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Planning Box is a Brisbane based financial planning company focused on helping people create, grow and protect their wealth.

No matter what stage of life you are in, we will work closely with you to build a personalised and practical financial plan designed to help you achieve your financial goals. We firmly believe in exceeding our clients’ expectations in every aspect of our service – from guidance and advice to communication, planning and education.

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Our Services

INSURANCE

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SUPERANNUATION

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SMSF

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BUDGETING & CASHFLOW

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ESTATE PLANNING

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MAPPING FOR FINANCIAL GAIN

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INVESTING

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RETIREMENT PLANNING

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TRANSITION TO RETIREMENT

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