Our Service Partners

Balance Impact works with a number of providers to ensure that we can offer you the best services:

Service Overview About
  Risk profiling

We use FinaMetrica to determine your risk profile, which us recommend a suitable investment portfolio for you.

The FinaMetrica Risk Tolerance Toolkit™, was launched in 1998 after more than four years of development with the assistance of Australia’s University of New South Wales, and is currently maintained with senior academics from the London School of Economics. The Toolkit is the world’s most widely-used ‘best practice’ tool for determining risk tolerance and developing risk profiles, having been used to generate more than one million risk tolerance profiles in over 20 countries.

  Portfolio reporting We use data from Sharesight Pro to track your portfolio performance.

You can login to Balance Impact at anytime and see how you’re investments are doing.

Sharesight Pro is a comprehensive investment portfolio tracker and reporting tool for financial professionals.
   Cash Management Account provider and broker When you invest with Balance Impact, you also open a cash management and brokerage account with Macquarie.

This means that you have access to your money, and all investments are held in your own name.

Macquarie is a diversified financial group providing clients with asset management and finance, banking, advisory and risk and capital solutions across debt, equity and commodities. Our global operations include offices in the world’s major financial




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Balance Impact 1 Bligh Street Sydney, NSW, 2000 info@balanceimpact.com 02 8226 8596 Balance Impact (ABN 54 608 605 296) is the trading name of Touchstone Capital Pty Ltd, a Corporate Authorised Representative (No.xxxxxx) of SIRA Group Pty Ltd (AFSL: 278423).


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