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Australia & New Zealand Business Report 2017

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Discovery Reports

Balance Advisory takes clients on trade facilitation and investment journey with multidisciplinary approach

Balance has established partnerships in China and South Korea, and looks forward to establishing a presence through strategic partnerships in other emerging markets such as Vietnam and Myanmar

PUBLISHED : Friday, 22 September, 2017, 5:15pm
UPDATED : Friday, 22 September, 2017, 5:15pm

A diversified portfolio is key in managing risks and optimising returns, but it does not guarantee a successful investment strategy. The real solution lies in striking a balance – and finding an adviser with whom to see each investment through. Few combine a multidisciplinary approach with deep, practical industry knowledge and extensive business networks such as Balance Advisory, which describes its relationships with clients as a “journey”.

“There are no short-cuts; we take people on a journey with us by sharing industry-focused knowledge and experience rather than merely writing them a report,” says director Michael Ryan. “We are not so much a management consultancy, but a collaborative business partner.” This approach has seen the Brisbane-headquartered company grow rapidly in the past seven years, now with offices in Perth and Darwin, and Toronto, Canada. Its expertise ranges from infrastructure to resources, transport, construction, power and utility, government and technology, while services include strategic, commercial, technical, dispute/expert witness, regulatory, economic, project management, trade facilitation and investment advisory.

Balance also facilitates outbound and inbound investments, helping small home-grown businesses break into the international scene while guiding overseas investors – particularly from Asia – in traversing challenges and opportunities in the Australian market.

Anticipating Asia’s continued growth, Balance has established partnerships in China and South Korea, and looks forward to establishing a presence through strategic partnerships in other emerging markets such as Vietnam and Myanmar.

“These are exciting times for inbound and outbound investments and trade,” says Samantha Nguyen, trade and investment manager at Balance. “We aim to become the partner of choice where our services can bridge our clients’ needs.”

Balance also aspires to work with strategic partners who have complementary business networks, a solid track record, entrepreneurial spirit and good cultural fit.

“The goal in the next five to 10 years is to take our honest, fearless advice in journeying further, pushing boundaries and exploring opportunities with our growing clients and partners globally,” Ryan says.

www.balanceadvisory.com