Our Services

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.

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Our Expertice

At The Planning Room, we’re here to help you:

Financial Planning

Qualified Experts

And many of our clients believe they need to have money in order to start a financial plan when in fact the reverse is true. You need a plan to make money!

Saving & Investing

Informed Advice

Are you a spender or a saver? Saving money now reaps huge benefits for the long term so we’re here to help you learn and grow.

Insurance

All aspects

The bills and mortgage payments don’t simply stop when you stop. To create true financial security, you’ve got to get the foundations right.

Retirement

Great Experts

Once you decide to cease paid employment, it’s time to relax and make the most of your free time. We call it ‘Retire In Style’.

Superannuration

Great Experts

Every working Australian has superannuation but many don’t take full advantage of the incredible opportunities to use it as a wealth creation vehicle.

Our Signature Program

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.