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Empowering Financial Freedom, Today and Tomorrow

At Baggette + Co, we are a team of seasoned and highly qualified financial planners, committed to providing expert independent financial advice to our clients. With over three decades of experience, we have built a reputation for excellence in the financial planning industry.

Our Philosophy

At the heart of everything we do is our commitment to our clients' long-term financial success. We believe that everyone deserves access to unbiased and personalized financial advice, and we take the time to understand our clients' unique financial goals and develop tailored financial plans. We take pride in our ability to deliver exceptional service to our clients, and we strive to build long-lasting relationships with them.

Our Services

We offer a range of financial planning services, designed to help our clients achieve their financial objectives. From investment planning to mortgage assistance, and from life insurance to estate planning, we provide expert guidance to ensure our clients achieve their goals. Our services include:

  • Evolve: A service designed for individuals early in their financial planning journey, aimed at establishing a solid foundation for their financial future.
  • Advance: A tailored service for clients preparing for retirement, focused on realizing their financial potential.
  • Maximise: A service aimed at clients in retirement, designed to enhance their returns and plan for their estate.

Sustainability

At Baggette + Co, we are committed to sustainability and reducing our environmental impact. We believe that our actions have a significant impact on the world around us, and we strive to minimize our carbon footprint. We take pride in our sustainable practices and aim to reduce waste, conserve resources, and promote eco-friendly practices within our organization.

Our Team

Our team is comprised of experienced and highly qualified financial planners, who are dedicated to delivering exceptional service to our clients. We take pride in our ability to build long-lasting relationships with our clients and provide personalized financial advice.

Our Community

At Baggette + Co, we believe that our giving back to the community. We are committed to supporting charities that make a significant difference in the world. We believe that everyone deserves access to basic human rights, and we strive to make a positive impact on our community.

Our Fees

We believe in transparency and openness when it comes to our fees. We charge transparent fees for all our clients, ensuring that our clients understand exactly what they are paying for.

What Our Clients Say

At Baggette + Co, we are proud of our client feedback and the positive impact we have on our clients' financial lives.

Reviews (68)
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Positive: The reviewers praise the professionalism, knowledge, and friendliness of the financial advisors, making them feel comfortable and at ease.

Overview of Reviews

The reviews are overwhelmingly positive, with all reviewers giving 5-star ratings. The reviewers praise the professionalism, knowledge, and friendliness of the financial advisors, particularly Steve Foster and Daniel from Baggette & Co.

Key Strengths

  • Professionalism and Knowledge: Reviewers praise the advisors' expertise and professionalism in providing financial guidance and pension advice.
  • Friendly and Approachable: Many reviewers mention the friendly and approachable nature of the advisors, making them feel comfortable and at ease.
  • Clear Explanations: Reviewers appreciate the clear and concise explanations of complex financial concepts, making it easy for them to understand.
  • Reliability and Responsiveness: The advisors are consistently praised for their reliability and quick response to queries and concerns.

Review Highlights

  • Steve Foster is repeatedly praised for his kind, caring attitude, and professionalism in providing financial guidance and pension advice.
  • Daniel from Baggette & Co is commended for his informative and relaxed meeting style, as well as his regular updates on progress.