How We Help
Strategic Planning Solutions offers a range of services to help you take control of your financial future. Scroll through our client stories to see how we can help you.
Starting Out With Confidence
Protecting the Family
Michael has been nothing but excellent in our dealings. He's diligently helped with our families personal insurance needs and is always very approachable and knowledgeable. Michael genuinely cares about his clients and setting them up to win.
MATT
Newly-wed, First Home Buyer
Under 35
Budgeting for Success
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.
NADINE
Single Professional, Saving for First Home
36-45
Taking Control Over Your Finances
Consolidating Debt
The news these days is full of people struggling to make ends meet ie pay bills and put food on the table. It made me feel so very grateful that I have the security of an income and a roof over my head. I wouldn't have had any of this if I hadn't followed your advice and got myself out of debt and begun to salary sacrifice. Just wanted you to know how very grateful I am to you both for setting me on the path to financial security.
CHRIS
Recently Retired, Debt-free
Over 70
Advice for Changing Needs
Michael has always provided us with carefully considered and correct advice. Initially this relationship started with Insurance & protection advice and proved to be extremely valuable to us in a time of need. The relationship now, with a lot a great guidance from Michael by understanding our needs and goals, is built around asset protection, building wealth and retirement goals.
MARK
Young Family, Building Wealth
46-55
Living Comfortably
Maintaining Your Lifestyle
We've been a client of Michaels for many years, and he is always available to help guide us through the various life stages so that we can still achieve our goals. We really value his attention to the core values we have and the options he provides that's always suitable and in our best interests. Would highly recommend his service.
JACQUI
Professional Couple, Building Investment Portfolio
36-45
Financial Coaching
Help When You Need It
Both our short and long-term plans and goals are evaluated and multiple financial scenarios are discussed, allowing us to make informed decisions. Michael's authentic and engaging style is matched by his professionalism and attention to detail; the perfect blend which allows us to feel absolutely confident about our current, and future, financial position.
TIM
Long-term Client, Support for Insurance Claim
56-65
Financial Confidence
For several years Michael has provided us with advice and support in the area of superfunds and insurance. In an ever-evolving industry he has a great skill of explaining all the options, in a way that's clear and digestible. He's always a pleasure to work with and makes the arduous task of finance a much more comfortable place to be!
CHER
Working Mother, Super and Insurance Advice
36-45
Peace of Mind
Preparing for Retirement
They are always available and very approachable. Their help on my transition to retirement has been extremely helpful and I could not have done it without them. Michael's advice is very easy to understand and personally I find him relatable and knowledgeable. I would recommend Michael's services in a heartbeat.
RHONDA
Recently Divorced, Transitioning to Retirement
Over 65
Restructuring Wealth for Retirement
They provided easy-to-understand explanations for all financial concepts, making the entire process much more approachable and less daunting. They were always prompt in responding to my queries, and their clear, timely, and accurate communication ensured that I felt confident and informed at every step of the way.
KATE AND JON
Property Investors, Retiring to Australia
56-65
Confidence in Retirement
Managing Your Estate
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.