Financial Planning
The true value of advice
The number of Australians seeking financial advice is growing and there are good reasons for this. In today’s environment of frequent legislative changes and increasingly sophisticated financial choices, it can be difficult to find out what is the best path for you to take to achieve your financial goals.
Baggetta & Co have been providing financial planning advice since 1998. We have the technical expertise to develop the right strategy for you. We know the latest legislative changes and ensure you feel financially confident about your future.
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The importance of professional advice
Nearly two-thirds of Australians have no retirement plans.
A secure financial future requires careful planning and, when it comes to choosing the right investment strategy to achieve your future financial and lifestyle goals, advice from a qualified professional can be invaluable.
Baggetta & Co can help you analyse your financial situation and future goals, and identify investment options that are best suited for you.
We can help you:
- understand your current investment profile and attitude to risk
- help identify your lifestyle goals and put a plan in place to achieve them
- help you avoid expensive financial mistakes
- set a plan to protect your assets and loved ones
- ensure you’re ready for the retirement you deserve
- transition you to retirement and assist planning for the next generation
The right advice can help you to avoid many of the mistakes of poor investment planning, and as many of our clients have experienced, small changes can lead to bigger savings.
To find out how we can help you look forward to a secure financial future please feel welcome to contact us.
Menu of Service - Small Business (SME's)
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.
Seeking tailored advice is one of the most important business growth strategies your business can adopt. Seeking advice when you need it will pay off with long term success.
Advisory Services
- Business Protection Strategies
- Debt Restructuring and Advice
- Superannuation Strategies
- Structuring Debt & Cash Flow Management
- Insurance strategies to protect you against loss of business income, and to protect your assets
- Protecting ownership of the business with a Buy/Sell agreement
- Income protection for the self-employed
- Ensure the continuity of your business with Business Expense Insurance
- Life and Total and Permanent Disability Insurance
- Business Succession Planning
Financial Planning Services
- Financial analysis and planning
- Strategic planning, advice, and strategy execution
- Business Exit & Succession Planning
- Estate Planning
- Personal Insurance
- Superannuation Advice
Book a FREE no obligations phone consultation to see if our services can be of assistance to you and your business.
Menu of Service - Self-Managed Super Funds
SMSFs are the best solution under the right circumstances, however they are not appropriate for everyone.
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.
Menu of Service - Pre-Retirement & Retirement
Your pre-retirement planning, and reviewing your financial plan in retirement, are equally important.
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 include:
Advisory Services
- Superannuation & Salary Sacrifice Plans
- Spouse Superannuation Contribution Splitting
- Centrelink Assistance
- Transition to Retirement
- Pensions & Income Streams
- Risk Management
- Structuring Debt & Cash Flow Management
- Preserving your wealth
- Estate Planning
Financial Planning Services
- Tax Strategies for Retirement
- Financial Structure Options for Retirement
- Government Entitlements
- 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.
Menu of Service - Professionals & Investors
Providing tailored advice for you and your family to get you started, and keep you on track to achieve your personal financial goals.
Advisory Services
- Investment Advice
- Negative Gearing Advice
- Superannuation Advice
- Self Managed Super Fund (SMSF) Advice
- Mortgage & Lending Advice
- Asset Protection
- Salary Sacrifice Strategies
- Service Packages Providing Ongoing Advice
- Debt Reduction
Financial Planning Services
- Wealth Creation Strategies
- Portfolio Management Services
- Personal Insurances
- Superannuation Contribution Strategies
- Income Protection & Personal Insurances
- Debt Reduction Strategies
- Budgeting & Cash Flow Management
- Retirement Planning
Get in touch to find out how we help our clients grow wealth, achieve their financial goals and retire comfortably.