RETIREMENT PLANNING & ADVICE

Whether your retirement is just around the corner or a few years away, secure your retirement future today. Our sound financial advice and strategic planning will set you on the right path.

Key Services

PRE-RETIREMENT PLANNING | RETIREMENT SERVICES| Estate Planning | Executor Services Wills | Centerlink & Pension Advice | Projections & Investments | Superannuation

Baggetta & Co is a privately owned and operated family business advisory firm. We are not owned by a bank, fund manager or financial institution. This allows us to offer our clients tailored and flexible pre-retirement and retirement financial solutions.

Our Retirement Specialist, Paul Baggetta, has worked for over 38 years in the financial services industry and is passionate about helping his clients make the most of their finances so they have the time and freedom to do more of what makes them happy.

Our Retirement Planning Process

Each of our clients has a different picture of their ideal retirement, so each retirement plan will be different 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.

Get in touch to see if our services could be a fit for you. 

Other Services

Offering critical services from one place ensures more convenient accessibility to guidance and solutions; and creates a more cohesive, coordinated and personalised service.

Our one-stop approach naturally lends itself to a more tailored, individualistic solution for our client’s needs and circumstances – covering the entire spectrum of financial solutions and ensuring peace of mind for our clients.

Some of our other services include:

  • Accounting & Taxation
  • SMSF Services
  • Insurance & Risk Management
  • Investment & Wealth Maintenance
  • UK Pension Transfers

What Our Clients Have to Say