Other Services
Our holistic approach looks beyond, and includes collaborations with other professionals, that make a long-term difference to our clients’ lives and enhances the support and expertise we provide our clients.
As an integrated Accounting, Taxation & Financial Planning firm we provide our clients with holistic advice and services.
- Tax & Accounting Advisory Services
- Financial Planning & Advisory Services
- SMSF Services
- Business Succession Planning
- Bookkeeping Services
- Insurance & Risk Management
- Investment & Wealth Creation
- Property Investment Taxation Advice
- Retirement Planning
- UK Pension Transfer
Our Core Services
We have built strong relationships with other specialist professionals who have the knowledge and expertise to answer any questions you may have within their area of expertise.
- Auditors
- Loans – Business, Commercial, Home & Investment
- Industrial Relations Consultants
- Solicitors
- Taxation Lawyers
- Real Estate Agents,
- Property Development & Acquisitions
- Property Developers
- Financing & Re-financing
- Mortgage Services,
- IT & Computers
- Software Providers
- And more
Keynote Speaker
Paul Baggetta is a strategic accountant and financial planner who has over 38 years of experience advising business owners and high net worth individuals. His background in public practice has provided invaluable experience in the key issues of concern for his clients.
Paul has conducted numerous seminars and keynote presentations to various groups and on behalf of organisations. Paul is a passionate about helping other business owners and professionals to educate their clients in important Accounting, Taxation & Financial Planning aspects, and therefore does not charge a fee for any speaking obligations.
Keynote Speaker Topics 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
Keynote Speaker For:
- Chamber of Commerce & other Business Groups
- Associations for Professionals, including Doctors, Engineers & Lawyers
- Real Estate Agents
- Property Investment Associations
- Property Developers
- Self-Funded Retiree Associations
