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 by making smart decisions with your money.

Starting Out

Are you saving for a home deposit, a new car or a holiday? Do you need a hand to put the right building blocks in place to help you achieve your goals?


Professionals and Families

Are you a professional, or a single or double income family and would like help designing the lifestyle you desire, both, now and into the future?


Transitioning to Retirement

Are you looking to ease your way into retirement, whilst taking advantage of the current superannuation rules?


Planning Your Retirement

Are you on track to achieve your desired retirement income and enjoy the retirement lifestyle you desire?


Business Owners

Is your business serving, enhancing and rewarding your lifestyle by helping you achieve your personal goals?


Personal Cash Flow Management

Do you need help creating a gap between what you earn and what you spend? Are you saving or managing your debt effectively and efficiently?



Federal Budget 2019-20 Comments and Summary

Wednesday, April 03, 2019

Last night’s Federal Budget, was quite level headed, especially considering that we are about to go to the polls. The Coalition could have gone on a spending spree to ‘butter us up’, but they chose to not to. A government, or any household for that matter, can’t continue to use their credit card year after year and expect to have a sound financial future. Deficit budgets are just like that, where more money is spent by the government than the income it receives (tax revenue). There are times when the economy may need to incur debt to help it through periods of economic slowdown, when it requires stimulus, but it can do that forever. Moving forward the Coalition, if re-elected, is aiming to generate consecutive surplus budgets until Australia’s debt is repaid.  ...Read more

April Interest Rate Decision

Tuesday, April 02, 2019

April Interest Rate Decision - No Change  ...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