Ballast Financial Management
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Ballast Financial Management
Self-Managed Super Funds can be powerful tax vehicles with the right drivers behind the wheel. Our multi-disciplined advice, and diverse range of services, is a unique proposition we offer to all clients. How Your Business Can Save Thousands in Tax & Protect Your Assets With the Right Tax Structure.

2020 was a year like no other, with the pandemic forcing many people to rein in spending and focus only on necessities. If you're struggling financially, here are some steps you can take to get back on track. The gender pay gap is about more than just equal pay - it has far reaching consequences for women's (and children's) financial security over a lifetime.
Services
Our family values, commitment to integrity, honesty and professionalism are the cornerstones of our firm. To deliver our clients individually tailored, effective solutions with personalised service, a commitment to quality at all times and advice you can rely on. Paul Baggetta is proud of the exceptional service and quality work provided to his clients and enjoys working with like-minded clients who are looking for quality and excellence.
With over 38 years of experience, I have worked with different types of clients including business owners, professionals, investors, SMSF trustee's, pre-retiree's and retiree's; seeking overall tax and wealth planning advice. Over the years, it has been my mission and commitment to help my clients achieve their financial and lifestyle goals.
Established for over 30 years, our business experience has given us the necessary skills and expertise that has enabled us to develop a proven process that works for our clients. Servicing Doctors, Optometrists, Psychologists, Pharmacists, other Medical Professionals, and Medical Businesses and Practices including Pharmacies, Dental Surgeries and more.
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. After thirty years, I have now found the best accounting and financial planning service I have ever had.
The number of Australians seeking financial advice is growing and there are good reasons for this. In today's environment of frequent legislative changes and increasingly sophisticated financial choices, it can be difficult to find out what is the best path for you to take to achieve your financial goals.
Reviews (7)
Anna Serrao
Anna Serrao
Aug 27, 2021
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Daniel is excellent I should have meet him to do my tax years ago. Very informative about tax business
Rowena Catellani
Rowena Catellani
Sep 10, 2020
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Paul explained things so clearly and very knowledgeable. Many thanks for your great advice on taxes and investing in property.
James Attanasio
James Attanasio
Aug 26, 2020
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Excellent service.
Rosanna was very helpful, friendly and easy to talk to on the phone discussing our finances and arranging an appointment, making everything a breeze.
Paul clearly knows what he’s talking about; full of first-hand knowledge on a diverse gamut of financial topics, he answered all of our questions plus a number of other on-the-spot queries. My partner and I both feel like we’re in good hands and will continue to use Baggetta’s services come tax time.
Liusaidh Gilchrist
Liusaidh Gilchrist
Dec 14, 2019
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Jessica is an extremely helpful individual and provided me with a lot of insight and knowledge. Thank you.
Gerbera Maqiti
Gerbera Maqiti
Oct 13, 2019
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We have used Baggetta & Co for a few years and we are always very happy with the service that Rosanna and Paul, plus back up staff give us, both for our personal taxation and also our Pty Ltd. Paul and Rosanna go the extra mile to provide an outstanding level of personal service.
Janine
Janine
Sep 12, 2019
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Paul Baggetta and his team are great business advisors and financial planners. There are so many accountants out there claiming to provide "holistic" advice and DON'T! But these guys really do. They really care and listen.
Melissa Mandzuk
Melissa Mandzuk
Jul 16, 2019
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Paul and Rosanna have been the best accounting firm we have dealt with. They always make time to help out where they can with their vast experience and knowledge. My husband and I highly recommend Baggetta and Co. to anyone looking for a professional accounting firm in Perth.