Strategic Prosperity Group - Financial Planning Specialists 30 Hasler Road, Osborne Park, Western Australia 6017
About the Business
Welcome to Strategic Prosperity Group, your trusted financial planning specialists in Osborne Park, Australia. With our team of qualified and experienced financial planners, we are dedicated to providing professional financial planning services with a difference.
At Strategic Prosperity Group, we understand that each individual has unique financial goals and aspirations. Whether you need advice on your industry super funds or planning for your retirement, we are here to help. Our primary focus is on offering our clients quality strategic advice and building strong and lasting relationships.
What sets us apart is our commitment to using sophisticated financial modeling tools. These tools allow us to take away the guesswork and provide you with accurate and personalized financial planning strategies. Our aim is to help you live your dream sooner by implementing effective strategies that align with your goals.
Our ultimate goal is to ensure that you reach your financial dreams and aspirations, every step of the way. We believe that financial success is not just about generating wealth, but also about giving you control over your future. With our expertise and guidance, you can gain a greater sense of financial security and independence.
Strategic Prosperity Group Pty Ltd is proud to be a Corporate Authorised Representative of Sentry Advice Pty Ltd AFSL 227748. This affiliation allows us to provide our clients with comprehensive financial planning services while adhering to industry regulations and standards.
If you are ready to take control of your financial future and make your dreams a reality, we invite you to contact us today. Our team of financial planning specialists is here to listen, assist, and guide you towards a prosperous and secure future. Trust Strategic Prosperity Group to help you achieve your financial goals and create a brighter tomorrow.
Photos
Location & Phone number
30 Hasler Road, Osborne Park, Western Australia 6017, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Working with the team at Strategic Prosperity Group has been amazing. Clear information, know their 'stuff', encouraging, helpful - they have been critical in helping me reach my financial goals. I can't recommend them highly enough."
"After sitting on our hands for years, we finally started investing this year. Svetlana got us into the market with an initial amount and regular monthly additions. So far, since March, we've had in excess of a 20% return on investment. Can't complain about that. Cheers, Linda and Michael"
"We have been going to Svetlana for about 14 years and she has always been very helpful and professional. She has done a great job of looking after our superannuation and making it grow, my husband is a worrier but she always manages to reassure him and put his mind at rest. Apart from that she is an absolutely lovely lady, always has a smile on her face and a friendly welcome. Her associates Mel and May are also always very helpful.I would have no hesitation in recommending Strategic Prosperity to anyone looking for a financial adviser"
"Having looked after my father's financial affairs for a couple of decades, I asked Svetlana to assist my wife and I prepare for our retirement. Suffice to say, we are now retired, ahead of expectations and feeling confident that our finances will support us adequately! Through all of our initial interactions, Svetlana’s calming and assured manner instilled in us a feeling of confidence and trust. She took the time to really understand what we were hoping to do and how we wanted to live, and then explained how we could achieve this, in a clear and understandable way. The ongoing and professional support we now receive from Svetlana, Melissa and May has further strengthened our trust and comfort that the team has our best interests at heart. We have no hesitation in recommending Svetlana and the team at Strategic Prosperity Group to our family, friends and anyone looking for expertise and genuine support in financial planning."
"Svetlana at Strategic Prosperity is unlike any financial specialist we’ve ever dealt with. Her diligence in really understanding our family business, who we are as people and where we are going is second to none. There is none of the uncertainty in understanding our options that we’ve had with other financial advisors in the past. We know exactly why and what she’s advising us and it’s obvious Svetlana genuinely wants to help people achieve financial independence. Meetings are personal, holistic and tailored to our needs, we always come away feeling inspired. Our trust has grown with the whole team at strategic Prosperity Group, they are there to assist and support us. Our investments have even shown solid growth in this uncertain economic time in Australia, so thanks Svetlana it’s brilliant to know you’ve ‘got our backs’. ANTHONY & TRACEY COTTERELL MATTERS OF TASTE COOKING SCHOOL"
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