(08) 9317 7300

Seminars

Book your seat now!  Places are limited.

Seminar:

How to Retire Successfully – The 3 Pillars of Success

This seminar will explain how to:

  • Reduce stress in retirement
  • Secure a regular income
  • Invest for security and good returns
  • Minimise the tax you pay
  • Maintain your standard of living
  • Generate sufficient funds for retirement

To reserve your seat, register here.

Seminar Presenter:  Paul Baggetta

“Over the past 20 years I have helped my clients resolve their retirement worries by giving them advice they can trust.  In times of change it’s important that you are aware of the options available to you and how to structure your investments so you can receive a regular income and maintain your lifestyle, protect your money against inflation and taxation, and generate and secure a growing income in retirement.”

As a Retirement Planning Specialist, Paul Baggetta is passionate about delivering a high level of professional, personalised service to each individual client.  With over 38 years of experience in the financial services industry as a Taxation Accountant and Financial Planner, Paul Baggetta has the knowledge and experience to answer all your questions on the day.

Seating is strictly limited and our seminars fill quickly, so register here to reserve your seat.

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Establised 1989. Over 25 years. Advice you can rely on.

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For more information about the services we provide, or to find out if you are eligible for a free no-obligation consultation, call us now on 9317 7300.

The information provided on this website is for general guidance only and is no substitute for professional advice. It should not be used as a substitute for legal, business, accounting, tax, financial planning or other professional advice.