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Submitted URL: https://paradigmsp.au/
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Submission: On August 20 via api from US — Scanned from AU
Effective URL: https://paradigmsp.com.au/
Submission: On August 20 via api from US — Scanned from AU
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Skip to content Main Menu * Home * Who We Are * What We Do * Process * Philosophy * Clients * Articles * Contact Us * Search for: Search 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 SUBSCRIBE TO OUR MONTHLY FINANCIAL INSIGHTS AND RECEIVE OUR FREE E-BOOK The Five Key Components of Financial Independence JUST ENTER YOUR DETAILS BELOW Email Address Please enter a valid email address. Subscribe! Please check the captcha to verify you are not a robot. Thanks for subscribing! You'll receive an email shortly with a link to download our e-book. Something went wrong. Please check your entries and try again. 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 1 2 3 4 5 Tweet Share Share Pin 0 Shares Paradigm Strategic Planning (ABN 14 308 192 284) is a Corporate Authorised Representative (No.308310) of Sentry Advice Pty Ltd AFSL No. 227748 Financial Services Guide - General Advice Disclaimer - Privacy Policy Scroll to Top