(08) 9317 7300

Wealth Creation

It is never too early….

It is never too late…..

In fact, the best time to start is now…..

……to start building assets by means of careful investing into asset based investments, so that over time you can achieve an income stream that will ensure a high quality lifestyle in your later years, and into retirement.

At Baggetta & Co we assist clients through the many choices and options of wealth creation strategies available.

We work with clients to build a specifically tailored, individual wealth creation plan which takes into account individual circumstances and goals.

More importantly, we counsel our clients to stick to the proven techniques and strategies of wealth creation and advise our clients to keep well away from the many “get rich quick schemes”.

At Baggetta & Co, our Wealth Creation services include:

• Mortgage reduction plans
• Regular saving and investment plans
• Dollar cost average strategies
• Share portfolio advice
• Managed Fund portfolio advice
• Property advice
• Tax structuring advice (e.g. use of Family Trusts)
• Borrowing to invest strategies

For more information about creating wealth for your future and retirement, call us on 9317 7300.

Latest Articles


Stay updated

Subscribe to the Baggetta newsletter to stay updated with regular industry and company news.


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.