, teaching, volunteering, and playing the occasional gig, I realised this is who I am: someone who genuinely enjoys helping people make sense of something that often feels confusing.

Balance Wealth is built on that idea – that financial advice should be clear, personal, and grounded in real life. Not jargon. Not fear tactics. Not sales targets. Just practical, honest guidance that helps you feel in control of your money and confident about your future.

Most recently I was recognised and shortlisted for the Financial Standard ‘Power50’ annual list which is the 50 most influential financial advisers in Australia.  

My hope is simple: to build a practice that reflects the values I grew up with – generosity, clarity, and genuinely caring about people. A place where clients feel seen, supported, and understood. A place where the advice makes sense and actually fits your life.

Let’s chat whenever you’re ready.