• A Holistic Boutique Firm

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

    - John & Glenda

    Holistic Financial Advice In Perth

    Our multi-disciplined advice, and diverse range of services, is a unique proposition we offer to all clients. As Taxation Accountants and Financial Planners, our professionals wear both hats. They understand the tax implications of their financial planning advice, as well as the financial planning opportunities that sit behind their tax advice.?

    Accounting & Taxation

    Business & Corporate

    Our job is not just about managing your numbers, it’s about helping you manage the entire performance of your business
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    Self-Managed Super Funds

    Providing a holistic financial solution for your SMSF delivered with technical expertise
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    Advisory

    Our taxation advice services will provide you with specialist advice tailored to you and your specific circumstances
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    Happy colleagues working together on laptop and folder in the office

    Professionals & Investors

    Providing you with a tailored solution to achieve your lifestyle goals and minimise your tax position
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    Property Investors

    Helping property investors build cash flow and wealth with strategic taxation advice & services
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    Financial Planning

    Self-Managed Super Funds

    Your complete financial solution, providing you with peace of mind in a complex and ever-changing legislative environment
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    Business & Corporate

    Helping you create financial certainty beyond the success of your business, right up to and including succession planning
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    Professionals & Investors

    Our Advisers work very closely with individuals aspiring to grow wealth through effective investment strategies
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    Retirement Planning

    Whether your retirement is just around the corner or a few years away, our sound financial advice & strategic planning will set you on the right path
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    Advisory

    Providing you with advice you can rely on, tailored to you and your specific circumstances, as and when you need it
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    Current Articles

    The Coronavirus and its impact on markets

    Given the significant public interest in the Coronavirus and its impact on share markets, this bulletin looks at some of the recent market developments as well as further implications for GDP growth in China and Australia. It’s important to keep in mind that as the situation is constantly evolving this article is a ‘point in time’ assessment.

    ?Grow your super this year

    With a large gap between how much people think they need and what they actually need, we look at ways you could increase your savings in retirement.

    Is it time for a change?

    For more information about the services we provide or to see if Baggetta & Co are a fit for you...

    Schedule a free 15 min phone consultation

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