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
Services
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
Financial counsellor or financial planner: What’s the difference?
Ok we get it, knowing where to turn to for
Five ways to help prepare your finances for a recession
If you think storms may lie ahead, it makes sense
Give yourself a new financial year check-up
Financial year 2019-20 is now behind us and there’s nothing
Why financial wellbeing is a pillar of good health
When we talk about financial wellbeing, what do we mean?
Five common financial mistakes to avoid during a crisis
The economic impact of the COVID-19 pandemic is playing havoc