Bathua Financial Services

Bathua Financial Services specialises in providing financial planning services to the psychology profession. In addition to being one of Australia’s leading financial advisers, our principal Adrian McMaster spent several years establishing and running a thriving psychology practice in south east Melbourne. Adrian combines his knowledge of the business of psychology with his personal knowledge of financial planning – and that of the outstanding team that he has gathered around him. This allows Bathua Financial Services to offer the very best in financial advice to psychologists from around Australia. 

Bathua provides the full range of financial planning, taxation and legal services to all of our clients. Through our licencing arrangement with Dover Financial Advisers, we enjoy a huge reservoir of technical expertise and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation and self-managed superannuation, estate planning, retirement and aged care planning, business advice and inter-generational financial planning.

And if you are not a psychologist? Don’t worry – Bathua can help you too! 

Multi-disciplinary

We bring a wide range of highly trained and qualified staff including accountants, solicitors, and credit advisers to our clients and make sure each client improves their financial position as efficiently and as safely as possible.

Client Focus

We continuously and proactively look for ways to improve our clients’ wealth, financial health and retirement planning, with all things being done in the pursuit of our core focus of enhancing client’s financial profile.

Ethics-based

Our aim is to work in your best interests. We are actively committed to a code of ethics designed to achieve best practice in financial planning. We emphasise and prioritise your rights and entitlements as our client at all times.

Our Services

Financial Planning

Investments

Business Advice

Estate Planning

Risk Insurance

Aged Care

Accounting

Centrelink

Superannuation

Legal Services

Tax Planning

Retirement

SMSF

Debt Management

Property

Meet Our Team

The Team

Adrian
Managing Director
Peter
Financial Planner
Tran
Accounting and SMSF Administration
Terry
Tax Adviser
Shi Yin
Financial Planner
Mina
Legal and Estate Planning
Avril
Property Specialist
Florence
Life Insurance and Debt Management
Serra
Paraplanner

Websites for Psychologists

If you are a psychologist in private practice, then you simply must have a decent website. It is a rare client who will come to see you without looking you up online. That’s why it pays to give them something worth finding and letting a website start the all-important process of gaining your client’s trust.

One of our companies, Champion IT Pty Ltd, specialises in providing high quality websites for psychologists. We use economies of scale to keep the cost as low as $25 per week plus GST, with no set-up costs and no lock in contracts.

To learn more, please contact Adrian on 0425 771 084.

Useful Resources

Client Manuals

We have developed an extensive collection of guide series for clients. They comprise a unique collection of  financial planning and accounting materials for any one interested in managing their finances as effectively and efficiently as possible.

Client Newsletter

Our newsletter is published on a monthly basis and designed to keep you up to date with news and important information relevant to accounting, business, investments, superannuation and taxation. Sign up for our newsletter today.

Diary Notes

Our diary notes cover topics relevant to client needs. We address topics such as taxation, superannuation, business issues, financial planning, intergenerational planning, investments and more. Most visitors find these notes highly relevant to their situations.

Recent Diary Notes

Send us a message

Contact Us