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WHAT WOULD YOU BE DOING
IF YOU WEREN'T WORRYING ABOUT MONEY?


WHO WE ARE

Paradigm Strategic Planning is a boutique financial planning practice based in
Perth. We deliberately maintain a small client base to ensure all clients
receive the full benefit of our combined 50+ years of experience.


WHAT WE DO

We provide a truly holistic service that ensures the financial planning
decisions our clients make are well-informed and always take into account their
current and future lifestyle goals. Nothing illustrates the depth of financial
advice we provide better than the thousands of words we've written over the
years on various financial topics. You can browse those articles by clicking on
the category links below.

Debt Management


DEBT
MANAGEMENT

Budgeting


CASHFLOW & BUDGETING

Property


PROPERTY
INVESTING

Finance


FINANCIAL
ADVICE

Estate Planning


ESTATE
PLANNING

Retirement


PLANNING FOR
RETIREMENT

Investing & Shares


INVESTING AND THE
SHARE MARKET

Small Business


SMALL BUSINESS
ADVICE

Superannuation


SUPERANNUATION
PLANNING & ADVICE


OUR PHILOSOPHY

Life is for living now. Not just when you're on your yearly holiday. Not when
the kids finally leave home. Not when you retire. Now. Here's how we help our
clients create a secure future while living firmly in the now.

HOLISTIC APPROACH

LIFELONG COACHING

PERSONALISED ADVICE


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LATEST ARTICLES


ROLE-REVERSAL: WHEN PARENTS ARE RELYING ON YOU

August 23, 2022


WHO GETS YOUR SUPER?

July 6, 2022


STUDY FINDS: ADVISED CLIENTS OUTPERFORM NON-ADVISED

October 6, 2021



WHAT OUR CLIENTS ARE SAYING

"Mark has provided me on-going support in all areas in relating to financial
planning and assistance. He has assisted me through both business and personal
finances and always provides sufficient and expert advice. Mark always takes
time to understand my individual circumstances and I feel that he always has my
personnel interest at the forefront of all advise provided."

~ Gareth, Subiaco

"We have been clients of Mark’s for many years. During that time we have seen
our wealth grow from basically nothing to the point where we confidently
navigated through the COVID19 issues without losing any sleep. He has clearly
explained all our options throughout our financial relationship including
investments we would not have had the ability to pursue without his help. We
have a clear path to where we want to be in the future and know that, without
his help and guidance, we would be in a completely different position. The
additional assistance with wills, super, insurances etc. has also meant we no
longer need to worry about our financial futures."

~ Danielle, High Wycombe

"Mark has taken the time to understand our financial needs and appetite for risk
as well as our lifestyle and values. He has advised us and helped us with all
our major financial decisions over the past 10 years or so and has provided
informed, objective analysis of any ideas we have brought to him. He keeps his
client numbers to a manageable level to ensure he has sufficient time to provide
personalised service and is always available to take calls and respond to
emails."

~ Rob, City Beach

"My husband and I were recommended to the Marks at Paradigm Strategic Planning
after inheriting some shares. We approached them for assistance in refinancing
our debt, consolidating our share portfolio and advice on our investment
properties. They have restructured our finances to improve our cash flow and
went above and beyond in assisting us with gathering information regarding
investments inherited from family. We are very happy with the guidance that the
Marks and Paradigm have given us and would not hesitate to recommend them."

~ Terri, Willetton

"As a long time client of Mark, I can say without question that he is an
extremely knowledgeable advisor, able to convey information in an easily
understandable and very friendly, informative and instructional manner that
gives my wife Barbara and I a confidence in his understanding of our needs and
desires for our future. I could not recommend a better advisor than Mark and
have had the pleasure of recommending a number of friends and acquaintances to
him for advice, counsel and guidance in his field of expertise."

~ James, Applecross

"Mark has provided me on-going support in all areas in relating to financial
planning and assistance. He has assisted me through both business and personal
finances and always provides sufficient and expert advice. Mark always takes
time to understand my individual circumstances and I feel that he always has my
personnel interest at the forefront of all advise provided."

~ Gareth, Subiaco

"We have been clients of Mark’s for many years. During that time we have seen
our wealth grow from basically nothing to the point where we confidently
navigated through the COVID19 issues without losing any sleep. He has clearly
explained all our options throughout our financial relationship including
investments we would not have had the ability to pursue without his help. We
have a clear path to where we want to be in the future and know that, without
his help and guidance, we would be in a completely different position. The
additional assistance with wills, super, insurances etc. has also meant we no
longer need to worry about our financial futures."

~ Danielle, High Wycombe

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Paradigm Strategic Planning (ABN 14 308 192 284) is a Corporate Authorised
Representative (No.308310) of Sentry Advice Pty Ltd AFSL No. 227748

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