Welcome to Battistella Financial Services
Established in 2007, Battistella Financial Services operate on a pure fee for service basis.
Prior to setting up Battistella Financial Services, Principal Consultant Julian Battistella spent 17 years employed by some of Australia’s leading financial services organisations – Deutsche Bank AG, Wilson HTM Investment Group, Perpetual Private Clients and ANZ Banking Group.
Julian Battistella is a CFP® practitioner, an SMSF Specialist Advisor®, a Tax (Financial) Adviser as well as being a Justice of the Peace (JP).
Battistella Financial Services provide advice in all areas of financial planning with a particular focus on meeting the entire financial planning needs of our clients. Clients of Battistella Financial Services appreciate our commitment to ensure no stone is left unturned in our endeavor to structure their financial plan.
Prior to setting up Battistella Financial Services, Principal Consultant Julian Battistella spent 17 years employed by some of Australia’s leading financial services organisations – Deutsche Bank AG, Wilson HTM Investment Group, Perpetual Private Clients and ANZ Banking Group.
Julian Battistella is a CFP® practitioner, an SMSF Specialist Advisor®, a Tax (Financial) Adviser as well as being a Justice of the Peace (JP).
Battistella Financial Services provide advice in all areas of financial planning with a particular focus on meeting the entire financial planning needs of our clients. Clients of Battistella Financial Services appreciate our commitment to ensure no stone is left unturned in our endeavor to structure their financial plan.
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future
Investments
Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.
Wealth Protection
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.
Self Managed Super
An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Estate Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
INDEPENDENT ADVISER RATING
Want to view Julian’s independent national adviser rating?
DID
YOU KNOW?
Julian Battistella won the prestigious “Money Management Financial Planner of the Year” award in 2007?
CLIENT FACT FIND
Prior to meeting with us, we recommend you complete our Client Fact Find.
This will allow you to properly prepare for our meeting, and avoid the need for you to spend time filling out forms during or after our meeting.
The more you tell us about yourself, the greater we can assist you.
Our financial planning process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Insights
Trump 2.0: Why investors should expect a somewhat rougher ride, but it may not be as bad as feared
Key points – The economic and financial environment today is more challenging than when Trump first took over in 2017:…
Super contributions
If you’re employed, your employer should be paying a percentage of your earnings into your super account. It’s worth checking…
A rear-vision roadmap to greater retirement heights
Future investment returns are unknown, but past returns are a guide for retirement. If you’re a member of a superannuation…
From clutter to cash
Have you ever looked around your place and wondered how much cash is sitting in those old clothes you never…
Are you an impulsive spender?
Characteristics of impulsive spenders A ‘money mindset’ is a way of thinking about personal finance. Your money mindset can change…
Weighing up the Age Pension and the assets test
Why having less super isn’t necessarily a financial sweet spot for retirees. Millions of Australians aged 67 and over have…
