At last there's a way to employ only top performers and say goodbye to the hassles of managing underperforming staff forever... with our unique recruitment solutions

...so you can do what you do best

We show managers in financial services firms how they can easily have the right people in the right roles and stop wasting their valuable time on people issues.

When you have to make a staffing decision, do you feel

  • Frustrated because you're not sure you have all the information you need to make an informed decision?

  • Confused because you can't decide which factors will be most important to success?

  • Powerless and frightened, paralysed by the fear of making the wrong choice?

If this is your experience, it’s very likely that these emotions are also being reflected back to you by your staff. 

Are you ready for a new way to find and keep top performers? TRY OUR RECRUITMENT SOLUTIONS.

Our simple 3-step process makes it easy for you to:

  1. Know how to define the success factors for any role.
  2. Select the staff who are most likely to succeed.
  3. Engage your employees to create sustainable high performance. 

Is it time for you to get the balance right?

Through our recruitment services, We can show you

  • How to stop wasting your precious time, energy and money on the wrong staff,

  • How to have confidence in your staffing decisions and

  • How to motivate each employee to reach their potential.

How do we do it?

You can stop wasting time on performance management!

Years of experience coaching and consulting with financial planners, insurance brokers and accountants have convinced me that once an effective business strategy is in place, the single biggest barrier to success is the quality and commitment of the people you employ.

There is just no avoiding this fact. Yet I see many managers who choose to ignore it.

During my time in the industry, I have attended countless meetings to discuss the poor performance of a staff member. This is time-consuming, expensive and frustrating.

There is nothing that will sap your energy faster than having to deal with someone who is simply not right for the role or right for your business.

The stress for everyone involved bothered me so much that I decided to change the focus of my business to helping managers avoid the problem in the first place.

Now I use my recruitment consultant skills and tools to ensure new employees are a great fit so that my clients can focus on the work they really should focus on. The team works more efficiently and everyone enjoys their work. And the boss gets to go home for dinner without having to worry about staff problems they don’t know how to solve.

What Balance at Work can do for you

We combine the most accurate, insightful and easy to use online testing tool – Harrison Assessments - with expert advice, to give managers the clarity and confidence to:

  • Hire the right people first,

  • Make the most of their potential,

  • Approach difficult performance discussions with ease and

  • Create businesses that are highly competitive because they have engaged and productive staff.

“We were referred to Balance at Work by a professional colleague who found Harrison Assessments to be invaluable to their practice. We are delighted to have had a similar experience with Susan too. Susan’s in-depth knowledge of employee assessment and appraisal tools has been illuminating to our Firm’s staff at all levels, including Partners, Managers and professional and administration staff. We look forward to retaining Susan’s services and continuing our talent development.”
Matthew Prentice, Partner, Precipio Advisers, Sydney

We can help you too, if:

  • You’re responsible for hiring and developing staff

  • You’re enthusiastic about achieving your strategic goals

  • You recognise the value in having the right people in the right roles

  • You’re serious about finding a better way to recruit, select and retain top performers

Experience the system for yourself with a free trial


Avoid the common traps in staff selection, motivation and development.



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