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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
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Is a SMSF right for you?

Self-Managed Super Funds can be powerful tax vehicles with the right drivers behind the wheel

Holistic Financial Advice In Perth

Our multi-disciplined advice, and diverse range of services, is a unique proposition we offer to all clients. 

Latest E-book

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

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.

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.