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Testimonials & Client Feeback

“Finding myself mortgage-free, I was unsure of the next steps to take: should I rent my property out or sell it and buy another? What would the tax implications be for each of these scenarios? I had so many questions and, thankfully, Paul had all of the answers, including plenty of other advice that I had not even considered. Within the first 15 minutes of meeting Paul, he had addressed all of my concerns. He is thoroughly knowledgeable on his subject topics, proactive in suggesting alternative options, super quick on his trusty calculator, doesn’t waste time talking on tangents and, importantly, Paul doesn’t tell you what you should do – he tells you what would likely happen if you were to decide a certain course of action. I spent a further 45 minutes with Paul gleaning many pearls of wisdom and I now feel that I have enough basic knowledge to set a long term plan – something that I hadn’t considered before our meeting. My time with Paul was invaluable and I consider it to be money well-spent as it has saved me many thousands in the long run. Thanks Paul – I’ve already started recommending you to other people and I will certainly be back.”

Belinda

“Dear Paul and Rosanna
We wanted to thank you both for a  most productive session. We came away with more clarity as to what to do with our money, and we were very impressed with the service we received.
Cheers,”

Mr & Mrs Watson

“Hi Paul,
I just wanted to say thanks! A client came to me to do their super fund loan after having been set up by their accountant etc and it has been a schamozzle. It is now a week till settlement and the clients funds are not in the cash account and their accountant has had nothing to do with them at all since setting up the entities.
I have told them that they should have gone through you and that none of this rubbish happens with your super funds.
So I wanted to say thanks…for doing such a great job, making my job easier and most of all for looking after your clients far better than others in the SMSF space!!
Best wishes”

Perth Finance Broker

“After thirty years, I have now found the best accounting and financial planning service I have ever had. Paul provides a service based on integrity and honesty, which to me is so important.”

Norm

“Our first contact with Paul Baggetta was approximately in March 2007. We are mature aged retirees and having had consultations with four other financial advisors about setting up a SMSF, we decided that Paul Baggetta was the most helpful and offered us the best advice. Since then he has administered our Super Fund very efficiently, kept us well informed and has always been readily available to be of assistance. We are very confident in his ability to deal with our financial and tax affairs both in and out of our Super Fund. We do not hesitate to recommend Baggetta & Co to any prospective client.”

Jill and Lloyd

“Paul and his staff have provided friendly advice and rapid response to our Super Fund’s needs over the last couple of years & and I have no hesitation in recommending them to others.”

A A Hine

“We have had the benefit of Paul Baggetta as our Financial Planner & Tax Agent since January 2001, during which period Paul’s advice and recommendations have been very much appreciated. Paul’s availability at all times has also been of value on those occasions when prompt action has been an advantage.
We would recommend Paul as an honest and knowledgeable Advisor on superannuation, pension & income tax matters for retired persons such as ourselves.”

Mr and Mrs Hodges

“It was my good fortune to be recommended to Paul by a lifelong friend who also uses his services. At our initial consultation I felt very comfortable with Paul and feel confident with his ongoing financial advice. He’s also available when I phone. I feel that I shall continue to receive great personal service from both Paul and Rosanna. Baggetta & Co comes highly recommended.”

J P Annson

“In need of a new Accountant in 2007, I chose Baggetta and Co mainly because the office is local and close to home. I knew nothing about them except for the information provided in their brochure. I am happy to say that I have found Paul and his Associates to be always available with a very friendly and efficient service.”

Shirley

“We have been depending on Paul’s professional services for a number of years, originally as tax consultants and then as investment managers over the past 8 years. All aspects of investment and taxation have been handled with the utmost efficiency.”

David and Evelyn

“If you are seeking efficiency, reliability and honesty with your accountant and the added benefits of financial planning and advice then this up to date progressive and yet personal practice is one I would highly recommend both commercially and personally.”

Mr and Mrs Dight

“Having been a client of Baggetta & Co for three years now I am happy to attest that I find their service to be thorough, efficient, reliable and friendly. I value the pro-active approach Paul and Rosanna take to their business in keeping clients updated, thinking and involved through newsletters and seminars. In particular I appreciate the personal touches – you are welcomed as a person and a client, you are a name not just a number, and you know your affairs and their best outcome are important to Paul and Rosanna and their staff.”

Lloyd

“We have always found Paul to be readily available to offer assistance and advice in all matters pertaining to our investments, and have been well satisfied with his advice.”

Mr and Mrs Gleeson

“We have been clients of Paul since we retired in 2000. Paul put together a retirement portfolio for us and has since then efficiently advised us in keeping our affairs up to date.
We find that Paul’s manner is very professional and that he and his wife Rosanna have been very friendly in their dealings with us.”

Mr and Mrs Underwood

“We live in Morley and travel all the way from there to Paul’s office because Paul and Rosanna give us the most friendly service of all the businesses we tried.”

Mr and Mrs Borman

“Paul and staff have at all times been very efficient in answering any queries. Nothing is too much trouble.”

Meyer

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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.