Our Clients

Kaye (Doctor) and Barbara hired Paradigm as their Financial Advisors in 2009

“Probably one of the most important decisions I have made in my life was when a close friend of mine recommended Mark Newman and Mark Rich to me. It has changed mine, and my wife’s direction in financial life and has seen us move from a non-directional path to a very positive and focussed one.

I cannot speak highly enough about Paradigm. Mark Newman and Mark Rich are very professional in all that they do. They have given a sensible, strategically planned approach to our financial status and future. This is a very hands on, one on one group of highly intelligent people whose attention to detail, follow up and communication is second to none.

I have had no hesitation in recommending them to my friends and colleagues.

I thank them both sincerely”

June 3rd, 2011

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Nigel (Engineer – Oil & Gas) hired Paradigm as a Financial Advisor in 2005

Top qualities: Personable, On Time, High Integrity

“Mark is a friendly, down to earth financial advisor. He takes the time to understand what you want and need.”
January 25, 2011

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Kelly (Small Business Owner) hired Paradigm as a Financial Advisor in 2008

Top qualities: Personable, Expert, High Integrity

“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, 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!”
January 20, 2011

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Yen (Pharmacy Owner) hired Paradigm as a Financial Advisor in 2004

“I started out with Paradigm some 7 years ago, shortly before purchasing my first pharmacy. I am a pharmacist practising in my own business in WA and managing a few more spread over the East Coast. I spend 3 days a week working in my pharmacy, and the other two days of the working week looking after my other stores which I have in partnership as well as looking for new opportunities within and outside of pharmacy.

Practising pharmacy requires an interesting mix of skills. The professional competence is one thing, the business side is another. This is where I find having the skills of the Marks at Paradigm invaluable. I believe it is essential in any business however, too have a good team of professionals supporting your path to creating whatever it is you envisage for yourself financially. Having financial advisors is a fundamental block in this foundation of your team, along with your accountant, lawyer and others. When it comes to support, I have discovered that this means that when I have an issue or an opportunity, I can turn to one of the guys at Paradigm for objective financial advice which is tailored specifically to my goals for wealth creation. Sometimes this advice is different to what I think I want to hear, but that’s the great thing about it! It’s objective advice which allows you to then decide whichever way suites you. Sometimes I don’t do as I’m advised because of emotional factors which come into play, but honestly I wouldn’t have it any other way. The holistic way in which the Marks look out the service they provide definitely caters for times when decisions are made in this way.

Mark Newman helped my husband and I ensure that our essential bases were covered when it came to things such as wills, personal insurances such as income protection and asset protection.  These are the things which every single person in business should have sorted from the beginning but more often than not, are not tended to. I feel confident that my house is in order so I can continue to run my businesses and look for new opportunities knowing that if anything should happen, all the safety nets are in place.

Mark Rich is a great sounding board for offering accountancy based advice on the numbers side of things. When I need help and advice on how the numbers stack up for a particular scenario, I get an answer which incorporates what I have stated as my immediate as well as long term goals for my portfolio. It’s not just an answer, its advice on how that decision is going to affect what I want for myself in the future. It’s encompassing of my whole financial situation.

I love having a team looking after my financial portfolio who are so professional, accessible (I can call anytime and will get to speak to either of the Marks), personable and so balanced in their advice. The service I get is prompt, research based, and tailored to my needs. It’s a bespoke package with which I am very happy.”

July 25, 2011