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
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Is a SMSF right for you?

Self-Managed Super Funds can be powerful tax vehicles with the right drivers behind the wheel

Holistic Financial Advice In Perth

Our multi-disciplined advice, and diverse range of services, is a unique proposition we offer to all clients. 

Latest E-book

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

Current Articles

How to save for retirement in your 60s

The average retirement age is around 65. However as this milestone draws closer, you may find you don’t have enough retirement savings to fund the lifestyle you imagined. Here are some ways you can still plan for a healthy and comfortable quality of life in retirement.

How to recover from a financial setback

Financial setbacks can occur when we least expect it and cause a great deal of stress and anxiety. However help is available. Here are seven strategies that may help restore your financial wellbeing in 2021.

Find your perfect savings account

Looking for a good savings account can be a bit like looking for a good partner – the honeymoon period might be important, but so is achieving your happily ever after. Here’s a checklist of things you may want to look out for before you choose the account that’s right for you.

Show your finances some self-love

Some of life’s biggest financial decisions are made together with a partner. Buying a new car, saving for your first home, or having children are all big triggers for differences in your spending habits to crop up. Whatever your relationship status, there’s never been a better time to step up and take charge of your finances.

Budgeting tips for students

Surviving on a student budget isn’t easy, but it can be done. Whether you’re studying remotely this year, or returning to campus, we’ve gathered some tips to help you manage your finances.