Together we make
your happy happen.
Who We Are
Why We Do What We Do
Our mission
At Strategic Planning Solutions, we believe that positive financial relationships help create happiness. That’s why our mission is to transform every relationship with money into a positive one.
How we do this
We use innovative financial thinking, a level of care that goes beyond expectations, and a commitment to building long-term growth for our clients.
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This is done through Goal-Centric Financial Advice. ​Here’s how it works:
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We find out what your goals are, your lifestyle needs, your future plans, and what’s important to you
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We create a financial strategy that will set you up to achieve those goals, in a way that aligns to what’s important to you
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We work with you to keep you on the path, making adjustments when things change
Why should I get Goal-Centric Financial Advice?
Today, we’re here to build you a tailored financial plan that will lead you to your happiness and peace of mind.
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Think of us as a personal trainer for your finances. There’s nothing to stop you from going to the gym and working towards your own fitness goals. However, a personal trainer has the insight and expertise to help you achieve those goals sooner. Plus, they keep you accountable when you’re struggling to keep up your workout schedule.
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We operate in a very similar way. We let you tell us what your goals are. Then we apply our expertise and financial knowledge to help you achieve those goals sooner. And when things need to change, we make sure your financial strategy is still working for you.
Meet the Team
“I want to play an integral part in your financial journey by helping you make wise decisions with your money. My ultimate aim is to provide you with greater understanding, certainty and peace of mind about your ability to achieve your goa"
Michael Coorey
Principal Strategic Adviser
Michael began his career as a financial adviser over 25 years ago in 1999, excited by the prospect of empowering others to achieve their aspirations through smart financial choices. Throughout his career, he has become a trusted confidant, sharing in the joys and challenges of his clients' lives, forging lasting connections along the way. At the heart of his advice is a genuine desire to make a meaningful impact on the world. Michael is an avid car enthusiast and enjoys the thrill of the racetrack and exploring challenging new roads. Dedicated to maintaining a healthy lifestyle, he prioritises regular exercise while also relishing in the simple pleasures of sharing a cold beer with friends. Family holds a special place in Michael's heart, with cherished moments spent traveling and creating memories, particularly with his beloved granddaughter. In both his professional and personal endeavours, Michael embodies a commitment to excellence and genuine care for those around him.
“What’s your life story? I’m here to help you write it.”
Deanna Coorey
Financial Adviser
Deanna is the co-founder of SPS, which she started alongside her husband Michael over two decades ago. With a keen eye for detail and a passion for helping clients navigate the complexities of finance, she oversees all aspects of advice preparation. Thanks to Deanna, all our clients receive solutions tailored to meet their individual needs and financial goals. Beyond the world of finance, Deanna finds joy in spending quality time with her kids, granddaughter, and cherished friends. She can often be found seeking solace in the outdoors, embarking on long bush walks and relishing the tranquillity the natural world brings. Deanna is equally at home curled up on the lounge, immersing herself in the captivating narratives of a good movie. Balancing her professional expertise with her love for family, nature, and leisure.
“I want to provide a safe space where my customers can openly discuss their financial worries and dreams.”
Claire Tamine
Financial Adviser
Claire Tamine is a Financial Adviser who has been working in the advice industry for over 5 years. Claire has a keen interest in helping women and young people map out their financial paths, fostering genuine connections and empowering them to feel confident and secure about their future. Outside of work, you'll find Claire enjoying quality time at the park with her daughter, or whipping up a challengingly delicious and nutritious meal in the kitchen. With a balanced approach to life and finances, Claire is dedicated to both professional excellence and personal fulfillment.
“I’m here to make your experience as seamless as possible.”
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Charlene Uy
Client Services Administrator
With nearly a decade of experience in administrative and client management roles in the banking and financial services sector, Charlene is committed to delivering exceptional service as a Client Services Administrator. She thrives on providing dedicated support, ensuring a seamless experience for all clients. Outside of her professional endeavours, Charlene loves doing karaoke at home with her family or hanging out with friends. She also enjoys unwinding by listening to music and watching travel vlogs, cooking tutorials, and home makeover videos. These different sources of entertainment help her relax and feel connected to different cultures and lifestyles.
“I believe life is a journey, and I take joy in every twist and turn!”
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Beverly Coorey
Client Services Manager
Bev has over 15 years’ of experience in the financial advice industry, through which she has helped foster a warm and supportive environment for SPS clients and staff, appreciating the significance of maintaining genuine relationships in the financial sector. Her commitment to her role extends beyond routine tasks, and she takes joy in being a pivotal part of our clients' financial journeys. Family is everything to Bev, who is a proud mother to four awesome adult kids. –When she’s not keeping the office in order, you'll catch her nose-deep in a good book or getting her craft on with cross-stitch and tapestries. Bev has a real knack for turning thread into art! In her downtime, as well as bonding with family, Bev loves being on the road, joining  her husband in  exploring the beauty our country has to offer.
Better Futures
Beyond Our Borders
We don’t just want better futures for our clients – we also believe in extending that positive difference to other communities.
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In 2015, following a deeply personal encounter with Ugandan-born Raphael, Michael and Deanna embarked on a project to transform lives in Pece Acoyo, Raphael’s village. Partnering with Child Fund, they raised over $10,000 to build a well from which all the villagers could access safe and secure water.
The well was completed in January 2016, and Michael and Deanna travelled to Pece Acoyo to attend the official opening. The impact of the project was clear. The children in the village were no longer sick from unclean water. The village’s women and children did not have to cross a dangerous road multiple times a day to fetch water from over a kilometre away. That time was now being used to pursue study or home industry. One woman even delighted in telling the team she could now wear white clothes because she finally had clean water to wash in!
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The success of the project led the team to undertake another safe water program in 2017, this time with the School for Life Foundation. $8,000 was raised to install a clean water source at Mbazzi Primary and Secondary School in Uganda, providing support to the students and teachers, as well as thousands of people living in the surrounding communities.
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Strategic Planning Solutions continue to support School For Life and the other projects they are undertaking to benefit children in Uganda. If you would like to learn more about the work being undertaken, visit: schoolforlife.org.au