Strategic Planning Solutions is a dynamic company specialising in the provision of tailored Strategic Financial Advice.
My 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.
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.
A thoroughly professional interaction with clear and timely information provided, and demonstrated value added. A pleasure to deal with Michael and his team and all my financial planning objectives were met.
My wife and I have found Michael and his team to be highly knowledgeable, thorough and friendly. They have always provided sound advice, explained this well and helped us implement a it strategies. We recommend them.
Michael has been my wife's and my financial adviser for nearly 20 years. During that time he has consistently demonstrated the highest levels of product and industry knowledge. A priority for Michael is that our immediate needs and future plans are simultaneously considered. Both our short and long term plans and goals are evaluated and multiple financial scenarios are discussed, allowing us to make informed decisions. The communication from his office team allows us to accurately track our progress and any questions we may have are dealt with immediately and thoroughly. Michael's authentic and engaging style is matched by his professionalism and attention to detail; the perfect blend which allows to feel absolutely confident about our current, and future, financial position. We have complete trust in Michael and his team at Strategic Financial Solutions in handling every aspect of our financial needs.
Michael and the team are very knowledgeable and easy to work with. I especially like they way strategies are explained in simple terms and the support given to implement the strategies.
This is a family business and all the team are really easy to talk to and very happy with the service and strategies we now have in place.
I would happily recommend Michael, Deanna and the team at Strategic Planning Solutions.
Michael & his team are highly professional and always available to give financial advice when needed and keep us updated on our investments on a regular basis! We are completely happy with the Services they have provided us over 12 years!
- Adviser status Platinum
- Number of reviews 26
- First year providing advice 1999
- Years of experience 23
- Master of Financial Planning
Strategic Planning Solutions Pty LtdSuite 322, King Street Wharf, 5 Lime Street
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
Strategic Advice Australia Pty Ltd