THE FIRST THING WE DO IS LISTEN
The Planning Room is where your financial goals find a plan — because a goal without a plan is just a wish. We’re financial planning experts who care about more than numbers. We sit down with you to talk about what really matters in life: friends, family, freedom.
WHAT WE'RE ABOUT
We’re a quality financial planning firm focused on growing your wealth in a steady, sustainable and strategic way. We’re committed and knowledgeable industry experts with a healthy mix of humour, heart and soul.
We work with small to medium business owners, entrepreneurs and professionals looking to maximise their wealth and create a solid financial plan for their future. Our clients value our personal approach and our utter commitment to your personal vision.
A goal without a plan is just a wish. Our vision is to create clear financial goals and a pathway to wealth for each and every one of our valued clients. We want you to achieve financial security and create a lifestyle of abundance.
We want to help you execute your financial plan and set the wheels in motion for success. We’re your planning room. The engine room of your bright financial future. The place where you sit down and map it all out with experts who care about your lifestyle, your goals, your family, your future and your dreams.
We offer expert financial planning advice at all stages of your wealth pathway from saving and investing, asset protection, estate planning and insurance to investment portfolio management and superannuation.
We’re available to discuss your long-term goals and aspirations. We’ll keep you on track to achieve your desired outcome and keep you informed every step of the way.
People want to work with advisors they like and trust. That’s why your dreams, challenges, buckets lists and plans are important to us.
No Sales Culture
We don’t push products at The Planning Room – we’re 100% focused on our clients and their results.
The Planning Room make me feel like I am their only client! Service above and beyond expectations and nothing too much trouble. They look after all of our needs and do it all with a really positive outlook and a smile.
The Planning Room has so much knowledge in all things financial and somehow manages to makes it fun! I always look forward to catching up. Highly recommended.
The Planning Room are absolute legends! They have helped me and my family for many years now. My life changed for the better the day I met Neil and I recommend him and his team to as many people that I can.
I have found Neil and the team at The Planning Room the perfect partners when it has come to securing and protecting my financial future. They have ensured decisions made have been based on my needs, both personal and financial. A great comfort.
The Planning Room are incredibly helpful and knowledgeable on all things financial and investment. Anytime my husband and I have dealt with them, they made it easy to understand as well as making it fun, no question left unanswered!
I have used The Planning Room for many years and they are highly skilled in all things financial. They are extremely trustworthy and I would have no hesitation in recommending them.
We take financial planning seriously. But serious doesn’t mean stuffy. We’re financial planning experts with humour, heart and soul. We respect that highly intelligent people might not know the first thing about financial planning, so we use plain English to make the complex simple.
Drop us a line at any time, we are here to help. There is absolutely no cost and no commitment.