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TESTIMONIALS

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.
Grant
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!
Holly
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.
Ron
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.
Melissa
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.
Maggie
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.
Peter

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Office Telephone : (02) 8920 0945

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Level 2, 506 Miller Street, Cammeray NSW, 2062

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Email : admin@theplanningroom.com.au

ABOUT US

We’re expert financial planners who take care of your financial dreams so you can live the life you desire. We offer advice on insurance, financial planning, wealth creation, super, investment portfolio strategies and more. We’re the engine room of your bright financial future.

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LICENSEE DISCLOSURE

The Planning Room Pty Ltd ABN 64 158 621 991 is a Corporate Authorised Representative No. 1243698 of GPS Wealth Ltd.

AFSL 254 544
ABN 17 005 482 726
info@count.au
Tel: 1300 650 432
Head office address: GPO Box 1453, Sydney NSW 2001

GENERAL ADVICE WARNING & DISCLAIMER

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