Retirement Planning Perth
Since qualifying as a Financial Planner in 1999, Paul Baggetta has focused his financial planning services on Retirement Planning, Self Managed Superannuation Funds and Superannuation.
As a Taxation Accountant for over 31 years, and a Financial Advisor, Paul Baggetta provides his clients with an all-encompassing service for Pre-retirees and Retirees.
At Baggetta & Co, what our clients tell us whay they value most about Paul Baggetta’s Retirement Planning and SMSF services is that he understands both the tax implications and the financial planning implications of his advice to clients.
This all-encompassing service means you will be receiving the highest standard of professional advice and not incurring additional fees where it is a legal requirement for you to obtain advice from both an Accountant and a Financial Planner for your Retirement Planning requirements. There will be no miscommunication between you, the Accountant and the Financial Advisor as you will be dealing with the same Advisor for your tax and retirement planning advice.
Having the opportunity to speak with a Retirement Planning Specialist, who is also a Taxation Accountant, is very unique and very advantageous to your Retirement Planning.
Can I put money into super when I’m 65 or over?
December 29, 2018
Super – know your rights
December 16, 2018
Super investment options- what’s right for you?
December 10, 2018
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