(08) 9317 7300

Financial Planning Services

 

Baggetta & Co are Financial Planning Specialists that provide clients with a comprehensive range of financial advisory services and advice in addition to a review service that continually works towards addressing your financial needs regardless of what stage of life you are at.

Our Financial Planning Services include:

  • Self Managed Super Fund Advice & Expertise
  • Self Managed Super Fund Set-up Services
  • Pre-retirement Planning Advice & Services
  • Post Retirement Planning Advice & Services
  • Personal Insurances – Trauma, Life & Income Protection
  • Superannuation Advice & Services
  • Wealth Creation Advice & Services
  • Re-financing & Loan Advice
  • Estate Planning Advice

Why Our Clients Use Us

When we ask our new clients why they decided to use our services, some of the more common responses are:

  • Referred by an existing client.
  • The advantage of having a Financial Planner who is also a qualified Tax Accountant, and therefore understands the tax implications of his Financial Planning Advice.
  • Wanted to move away from a Financial Planner who was aligned with a particular financial institution and was therefore required to direct varying percentages of investments into the “parent company’s” products.
  • The Financial Planner was never available and difficult to contact.
  • Concerned over the quality of financial advice they had been receiving.
  • Concerned and worried about the regular change of Financial Advisors and personnel when dealing with a large financial planning organisation, eg bank, Fund Managers, etc.

At Baggetta & Co, not only do we offer a very high standard of quality and service, but you always deal with Paul Baggetta, Owner of the business.


Paul Baggetta is an Authorised Representative (ARN 261469) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence / Australian Credit Licence No. 223135.

Financial Planning Services


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Establised 1989. Over 25 years. Advice you can rely on.

Is it time for a change?

For more information about the services we provide, or to find out if you are eligible for a free no-obligation consultation, call us now on 9317 7300.

The information provided on this website, including the material and contents provided in the website publications, are informative in nature only and you should not act specifically on the basis of this information alone. It should not be used as a substitute for legal, business, accounting, tax, financial planning or other professional advice. If expert assistance is required, professional advice should be obtained.

Paul Baggetta is the Founder & Principal of Baggetta & Co. Paul Baggetta has been a Taxation Accountant since 1981, a Financial Planner since 1998, and in 1993 qualified as a Real Estate Licensee, holding a Triennial Certificate (currently not trading) and operated his own Real Estate business for property investment clients for over 5 years as a second business.

Financial planning services are provided by Paul Baggetta as an Authorised Representative (No. 261469) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services License No. 223135.

 

Taxation & Accounting services are provided by Paul Baggetta as a Registered Tax Agent (No.61487008) and is a Member of SMSF Association, FIPA & NTAA.