How can we help
Wherever you’re at in the game of money, we can help. If you’re a small to medium business owner, an entrepreneur or a professional looking to create a solid financial plan, we want to learn about your financial situation so that we can help you maximise your wealth and live the lifestyle you desire.
At The Planning Room, we’re here to help you:
Set up the perfect foundations for financial success
Make smart decisions about money, tax and cash flow
Accelerate the growth of your super
Protect your family with the right insurance
Fund your childrens’ education
Build a professionally managed portfolio
Work on wealth creation and preservation strategies
Create a dream lifestyle defined by freedom and choice.
How do we work
Starting with a complimentary chat to find out what’s important to you, we then present you with smart strategies and tailored advice to help you in your journey towards financial freedom.
Trust, customer focus and value for money are important to you and they’re important to us. We’ll always be straight up with you, offer our expert advice and challenge you (we won’t offer a cookie cutter financial plan).
We’re always on the front foot. We keep you on track with regular communication and meetings.
We pride ourselves on keeping our clients informed of legislative changes, market fluctuations and other events that may impact their personal goals, providing clarity when the road ahead looks uncertain.
We stay ahead of the curve and keep our eye on the ball so you don’t have to.
We’re experts in:
Cutting Edge Software
We have the tools to help you finally get sorted financially. You will no longer be hunting through spreadsheets and filing cabinets, because all your financial information will be securely stored in the cloud for easy access.

Our Expertice
At The Planning Room, we’re here to help you:
Pathway to Wealth
Most Australians are on a path to government dependency. We want to set you on a path to financial freedom.
Alongside health and family, most people rank wealth in their top three most important factors for a good life.
But most Australians have so few financial assets by the time they reach retirement that they need to rely on a government pension. For a couple, that’s just $30,000 a year.
In our award-winning seminar and program ‘Pathway to Wealth’, you will learn why most Australians fall short of realising financial success — and how you can set yourself apart.
If you can save $300 a week and remain committed to your financial goals, you could generate $70,000 a year, every year of your retirement.