OUR CLIENTS
"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 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
“When we first approached the team at Paradigm Strategic Planning we knew there were a lot of things we should be taking care of (like life insurance, location of our superannuation, consolidating debt, future planning) but we didn’t have the time to research all the best options ourselves. We were confident that we were making sound decisions with regards to our financial future, but wanted some third party advice/ confirmation. Mark and his team and Paradigm have provided this and more. Not only are they lovely people with a genuine interest in helping you achieve your lifestyle goals, but they are also excellent communicators and skilled at bringing in the right kind of expertise where and when needed to complement their own considerable knowledge base. I tend towards the evangelical when describing the level of service they provide because frankly, it is quite rare!”
~ Kelly, Scarborough
"We have been clients of Mark’s for more than fifteen years during which time we have found his advice to be sound and he understands our needs. He is always available to give advice and reassurance during troubled times such as the GFC and more recently COVID when things seemed uncertain. This has enabled us to enjoy our retirement with the certainty of good financial advice. We would not hesitate to recommend him."
~ Ian and Corrie, Applecross
"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 have been in a completely different position. The additional assistance with wills, super, insurances etc. has also meant that we no longer need to worry about our financial futures."
~ Danielle, High Wycombe
"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 personal interests at the forefront of all advice provided."
~ Gareth, Subiaco
"Mark has spent time to understand oour 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
"Mark has given us advice in areas including self managed super funds, managing debt, portfolio management and investment strategies. Mark is always able to explain things to us in a clear way. Through Mark's knowledge and experience, I feel very confident that the advice given is right for our needs. We always receive Mark's full care and attention when we need it."
~ Ian, Dawesville
"My husband and I were recommended to Mark and 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 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."
~ Terri, Willetton
"Mark and his partner have been looking after all aspects of our financial affairs from wealth protection and estate planning to tax planning, debt management and self managed super funds. Mark is able to clearly explain our situation and options in layman's terms. Over the years we have benefited from his advice and knowledge and we have always felt confident that we were given good advice for our individual requirements."
~ Sue, Thornlie
"Through Mark’s broad knowledge, experience and integrity, I always feel very confident that the advice given is right for my needs and circumstances and I have always received Mark’s full care and attention when I need it."
~ Barbara, Coogee