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Retirement Planning

The combined effect of earlier retirement and living longer means that many of us will spend more than a quarter of our lives in retirement.  When you consider this, you start to realise the importance of careful retirement planning, well in advance, and having an effective retirement plan.

Careful planning for your retirement starts with thinking about the sort of retirement you would like and how to get there.

Whether your retirement is just around the corner or a few years away, Baggetta & Co will help you create a retirement plan that provides you with a comfortable lifestyle which is financially secure so you can have peace of mind in retirement.

Baggetta and Co will work with you to put in place a tailored plan that meets your retirement goals, providing advice on how much you need to retire on and then tracking your progress against these goals.  Our planning services will help you:
• Prepare for your retirement
• Generate retirement wealth
• Ensure you obtain the maximum tax and social security benefits
• Secure your assets
• Provide you with an appropriate income stream throughout your retirement.

But most importantly, as qualified Taxation Accountants and Financial Planners, Baggetta & Co are ideally placed to provide tax effective retirement planning so you can also take advantage of taxation benefits specifically established for retirees, such as:
• Tax rebates
• Higher tax free thresholds
• Zero taxation on earnings while funds are held in certain retirement income products.

Individual circumstances can differ greatly and many of these issues can be complex and confusing.

At Baggetta & Co, we have seen many retirees who have acted hastily or invested inappropriately without understanding the long-term ramifications or tax consequences.  As the taxation and superannuation system are complex, getting professional advice can make all the difference.  Getting advice will minimise the chances of making poor decisions and ultimately prolong your retirement income.

With professional advice, your retirement could be the best years of your life.

What if it’s too late?

It is never too late!

Whether retirement is just around the corner for you, or whether you are already retired and not happy with your retirement plan, it is never too late to seek financial advice from an experienced, qualified professional.

Baggetta & Co Post Retirement Services

Our retirement services do not just focus on preparing you for retirement and transitioning you into retirement.

We continue providing our retired clients with services and advice in retirement.  Changes in government legislation and investment markets will open up new opportunities and we will respond proactively to realign your goals and monitor your progress towards maintaining and improving your retirement objectives.

Call us today on 9317 7300 to learn about the benefits of our service and the difference we can make to you and your retirement.

Retirement Planning


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Establised 1989. Over 25 years. Advice you can rely on.

Is it time for a change?

For more information about the services we provide, or to find out if you are eligible for a free no-obligation consultation, call us now on 9317 7300.

The information provided on this website, including the material and contents provided in the website publications, are informative in nature only and you should not act specifically on the basis of this information alone. It should not be used as a substitute for legal, business, accounting, tax, financial planning or other professional advice. If expert assistance is required, professional advice should be obtained.

Paul Baggetta is the Founder & Principal of Baggetta & Co. Paul Baggetta has been a Taxation Accountant since 1981, a Financial Planner since 1998, and in 1993 qualified as a Real Estate Licensee, holding a Triennial Certificate (currently not trading) and operated his own Real Estate business for property investment clients for over 5 years as a second business.

Financial planning services are provided by Paul Baggetta as an Authorised Representative (No. 261469) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services License No. 223135.

 

Taxation & Accounting services are provided by Paul Baggetta as a Registered Tax Agent (No.61487008) and is a Member of SMSF Association, FIPA & NTAA.