Services
Holistic Financial Advice In Perth
Our multi-disciplined advice, and diverse range of services, is a unique proposition we offer to all clients.
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
Current Articles
End of Financial Year Review – Outlook for Returns this Financial Year
The past financial year saw a spectacular rebound in returns
2021 Federal Budget – What it means for you
The 2021-22 Federal Budget is a balancing act between a
How to reassess your spending and budgeting habits
2020 was a year like no other, with the pandemic forcing many people to rein in spending and focus only on necessities. If you’re struggling financially, here are some steps you can take to get back on track.
How the gender pay gap is causing problems for Aussie women: Now and in the future
The gender pay gap is about more than just equal pay – it has far reaching consequences for women’s (and children’s) financial security over a lifetime. Here are some steps women can take to minimise the impact.
What you can claim when working from home
If you’re among the many who are now working from home, you’ve probably realised that having the right home-office set up is essential – but it does come at a cost. With the end of the financial year fast approaching, here is an overview of the items you may be able to claim in your tax return.
How to save for retirement in your 60s
The average retirement age is around 65. However as this milestone draws closer, you may find you don’t have enough retirement savings to fund the lifestyle you imagined. Here are some ways you can still plan for a healthy and comfortable quality of life in retirement.