In our clients' words.
We work with professionals and families right across Australia, from first homes through to retirement, with a long history of looking after people in medicine. Every quote below is printed exactly as it was sent to us, with the client's permission.
One client, at length.
Most testimonials are one line. This one is worth reading properly.
For the past six years, Balki Balakrishnan has been an absolutely invaluable partner in shaping my financial future, and I cannot recommend him highly enough. From the very beginning, Balki took the time to deeply understand my complete financial picture — my portfolio, my family's earnings, and my long-term goals — before offering any advice. That thoroughness has made all the difference.
What truly sets Balki apart is his foresight and steady hand during turbulent times. When COVID upended the financial landscape across Australia and interest rates climbed dramatically, Balki guided me through every twist with clarity and confidence. He's done the same through the more recent shifts in the market. Time and again, his advice has been commendable, well-reasoned, and perfectly timed.
Balki brings a rare combination of grit, patience, and genuine strategic insight — the kind of C-suite-level thinking you'd expect from a top-tier adviser. He doesn't just react to change; he anticipates it, and he's positioned me to keep growing financially year after year.
If you're looking for a financial adviser and mortgage broker who is knowledgeable, dependable, and truly invested in your success, Balki Balakrishnan is the person you want in your corner. Working with him has been one of the best financial decisions I've ever made.
Mr. Balki has been guiding us with timely, practical financial and insurance advice for more than five years. He is highly experienced, knowledgeable, and friendly. He is always approachable and eager to help whenever we have concerns about our family's finances. We truly appreciate his guidance and would highly recommend his services to anyone looking for a knowledgeable and dependable financial advisor.
From clients in medicine.
Printed exactly as they sent them.
Balki and Opes Financial solutions provided us with highly professional and ethical advice regarding our financial planning, investment and housing needs.
He had helped me right from the beginning in setting up my personal risk insurance, which I thought was incredibly difficult as I had to obtain my health record details from NHS.
Why these people came to us.
Three licensed services in one small firm, with one adviser holding your file the whole way. The advice sits under La Verne Capital, the loans under Outsource Financial, and the buying is done with a licensed partner. One set of records, one person to ring.
There is more on the thinking behind it on why we work this way, and on the super fund lending page, where the most specialised work sits.
Written advice on retirement, super, insurance and paying less tax.
Over 50 lenders, including four SMSF specialists.
Done with a licensed partner. Your financial plan is included.
A lot of our work is with doctors and specialists.
Several of the quotes above are from specialist doctors. There is a whole page on how we handle advice and lending for people in medicine.
Want more than a quote? Three client stories are written up in full on the case studies page — how a loan was put together, what a retirement plan was built on, and one where the ending had almost nothing to do with money.
If you would like to leave a public review, we will add the Google link here once we have our account back. In the meantime, we would be glad to hear from you at admin@opesfinancialsolutions.com.au.
A note on these. Under ASIC's rules and the FAAA Code of Ethics, we don't publish testimonials that suggest or predict a particular financial outcome. Everyone quoted has agreed in writing to be named.
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