Michael Coorey Coorey

Strategic Planning Solutions Pty Ltd

Platinum
23 Yrs Experience
Sydney, NSW 2000

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.

Expertise

  • 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

My fees

I offer a free initial consultation for potential new clients. Get in touch

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.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 26
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Strategic Planning Solutions Pty Ltd

Suite 322, King Street Wharf, 5 Lime Street
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Strategic Advice Australia Pty Ltd

AFSL 523703