40 Reviews

Michael Coorey

Strategic Planning Solutions Pty Ltd

Platinum

25 Yrs Experience

Sydney, NSW 2000

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Strategic Planning Solutions is a dynamic company specialising in the provision of tailored Strategic Financial Advice.

We aim is to help you achieve your financial and lifestyle goals by making smart decisions with your money.

We offer personalised strategies and innovative solutions, combined with exceptional service, care and commitment. We encourage open communication and aim to establish and develop ongoing relationships so we can help you keep on track despite inevitable market and legislative changes and most importantly, with full regard for developments in your own personal and financial life.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Redundancy
Aged Care
Cashflow & Income
Socially Responsible
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

All fees are tailored to the individual needs of our clients and are based on the complexity of the required advice. A written 'Terms of Engagement' is presented before any commitment needs to be made. It outlines: - What we understand your financial and lifestyle goals are and what you would like to achieve with our help. - What we feel needs to be done to help you achieve your financial and lifestyle goals and to make smart decisions with your money. - Our fee for our advice and implementation thereof.

4.25 July 2024

Michael and Deanna are always prompt in following up on our questions and always seek to make sure that we understand the advice and strategies involved. They always seek to give us the best returns on our superannuation investments.

5.00 July 2024

Michael and the team have been our strategic advisers for over a decade. The deep personal relationship is grounded on wise counsel and trust. Having worked through a number of life stages and challenges, his strategic recommendations have always been grounded in a sound implementation plan. Our financial plan is in good hands with Michael and the team. Would highly recommend and would not hesitate to act as a reference for him and the team.

5.00 July 2024

The team at Strategic Planning Solutions provide a wonderful personalised service due to their strong attention to detail and commitment to their clients financial success. They have significantly contributed to my short term goals, greatly improved my financial awareness and outlined both logical and achievable options for my future. I highly recommend their services.

5.00 June 2024

I strongly recommend Strategic Planning Solutions. As a new client about to retire I required accurate information and advice to plan our family retirement. Michael and Deanna went the extra mile and provided detailed advice which I implemented. My circumstances required Deanna to investigate the complexities of national and international Government Defined Benefits schemes. Michael was prompt, efficient, professional and knowledgably; he took time to explain the available options and develop the best course of action for me.

5.00 June 2024

My wife and I were referred to Michael by a relative who has used his services for over a decade. Approaching Michael and his team was the best thing we could have done to ensure financial security for our family now and into the future. Michael’s demeanour, experience, knowledge and candour are what makes him an outstanding person to help guide us. Michael’s entire team is equally knowledgeable and approachable and we could not be more happy with our relationship with Strategic Planning Solutions.