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PAUL BAGGETTA

“With over 38 years of experience, I have worked with different types of clients including business owners, professionals, investors, SMSF trustee’s, pre-retiree’s and retiree’s; seeking overall tax and wealth planning advice. Over the years, it has been my mission and commitment to help my clients achieve their financial and lifestyle goals.”

Paul Baggetta

Founder & Principal

As a Taxation Accountant for over 38 years and a Financial Planner for over 21 years, I understand the tax implications of my financial planning advice and the financial planning opportunities that sit behind my tax advice. My clients feel confident, and trust that they are getting holistic advice because by wearing both hats, nothing is lost in translation. My clients have the opportunity to minimise their tax liability and enhance their investment returns because they are working with one multi-disciplined Adviser.

cREDENTIALS

Taxation Accountant

Since 1981

Financial Planner

Since 1998

Dip. Financial Planning

Capstone Financial Planning | Authorised Representative

SMSF Association | Associate

Succession Plus | Certified Adviser 

Business Owner

Since 1989

Founder & Principal of Baggetta & Co

Hometown Realty – Real Estate business for property investment clients | Second business (sold in 1997)

Partner in a local Bakery Business (sold in early 1990’s)

Licensed Real Estate Licensee

1993

Triennial Certificate for Real Estate (Currently not trading)

EXPERIENCE

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

Specialist expertise

Business & Corporate Advice
Accounting & Taxation Advice
Property Investment Taxation Advice
Self-Managed Super Fund Advice
Retirement Planning Advice

Keynote Speaker

Paul has conducted numerous seminars and keynote presentations to various groups and on behalf of organisations.  Paul is a passionate about helping other business owners and professionals to educate their clients in important Accounting, Taxation & Financial Planning aspects, and therefore does not charge a fee for any speaking obligations.

Keynote Speaker Topics 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

Keynote Speaker For:

  • Chamber of Commerce & other Business Groups
  • Associations for Professionals, including Doctors, Engineers & Lawyers
  • Real Estate Agents
  • Property Investment Associations
  • Property Developers
  • Self-Funded Retiree Associations
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