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Strategic Prosperity Group - Financial Planning Specialists

  1. Osborne Park
  2. Osborne Park Finance

Reviews, get directions and contact details for Strategic Prosperity Group - Financial Planning Specialists

Strategic Prosperity Group - Financial Planning Specialists
Address: Lvl 1, Suite 8/25 Walters Dr, Osborne Park WA 6017, Australia
Phone: (08) 9445 9555
State: Western Australia
City: Osborne Park
Zip Code: 6017


Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
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
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
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.
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 people care about their clients and they take pride when their hard work helps them achieve their financial aims I look forward to dealing with Strategic Prosperity Group well in the future Steve & Cassie Back
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