(08) 9317 7300

Seminars

Registration for Interest

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We do hold retirement planning seminars throughout the year as we are committed to our current and potential clients who support us. We believe these seminars can positively affect the outcome of attendees in assisting them to develop the right strategies to maximise their income in retirement.

Our most recent seminar was held on Saturday 14th April, where our financial planner Paul discussed the implications and opportunities when planning for retirement. We addressed those important questions like:

  • Will you have enough when you get to retirement?
  • How much is enough?
  • How long will my money last?
  • Is a Self-Managed Super Fund right for me?
  • And much more!

At our upcoming seminar you will also have the opportunity to meet our Financial Advisor, Paul Baggetta. Paul is passionate about delivering a high level of professional, personalised service to each individual client. With over 37 years in the Financial Services Industry, and as a Retirement Planning Specialist for over 20 years, Paul has the knowledge and experience you need.

Seating is strictly limited and our seminars fill quickly, so please register your interest here to receive your personal invitation to attend our next upcoming seminar to receive a personal invitation and 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, including the material and contents provided in the website publications, are informative in nature only and you should not act specifically on the basis of this information alone. It should not be used as a substitute for legal, business, accounting, tax, financial planning or other professional advice. If expert assistance is required, professional advice should be obtained. Liability limited by a scheme approved under Professional Standards Legislation

Paul Baggetta is the Founder & Principal of Baggetta & Co (ABN 68 786 233 813).

Paul Baggetta has been a Taxation Accountant since 1981, a Financial Planner since 1998, and in 1993 qualified as a Real Estate Licensee, holding a Triennial Certificate (currently not trading) and operated his own Real Estate business for property investment clients for over 5 years as a second business.

Financial planning services are provided by Paul Baggetta as an Authorised Representative (No. 261469) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services License No. 223135.

 

Taxation & Accounting services are provided by Paul Baggetta as a Registered Tax Agent (No.61487008) and is a Member of SMSF Association, FIPA & NTAA.