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
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.
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.
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 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 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.
Reviews (6)
Kirstin Bouse
Nov 30, 2020
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Paddy Zammit
May 28, 2020
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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
Michael Paterson
May 27, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
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
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
Steve Back
Dec 05, 2019
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When we first met Svetlana & her great team in their office in late 2008, we were self-employed with a good income but with almost no savings or superannuation
After that meeting, in 2009 we initialised a plan for a superannuation & investing with a strategy leading to retiring comfortably
Fast forward to 2019, we are retired with a fantastic portfolio & a very good retirement income
All this in 10 short years !
I cannot recommend Svetlana , Melissa & May too highly , their attention to our specific financial situation & developing a strategy to suit was always greatly appreciated
Also , these
After that meeting, in 2009 we initialised a plan for a superannuation & investing with a strategy leading to retiring comfortably
Fast forward to 2019, we are retired with a fantastic portfolio & a very good retirement income
All this in 10 short years !
I cannot recommend Svetlana , Melissa & May too highly , their attention to our specific financial situation & developing a strategy to suit was always greatly appreciated
Also , these
Tracey Cotterell
Sep 28, 2019
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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
Stan King
Jul 18, 2019
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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
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
