Batten Financial Services

At Batten Financial Services, we have been providing tailored financial advice to clients for over 30 years. Based in Brisbane CBD, QLD, our clients range from self-funded retirees and pensioners to small business owners and young professionals. Our advisers are able to help no matter what your life stage.

Our Mission

We believe that trust, knowledge, and reliability are the most important aspects of any professional relationship, and these are the attributes that feed through into every aspect of our business. Putting the client's interest first every time and following through on our promises is at the very core of our organisation.

Our Services

We offer a range of financial services, including wealth creation, retirement planning, risk insurance, and aged care. Our team of experienced financial advisers work closely with our clients to understand their individual needs and goals, and develop tailored financial plans to help them achieve financial security.

Wealth Creation

Our wealth creation services are designed to help individuals and families build financial security for the future. Our experienced financial advisers work with clients to develop a tailored investment strategy that aligns with their risk tolerance, investment goals, and time horizon.

Retirement Planning

Our retirement planning services are designed to help individuals and couples prepare for a comfortable retirement. Our experienced financial advisers work with clients to develop a tailored retirement plan that takes into account their income needs, expenses, and investment goals.

Risk Insurance

Our risk insurance services are designed to help individuals and families protect their financial well-being in the event of unexpected events, such as illness or injury. Our experienced financial advisers work with clients to develop a tailored risk insurance strategy that aligns with their individual needs and goals.

Aged Care

Our aged care services are designed to help individuals and families navigate the complex aged care system. Our experienced financial advisers work with clients to develop a tailored aged care plan that takes into account their individual needs and goals.

Meet the Team

Our team of experienced financial advisers and support staff are dedicated to providing exceptional service to our clients. Our team includes Michael Batten, Principal Adviser and Owner, Rachel Browning, Practice Manager, Samantha Mitchell, Diploma of Financial Planning, and Sammi Langdon, Administration.