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A Holistic Boutique Firm

"If you are seeking efficiency, reliability and honesty with your accountant and the added benefits of financial planning, then this up to date, progressive and yet personal practice is one we would highly recommend both commercially and personally."

- John & Glenda

Holistic Financial Advice In Perth

Our multi-disciplined advice, and diverse range of services, is a unique proposition we offer to all clients. As Taxation Accountants and Financial Planners, our professionals wear both hats. They understand the tax implications of their financial planning advice, as well as the financial planning opportunities that sit behind their tax advice. 

Accounting & Taxation

Business & Corporate

Our job is not just about managing your numbers, it’s about helping you manage the entire performance of your business
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Self-Managed Super Funds

Providing a holistic financial solution for your SMSF delivered with technical expertise
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Advisory

Our taxation advice services will provide you with specialist advice tailored to you and your specific circumstances
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Happy colleagues working together on laptop and folder in the office

Professionals & Investors

Providing you with a tailored solution to achieve your lifestyle goals and minimise your tax position
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Property Investors

Helping property investors build cash flow and wealth with strategic taxation advice & services
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Financial Planning

Self-Managed Super Funds

Your complete financial solution, providing you with peace of mind in a complex and ever-changing legislative environment
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Business & Corporate

Helping you create financial certainty beyond the success of your business, right up to and including succession planning
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Professionals & Investors

Our Advisers work very closely with individuals aspiring to grow wealth through effective investment strategies
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Retirement Planning

Whether your retirement is just around the corner or a few years away, our sound financial advice & strategic planning will set you on the right path
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Advisory

Providing you with advice you can rely on, tailored to you and your specific circumstances, as and when you need it
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Current Articles

Rent vs lifestyle—can you have it all?

Rental payments can make a real dent in your bottom line, so it’s a good idea to find the right balance between location and lifestyle. Find out how much rent is right for you and tips on how to spend less and save more.

Buck the spending trends

Are your finances suffering because you can’t resist spending on the latest trends? Here are some tips to help you switch your focus to long-term money goals instead.

Can money buy happiness?

Some say money can’t buy love or happiness. But by spending it on certain things, perhaps you can bring more joy into your life and relationships.

Feel freedom after defeating debt

Defeating debt can feel like an uphill battle, but with these simple steps you’ll be on your way to declaring victory faster than you think.

Is it time for a change?

For more information about the services we provide or to see if Baggetta & Co are a fit for you...

Schedule a free 15 min phone consultation