In our clients' words.
Opes Financial Solutions works with professionals and families across Australia, from first purchases to retirement, with a long-standing specialism in medicine. Every quote below is reproduced as supplied, published with the client's consent.

One client, at length.
Most testimonials are a sentence. The first of these is worth reading in full.
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.
Reproduced exactly as supplied.

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 clients chose Opes.
Three licensed disciplines in one small practice, with one adviser owning your file. Planning under La Verne Capital, broking under Outsource Financial, and a buyer's agent service delivered with a licensed BA partner. Continuity through one set of records, one point of contact.
For the rationale in detail, see why Opes works this way and the broader SMSF practice where the most concentrated specialist work sits.
SOA work covering retirement, super, insurance, and tax-effective investing.
Over 50 lenders, including four SMSF specialists.
Delivered with a licensed BA partner. Free FP for BA clients.
A substantial part of our work is with doctors and specialists.
Several of the quotes above are from specialist doctors. For more on how we structure advice and lending for medical professionals, see the dedicated page.
Want more than a quote? Three client engagements are written up in full on the case studies page — how a loan was structured, what a retirement plan assumed, and one file where the outcome had very little to do with money.
If you would like to leave a public review, our Google Business Profile link will be added once login is recovered. In the meantime, written feedback is welcome at admin@opesfinancialsolutions.com.au.
Note on testimonials. Under ASIC Regulatory Guide 234 and the FAAA Code of Ethics, we do not publish testimonials that imply or forecast specific financial outcomes. Quoted clients have consented in writing to being named.
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