(08) 9317 7300

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.

 

If you would like more information about Baggetta & Co’s Retirement Planning services, or to speak directly with Paul Baggetta, call 9317 7300.

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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.