We are a Perth based group of qualified financial planners who provide professional financial planning services with a difference. Whether it is providing advice on your industry super funds or planning for your retirement, we pride ourselves on offering our clients quality strategic advice and building strong and lasting relationships.
Our sophisticated financial modeling tools allow us to take away the guesswork so we can ensure you are employing financial planning strategies that will allow you to live your dream sooner. Identify their cashflow and assist with minimizing tax and maximizing wealth creation potential via savings and investments.
Our sophisticated financial modeling tools allow us to take away the guesswork so we can ensure you are employing financial planning strategies that will allow you to live your dream sooner. Identify their cashflow and assist with minimizing tax and maximizing wealth creation potential via savings and investments.
Services
The Team
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Svetlana is a certified financial planner and has a Bachelor of Economics degree together with a graduate diploma in Economics and has worked in the financial planning industry since 1994. Svetlana provides expert advice in all areas of financial planning focusing on holistic financial management to both individuals, businesses and corporates.
Our Services
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It is important to start planning for your retirement as early as possible. Time is our greatest asset. The earlier you start planning for a secure retirement, the less you will have to save as retirement approaches and the greater the power of compounding. With retirees these days needing to fund at least 20 years of retirement on average and potentially much more, the challenge is how to do it and how to preserve your capital for longer.
Wealth Creation & Tax Planning
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At Strategic Prosperity Group we are committed to understanding what's important to you and will work with you to develop a personalised strategic plan aimed at helping you achieve your personal goals. Financial freedom is what we all dream of and with a carefully constructed wealth management plan you will be well on your way to a secure financial future.
Debt Management
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Debt plays an important role in helping you to achieve your lifestyle goals and objectives. It must however, be managed effectively as some debt structures are more efficient than others and debt can also prohibit you from achieving your personal goals. Inefficient debt results in high interest costs that hamper you achieving your goals and objectives.
Superannuation
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Superannuation is an essential savings vehicle for your future. With low tax rates and a multitude of government concessions, super is one of the most attractive retirement savings vehicles around. But the question is. It is important to note that your super is likely to be the second largest asset you will own in your lifetime, after your family home so it's critical you understand how it works and how you can use it to your advantage.
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