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

Holistic Financial Advice In Perth

Our multi-disciplined advice, and diverse range of services, is a unique proposition we offer to all clients. As Taxation Accountants and Financial Planners, our professionals wear both hats. They understand the tax implications of their financial planning advice, as well as the financial planning opportunities that sit behind their tax advice. 

Improving Your Business Profits

If your business is making money, but you aren’t seeing any of the profits, this ebook is for you!

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

WEBINAR: How to save in tax while protecting
your assets using structures!

Below is a small snippet of the Q&A section of Baggetta & Co’s recent webinar, hosted by Paul for Property Investors on ‘How to save thousands in tax while protecting your assets using structures’.

Current Articles

Where do we stand with our finances since COVID hit?

Everyone in Australia has been affected by the COVID pandemic to some degree. With disruption to our work and social lives, it’s one of the biggest changes many of us have ever faced. But what has it meant for our money and financial wellbeing?

Aussie’s saving for a rainy day instead of a holiday

Not many people can say they’ve been unaffected by COVID-19. Whether you’ve lost work, had hours reduced or been fortunate to maintain employment, COVID has been a wake-up call for how we manage our money and set financial goals. Whatever your situation, now could be an ideal time to revisit your financial goals and decide if they’re still right for you.