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Dennis Bateman
Dennis joined the financial services industry in August 1973. He sees his role as a financial coach to his clients. He helps them understand their current financial position and their options on protecting their financial position now and in the future. What strategies need to be put in place to achieve their lifestyle financial goals?
If you have a will (if you don't have, you should get one) that outlines how you wish for your estate to be administered, please consider whether you have sufficient cash and/or assets in your estate to achieve the goals and dreams that you have for your family.
Helping you achieve your lifestyle goals is important to Dennis. Some of these goals may be ensuring the financial security of your family in event of your premature death, total and permanent disablement or in event of you suffering a major health trauma. Ensuring that you have adequate income to meet your financial commitments in event of you having an accident or suffering an illness.
At retirement having the income that you desire to do those things you always wanted to do. For example, travel, visiting family, friends and enjoying time with your grandchildren.
In your latter years helping you decide the best options for your aged care when you need it. Ensuring your estate planning is up to date and that your will indicates exactly how your estate will be distributed and that it reflects your wishes.
Talk to Dennis about how you can achieve your dreams and lifestyle goals.
Please see Dennis' Financial Services Guide (FSG) that discloses his Professional Development and Professional Associations together with services and products he is authorised to provide advice on.


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