We operate on a pure Flat Dollar Fee For Service basis

Battistella Financial Services embrace fee for service and we do not receive any form of commissions, kickbacks or other conflicted remuneration……period.

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, for new clients 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 or insurance premium.

Importantly, we provide Life Risk Insurance advice and implementation on a pure fee for service basis. However, where a client would prefer to have their insurance arranged on a commission basis, we can accommodate this at their request.

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.

Why appoint Battistella Financial Services as your Financial Planner?

Because we care, and we deliver on our promises. 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 constant 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.

We operate under the mantra “Our word is our bond”. We say, we do.

Our specific areas of expertise include:

• pre and post retirement planning
• self managed superannuation
• superannuation income streams
• wealth accumulation
• borrowing to invest
• life risk insurance
• tax effective planning
• comprehensive estate planning (incorporating testamentary trusts).

Ongoing Service

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.

With highly skilled staff, we provide an especially high level of personalised service which we are confident cannot be exceeded by any other financial planning business in Australia. We understand our client’s entire needs, and provide individual advice to each and every client. Our clients appoint us and stay with us over the long term because they value the quality of advice we provide.

Advice that suits our clients needs

Our clients are free to invest in direct assets or managed funds – whichever they prefer. It’s up to our clients to tell us whether they would prefer a “hands on” or “hands off” solution. We can “do it for you” or “do it with you“. As a fee for service practice, our priority is to ensure our clients have the solution they are seeking.

We even operate on a fee for service basis when it comes to life risk insurance, meaning we receive no commissions from any source whatsoever – direct or indirect.

We have a diverse client base and can accommodate anyone seeking quality financial planning advice. Many of our clients hold direct assets including shares and property, whilst others prefer wholesale managed funds. We don’t mind so long as our client’s portfolios are appropriately diversified, as this helps ensure portfolios will prosper over the long term, regardless of day to day volatility which we cannot control. We will fit into your box – you don’t need to fit into ours!

In addition to formally reviewing our clients strategy in writing at least annually via a written Statement of Advice, all our clients are invited to an exclusive cocktail party with speakers over the past eleven years including:

• Kelly Cartwright, OAM – Paralympic Gold Medallist (2019)
• Emma Murray – Mind coach & Mindfulness expert (2018)
• Susan Alberti AC – 2018 Victorian of the Year (2017)
• Dr Munjid Al Muderis – Human Rights Activist & Orthoepaedic Surgeon (2016)
• Mick Colliss – Australian Sudoku Champion (2015)
• Tim Costello AO – CEO World Vision Australia (2014)
• Alan Oster – NAB Chief Economist (2010, 2013)
• Dean Atkinson – Master Ventriloquist (2013)
• Steven Bradbury – Australian Winter Olympic Champion (2012)
• Jacqueline Gillespie – Former Malaysian Princess (2011)
• Rachael Robertson – First female to lead an Antarctic Exploration (2010)
• Adam Elliot – Academy Award Winner (2009)
• Brian Parker – Market Analyst MLC (2008, 2012, 2014)
• Raelene Boyle – Australian Olympic Champion (2008)