The Planning Room

The Planning Room. Fresh Thinking in Financial Planning. The First Thing We Do Is Listen.

The Planning Room is a highly personalised financial planning service.
We are dedicated to always placing the client first, ensuring that each contact with us is enriching.
At The Planning Room we take pride in making the complex appear simple, helping our clients to achieve a greater understanding of their financial world.
We understand people lead busy lives, we take care of the stuff they do not like . . . leaving them the time to do what THEY want.
At the Planning Room we have a heavy focus on service NOT product, there is no sales culture.
If you are too busy to look at your super, your investments or your mortgage, come and let us help you. . . The First Thing We Do Is Listen. . . . we would love to hear from you!
We are able to offer help in the following areas to better serve you.
- Accountant
- Estate Planning
- General Insurance
- Lending Including Home Loans, Investment Loans, Vehicle & Equipment Financing
We look forward to hearing from you!