+44 (0) 800 123 4567 No.1 Abbey Road London, W1 ECH, UK
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About Us

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.

Why Choose Us?

Something people often notice about us is that we are different from typical financial advisors and planners. Our team take the time to understand your needs, wants and fears to create a custom plan that will work for you. We also steer away from confusing language, walking you through every step of the process and speaking in clear terms you will understand.

Planning Box professionals will provide you with:

  • Constant access to a personal advisor
  • Financial clarity at all stages of life – from first job, to marriage, to raising a family and retirement
  • Personal finance guidance for your situation and needs
  • Complete support from a team of financial experts
  • A comprehensive plan that we develop with you to achieve your goals
  • Regular reporting and updates on your financial plan implementation and performance to make sure          you are on track to achieve what’s important to you
  • Adjustments to financial strategy and investment portfolios over time
  • Expert advice on Insurance, Super, Retirement, Asset Protection, Investing and more…

Don’t settle for an ‘off-the-shelf’ solution, choose a financial planner who will focus on your individual circumstances and goals.