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.
Michael has been fantastic! His questions at our first meeting were not all completely what you might expect from a financial planner and I was very impressed with him trying to understand my overall goals in life and what motivates me. The advice was extremely comprehensive and he insisted on explaining it to me so that I understood everything he was recommending and why. Michael and his team have made it so easy for me to change super funds and change insurances, things that I would most likely have never gotten around to doing. Michael has been extremely accessible in providing ad hoc advice and liaising with other parties to ensure everyone is working together with my best interests. Hoping I can keep him forever!
I found Michael to be very easy to talk to, communicate with. He made me feel comfortable understanding areas that I may have found confusing and communicated in a down to earth and honest manner. I trust him.
My wife and I were referred to Michael Coorey via a friend and from the very first minute have found him attentive, caring and excellent to deal with. His knowledge and advice is first rate and he is always there for us. I cannot recommend him highly enough as an outstanding financial adviser.
Michael has provided relevant and timely advice, always within the context of my overall financial goals and requirements. He has made himself available to guide me through the complex process of winding up my SMSF and transferring to an industry fund.
Michael has always been professional and current with his advice.
- Adviser status Platinum
- Number of reviews 32
- First year providing advice 1999
- Years of experience 25
- 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
- In person
- Video call
Strategic Advice Australia Pty Ltd