Financial Planning Services & Areas of Expertise

Battistella Financial Services provide advice in all areas of financial planning with a particular focus on meeting the needs of those wanting to relieve themselves of the burden and responsibility associated with managing ones’ own financial planning strategy.

Our specific areas of expertise include the following:

· Self Managed Superannuation Fund (SMSF) Advice

· Superannuation Income Streams

· Tax Effective Planning

· Risk Insurance Advice

· Pre/Post Retirement Planning

· Divorce Advice

· Advice for Widows

· Wealth Accumulation Advice

· Borrowing to Invest

· Comprehensive Estate Planning (incorporating testamentary trusts).

At Battistella Financial Services, we recognise our client’s circumstances will rarely stay the same. What is relevant today will not necessarily be relevant in the future. As a result, all clients of Battistella Financial Services are provided with a comprehensive range of ongoing services to ensure their tailored financial planning strategy will remain relevant over the long term. Each and every client will have their strategy reviewed on an ongoing basis to accommodate any changes to their personal situation, goals and objectives.

We have long term relationships with a number of highly qualified professionals in the areas of accounting, tax law and estate planning, to ensure our clients have access to the best advice available in the Australian market place.

How Do We Charge For Advice?

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, superannuation and insurance. 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.

Life Risk Insurance advice and implementation can be provided on a pure fee for service or commission basis, depending on each clients individual preference.

If you have any questions about the range of financial planning services we offer, 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.