Financial Planning services

We have experienced financial planners to help you determine your short and long-term goals, wisely manage your finances and keep you on track so you can achieve your goals and dreams.

Key Services


Financial Planning For Businesses

Our financial planners work with you to regularly analyse your business model, in a world of constant change, so you achieve success and realise your business goals.

  • Financial analysis and planning
  • Strategic planning, advice, and strategy execution
  • Business Exit & Succession Planning
  • Estate Planning
  • Personal Insurance 
  • Superannuation Advice 

Would you like a free 15 min phone consultation to discuss how we can assist you and your business?

SMSF Financial Planning Services

  • Establishing your new Self Managed Super Fund
  • Prepare and implement an Investment Strategy for your SMSF
  • Develop pre and post retirement planning strategies
  • Facilitate the process of winding up an existing SMSF
  • Advice and Review Services as requested

We offer SMSF Trustees, looking to change Advisers, a  complimentary no-obligation consultation to meet with one of our experienced financial planners to see if our services are the right fit for you and your SMSF. 

Financial Planning Services for individuals

  • Wealth Creation Strategies
  • Portfolio Management Services
  • Personal Insurances
  • Asset Protection
  • Mortgage & Lending Advice
  • Self Managed Super Fund (SMSF) Advice
  • Superannuation Advice
  • Superannuation Contribution Strategies
  • Income Protection & Personal Insurances
  • Debt Reduction Strategies
  • Salary Sacrifice Strategies
  • Negative Gearing Advice
  • Budgeting & Cash Flow Management
  • Retirement Planning
  • Investment Advice
  • Refinancing of Home Loan & Investment Loan Services

Our Retirement Planning Process

Each of our clients has a different picture of their ideal retirement, so each retirement plan will be unique as we consider life stage, individual needs, preferences and lifestyle.

Our tailored Retirement Planning solutions focus on:

  • Getting a clear picture of where you are now
  • Clarify your financial goals and where you want to be in retirement
  • Tax Strategies for Retirement
  • Financial Structure Options for Retirement
  • Superannuation Strategies for Retirement
  • Government Entitlements
  • Transition to Retirement
  • Diversify your investment portfolio to protect against risk and maximise your returns.
  • Implement the right strategies, actions and investments to ensure you achieve your financial goals.
  • Monitoring your investments and retirement income to maintain and improve your retirement lifestyle.

Creating and executing your tailored retirement plan is fundamental to achieving your ideal retirement.

Is it time for a change?

For more information about the services we provide or to see if Baggetta & Co are a fit for you...

Schedule a free 15 min phone consultation