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Holistic Financial Advice In Perth
Our multi-disciplined advice, and diverse range of services, is a unique proposition we offer to all clients.
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Keynote Speaker
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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.
How to save for retirement in your 50s
Turning 50? Now is the time to focus on your retirement plans. Because it’s never too soon or too late to get started.
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.