I have a genuine interest in your individual and family situation and want to assist you in making sound financial decisions based on your lifestyle goals and objectives.
Mark gave me precise information on my particular financial situation going forward and how my SMSF is structured.
Mark has always given full attention to all areas that I need advice and help with. I have a small business and I would not have got this far without Marks knowledge and commitment.
Mark has helped me adjust to the new close-to-retirement situation in which I find myself with great empathy, understanding and professionalism. I'm very glad to have him on my financial management team and recommend him and his colleague Mark Newman without reservation.
My husband and I were recommended Mark and Paradigm Strategic Planning Pty Ltd after inheriting some shares. We approached them on assistance in refinancing our debt, consolidating our share portfolio and advice on our investment properties. They have restructured our finances to improve our cashflow and went above and beyond in assistance with gathering information regarding investments inherited from family. We are very happy with the guidance that Mark and Paradigm have given us and would not hesitate to recommend them.
Paradigm Strategic Planning has provided my wife and I holistic, strategic advice for more than 10 years. Mark is always available and has a measured and calm approach. He is very professional, extremely thorough, honest and abreast of current issues and is advice focussed not product driven........everything they do is about the outcomes my wife and I are looking to achieve. We are confident our financial future is in a competent and very safe set of hands.
- Adviser status Platinum
- Number of reviews 17
- First year providing advice 2000
- Years of experience 23
- Bachelor of Business (Accounting and Finance)
Paradigm Strategic Planning Pty Ltd12 Bowman Street
South Perth, WA 6151
- 9:00am – 4:00pm Friday
- 8:30am – 5:00pm Monday – Thursday
Sentry Advice Pty Ltd