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
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’.
Current Articles
A Joe Biden Presidency: Implications for Investors and Australia
Key points The US election has been close and final
Six steps to building good financial habits
The financial impact of COVID-19 has forced many households to review their finances, rein in spending and consider tighter budgets. If you’re facing challenges, here are some steps that can help in establishing good financial habits.
How to make a financial plan
In today’s environment it’s never been more important to have a financial plan. A financial plan is a type of structured ‘roadmap’ that helps to set out your future goals and strategies to help achieve them. It also takes into account any adverse risks that may affect you financially, such as loss of income, illness or injury. Here are some tips to get you started.
Five things to consider when saving for a house deposit
Owning your home is often considered the great Australian dream. But for many, it can feel out of reach. Before you can step onto the property ladder and buy your first home, you’ll likely have to do some serious saving to build up a deposit. Here are some things to consider that can help get you started, and on the road to home ownership sooner.
Where do we stand with our finances since COVID hit?
Everyone in Australia has been affected by the COVID pandemic to some degree. With disruption to our work and social lives, it’s one of the biggest changes many of us have ever faced. But what has it meant for our money and financial wellbeing?
Aussie’s saving for a rainy day instead of a holiday
Not many people can say they’ve been unaffected by COVID-19. Whether you’ve lost work, had hours reduced or been fortunate to maintain employment, COVID has been a wake-up call for how we manage our money and set financial goals. Whatever your situation, now could be an ideal time to revisit your financial goals and decide if they’re still right for you.