Accountants Perth | Financial Planner & SMSF Specialists

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.

Improving Your Business Profits

If your business is making money, but you aren’t seeing any of the profits, this ebook is for you!

Keynote Speaker

Are you looking for an expert to speak at your next event?

Topics Paul Baggetta has presented on in the past include:

Business Succession & Exit Planning
Business Debt Management & Cash Flow Strategies
How Your Business Can Save Thousands in Tax & Protect Your Assets With the Right Tax Structure
Is a Self-Managed Super Fund (SMSF) right for you
Women & Money
How to Retire Successfully
Transition to Retirement
How to create wealth investing in property
Borrowing to invest
Investing is Shares

Services

Small Business (SME's)

Our job is not just about managing the numbers, it's helping you with the entire performance of your business

Self-Managed Super Funds

Providing a holistic financial solution for your Self-Managed Super Fund, delivered with professionalism and technical expertise

Retirement

Whether your retirement is just around the corner or a few years away, we can help you to find the right path

Property Investment

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

WEBINAR: How to save in tax while protecting
your assets using structures!

Below is a small snippet of the Q&A section of Baggetta & Co’s recent webinar, hosted by Paul for Property Investors on ‘How to save thousands in tax while protecting your assets using structures’.