Financial Planning

We offer the following:

Wealth Accumulation
Wealth Protection Personal Insurance
Superannuation & Self Managed Superannuation funds (SMSF)
Retirement Planning
Insurance
Estate Planning
Tax Planning
Investment Advice Shares, Stocks, Securities & Managed Funds

Contact our professional team today for a quote for a tailored package of services for your business!

Testimonials

“We’ve saved thousands of dollars in tax”

“We had our superannuation in an industry fund with reasonable fees, however no one explained to us that we could save thousands of dollars in fees and tax by converting to a pension fund.

Batterham and Associates showed us how we could operate our own fund, convert to a pension and save thousands of dollars in tax. We now have total control over our investment, and retirement income.”

Maryann Middleton. Subiaco WA

“Converting to Xero with Batterham was very easy”

“Converting to Xero was very easy with Batterham & Associates driving the process, we now have up to date, real-time information about our profitability and cash flow. As soon as we went live with Xero, I downloaded the smartphone app now I am totally connected with the business anywhere, anytime!”

Jad Reuben-2. Managing Director - Textile Traders

“Opened our eyes to what was driving profits”

“Batterham & Associates, business improvement program opened our eyes to what was really driving the profits in our business. Now we can focus on those parts of the business that impact our bottom line the most.”

Jad Reuben. Managing Director - Textile Traders