1.11.2020

9 min

Congratulations to Our New Shareholders

We are very pleased to celebrate both Edwin Jan and Joe Wood as new shareholders and directors of Balanz.

Edwin (Ed) has delivered solid outcomes for his exceptional group of Sydney and Brisbane based clients across the pub, trading business and property industries.  He is a talented banker with an absolute focus on client outcomes.

Joe has been with Balanz since 2015 and been supporting our key clients through that time.  As our first employee, it has been very satisfying to see Joe develop from a support to a lead role. Joe is extremely persistent and has been able to deliver great outcomes for clients and their key people for both their home loan and business funding requirements.

The Balanz team now comprises 14 team members and their families.

Co-founding Director, George Sha said “It’s really satisfying to see Joe and Edwin as shareholders.  Our clients show us every day what it means to be a shareholder and to have the structure within Balanz that allows our shareholders to genuinely experience the journey is a key reason why Balanz is successful.  It is one thing to read about trusts, management accounts, franking credits, employee contracts, shareholder agreements etc but it is so much better to live it.  We want all our shareholders to enjoy success, just as we wish the same for all of our clients.”

Well done to Edwin and Joe.

Need guidance with your business finance? Balanz can help.
Contact Edwin on edwin.jan@balanz.com.au or Joe on joe.wood@balanz.com.au

Balanz – Your Partner in Business Finance

www.balanz.com.au

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