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Small Business Experts

From bookkeeping, accounting, taxation and advisory services, we have enhanced our clients’ business growth and profitability
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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
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Services

Small Business (SME's)
Our job is not just about managing the numbers, it's helping you with the entire performance of your business
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Self-Managed Super Funds
Providing a holistic financial solution for your Self-Managed Super Fund, delivered with professionalism and technical expertise
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Retirement
Whether your retirement is just around the corner or a few years away, we can help you to find the right path
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Property Investment
Helping property investors build cash flow and wealth with strategic taxation advice & services
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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. 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. 

Accounting & Taxation
Financial Planning

Improving Your Business Profits Today!

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

Free Ebook

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
More About Paul

Current Articles

Get your affairs sorted with an estate plan

29/01/2021

It’s a topic most people avoid discussing, but organising your legal Will and estate plan while you are fit and well can make things less stressful for your family when you eventually pass away. Here are six ways to start the estate planning process today.

How to start saving for your future in your 30s

29/01/2021

Some big life changes – and big expenses can occur in your 30s such as HECS debts, paying rent while trying to save for a first home deposit, or starting a family. Yet even with all these competing demands for your money, it’s still possible to plan ahead for the future.

Rethinking retirement

29/01/2021

If the Coronavirus pandemic has disrupted your retirement plans, reviewing and adjusting your superannuation strategy could help get you back on track towards achieving your retirement goals. Here are three smart super strategies that could help.