Design and Delivery
(1.0% of initial investment)
Once we haves a good understanding of your financial situation, they will begin to design a financial plan for you. This plan will outline your financial goals and how you can achieve them.
We will then deliver the financial plan to you and explain it in detail, and also answer any questions you have about the plan. This part of the process only begins once we have agreement on the strategy to be put in place. This may involve arranging investments or acquiring products on your behalf or simply implementing a specific financial planning process, such as estate planning.
The financial plan is not set in stone. It will need to be reviewed and updated on a regular basis to ensure that it is still meeting your needs. An ongoing review service has always been integral to our business as we believe that this can add significant value to both individuals and businesses.
The purpose of this is to develop our planning strategies over time to take account of your changing circumstances and objectives as well as developments in economic conditions or legislation (taxation etc). It also gives us the opportunity to give you access to new ideas and financial products.
We understand that everyone’s needs are different. That is why at Baggette & Co. we offer service levels tailored to your circumstances to ensure we provide maximum value to you. It is a holistic approach to managing your money that considers your income, expenses, assets, liabilities, and insurance.
We offer the following
ongoing service levels:
- Premier Financial Review
- Advance Financial Review
- Evolve Financial Review
- Maximise Financial Review
*The value of investments and the income from them can fall as well as rise and are not guaranteed. The investor might not get back their initial investment. This information is based on our fees and charges as at September 2023 and may change from time to time. There may be additional or different fees depending on your chosen solutions. Your adviser will confirm all the applicable fees and charges prior to you proceeding with any solutions.