All Investment Planning should be a by-product of a comprehensive Strategic Advice process and not merely an ad-hoc or random decision. Once the appropriate strategy is developed, then suitable investments should be chosen.
At Strategic Planning Solutions we have access to a wide range of investment options to suit the vast majority of planning outcomes. Our licensee, Matrix Planning Solutions, via its Research Committee, provides us with an approved list of investments which have been selected according to both ‘qualitative’ and ‘quantitative’ measures and filters.
No change....Read more
Our new AFSL, Strategic Advice Australia, is now in full operation and has replaced Matrix Planning Solutions who served...Read more