Have a little fun in the fast lane!
At Strategic Prosperity Group, we are a team of qualified financial planners based in Perth, committed to providing professional financial planning services with a difference. Our team of experts has a combined industry experience of over 40 years, and we pride ourselves on our technical capabilities and attention to detail. Our goal is to help you achieve your financial dreams and aspirations, every step of the way.
Our Services
We offer a comprehensive range of financial planning services, including personal financial services, retirement planning, wealth creation and tax planning, wealth protection, debt management, superannuation, estate planning, and business financial services. Our sophisticated financial modeling tools allow us to take away the guesswork, ensuring that you employ financial planning strategies that will allow you to live your dream sooner. We can help you to identify areas to minimize tax and maximize wealth creation potential, put a debt reduction strategy in place, and utilize superannuation as a tax-effective retirement savings vehicle.
Our Approach
Our approach is centered around building strong and lasting relationships with our clients. We attribute our growing client base to the strong relationships we build, expert advice, and the high level of service that our clients consistently receive. We are proud of the fact that our clients have relied on us to provide personalized, strategic, and tailored financial advice that meets their individual needs and circumstances. Our advice is fee for service, and we are happy to work with other professionals already engaged by you, such as your accountant or solicitor, to ensure that your financial plan encompasses all your financial needs.
Our Team
Our team of experts has combined industry experience of over 40 years, and we pride ourselves on our technical capabilities and attention to detail. Our senior advisers have attained their Certified Financial Planner (CFP) accreditation, which is the highest level of industry certification that can be achieved. We are well-placed as leading technical experts in our field, and we continue to develop our skills through ongoing professional development to stay up-to-date with changing legislation and industry trends.
Our Values
Our integrity and commitment to our clients are our highest priority. We are proud of the fact that our growing client base is a result of word-of-mouth and referrals from our valued clients. We attribute this success to the strong relationships we build, expert advice, and the high level of service that our clients consistently receive. Our attention to detail is second to none, and we pride ourselves on our ability to utilize state-of-the-art technology that delivers optimal results for our clients.
Exceptional Financial Planning and Expertise
The reviewers rave about the exceptional service and expertise provided by the Strategic Prosperity Group team, particularly Svetlana and her associates Melissa and May. The team's attention to detail, personalized approach, and ability to understand clients' needs and goals have resulted in outstanding financial outcomes for many clients.
Building Trust and Confidence
Reviewers highlight the team's ability to instill confidence and trust, making clients feel comfortable and secure in their financial decisions. Svetlana's calming and assured manner, as well as her ability to explain complex financial concepts in a clear and understandable way, have been particularly praised.
Delivering Results
Many reviewers report significant returns on their investments, with some experiencing returns of over 20% in a short period. Others have achieved their financial goals, such as retiring comfortably, thanks to the team's guidance and support.
Personalized and Holistic Approach
The Strategic Prosperity Group team is commended for their personalized and holistic approach to financial planning. They take the time to understand clients' unique situations, goals, and aspirations, and tailor their advice and support accordingly.
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