Welcome to Battistella Financial Services

Battistella Financial Services was established by Julian Battistella (Principal Consultant) after spending more than 20 years employed by some of Australia's leading financial services organisations. Amongst others, Julian has worked with Deutsche Bank AG, Wilson HTM Investment Group, Perpetual Private Clients and ANZ Banking Group.

Julian Battistella is a CFP^® practitioner, a SPAA Specialist Advisor^® as well as being a Justice of the Peace (JP).

Battistella Financial Services provide advice in all areas of financial planning. We focus on meeting our clients entire financial planning requirements, to ensure their financial planning affairs are structured in the optimum manner at all times.

Our clients appoint us as their Financial Planner because they want to enjoy living, without the endless worry associated with trying to keep up with investment markets and legislative change.  Our clients can be involved in managing their affairs as much or as little as they like.  We work with our clients to ensure they get the best outcome at all times, in accordance with their wishes. 

Specific areas of expertise include pre and post retirement planning, self managed superannuation, superannuation income streams, wealth accumulation planning, life insurance, tax effective planning and comprehensive estate planning (incorporating testamentary trusts).

In addition to providing high quality strategic financial planning advice, all employees of Battistella Financial Services  are committed to the provision of a range of proactive ongoing services for all our clients.

Flat Dollar Fee For Service

Battistella Financial Services embrace fee for service and rebate all upfront and ongoing commissions back to our clients to ensure biases are removed when recommending investments and superannuation.  We provide three distinct services to our clients, and charge accordingly:

1) Initial fee for advice covers preparation of a Comprehensive Statement of Advice (SoA).

2) An implementation fee covers the full implementation of our recommended strategy.

3) An ongoing review fee is charged and is reviewed annually.

In all cases, our fees are costed based on time and complexity and are charged as a flat dollar fee rather than a percentage of funds under management.

If you have any questions about the range of financial planning services we provide, or should you be interested in becoming a client of our practice, please contact us on 03 9832 0768.  We would be delighted to receive your call.

-----------------------------------------------------------------------------------------------------------------------