Batten Financial Services

Financial housekeeping tips to start the year on the right foot Regardless of your age, income or life goals, there are a few things everyone should consider putting on their financial to-do list this year.

Start the new financial year strong with this EOFY checklist As the 2023-24 financial year draws to a close, we bring you a wrap up of important 1 July changes and some strategies to help put you in a strong position for the coming year.

Please note our office will be closed this ANZAC Day, Thursday 25th April

The financial scams to watch out for in 2024 Australians lost a total of $477 million to scams last year, with the majority of victims falling in the over-65 category. Here are a few common ploys used by cybercriminals you should be aware of.

Our office will be closed over the Easter long weekend in line with the public holidays.
We will be closed Friday 29th March and reopening to our regular hours Tuesday 2nd April 2024.
We wish you all a safe long weekend.

Five financial moves to make in your 40s In your 40s? Here’s what you need to consider to get ahead financially.

Staying calm in the face of market volatility Seeing your super or investments take a hit during a period of market volatility can be hard to stomach. But it pays to remember that fluctuations in share prices are part and parcel of investing.

After a joyful holiday break, our team has returned to the office, energised and prepared for the upcoming year.
Our office has resumed our regular hours, we look forward to working with you.

Our office will be closed from Friday 22 December, reopening Monday 8 January 2024

We would like to thank you for your continued support throughout 2023.

Wishing you a very Merry Christmas, Safe Holidays and a prosperous New Year!