Strategic Planning

Strategic Planning Solutions

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

Our aim is to help you achieve your financial and lifestyle goals and make smart decisions with your money.

Starting Out

"Where do I start?" is a common question and a dilemma we all face in so many areas of our lives.


Professionals and Families

Are you a professional, or a single or double income family?


Transitioning to Retirement

You are still working despite having reached Preservation Age.


Planning Your Retirement

At Strategic Planning Solutions, we define retirement as the point in your life when working becomes a choice.


Business Owners

Our philosophy is to help business owners maximise the probability of achieving their personal financial and lifestyle goals.


Personal Cash Flow Management

What is Cash Flow? Your personal cash flow is the difference between what you earn and what you spend.



December Interest Rate Decision

Thursday, December 08, 2016

The Reserve Bank of Australia (RBA) has kept the Official Cash Rate on hold at 1.5 percent. The decision was based on:
  ...Read more

Donald Trump Elected President of the US - Implications for Investors and Australia

Wednesday, November 09, 2016

I just read and watched an objective view of the Trump election victory by Dr. Shane Oliver, Head of Investment Strategy and Economics and Chief Economist at AMP Capital (Click here to read the article or watch the short video).

Key points to consider:

  • Donald Trump’s election as President of the United States risks ushering in a period of policy uncertainty which could cause further share market weakness in the short term.
  • Australia and Asia generally are particularly exposed to this given the high trade exposure regionally.
  • Trump’s victory is a negative for “risk assets” like shares and the $A in the short term – but if he becomes more pragmatic as President, any short term weakness will provide a buying opportunity.

Shane's concluding comments are worth noting and adhering to:

"Finally, while the Presidential election is an important political event, investors should remain focused on adhering to their financial objectives, ensuring that their portfolios are well diversified across asset classes and geographies, and continuing to take a long-term view."

Hang in there and feel free to contact me if you have any questions or concerns.

  ...Read more


Michael Coorey and his team provide an outstanding level of customer service. My wife and I are particularly pleased to be dealing with such a personable and knowledgeable financial adviser.

Michael, Deanna and Leonie continue to provide top quality service in a very friendly and personal way making us feel extremely comfortable and confident about our future. Thank you! We continue to recommend their services to friends.


Strategic Planning Solutions ABN 60 097 554 099 is a Corporate Authorised Representative of Matrix Planning Solutions ABN 45 087 470 200, AFSL & ACL No. 238256