I studied accounting after I completed High School, and I always had a keen interest in investment markets and business. In fact, I bought my first investment property when I was 21 years of age and started investing in shares around the same time. In the early 1990’s I became involved with a bakery business in a partnership, which we later sold for a substantial profit.
Having finished my studies and gaining work experience at a large accounting firm, my wife and I decided to establish our own taxation and accounting practice. We had the vision of creating a truly integrated, multi-disciplined, financial services business.
So, in 1993 I studied and became qualified as a real estate licensee and operated our own successful real estate business. It was then I decided to round off my financial qualifications by studying and becoming qualified in Financial Planning. Around 1997, we had the opportunity of selling our real estate business, again for a significant profit. Hence, we have been providing financial planning advice since 1998.
My unique skill set and years of experience in this industry, together with our extensive network of specialist professionals, allows us to provide qualified, valued advice to clients, covering a wide spectrum of financial services all under one roof.
– Paul Baggetta