We are very grateful for the wisdom, time, and professional advice that we have received from the Planning Box team. It gives us peace of mind knowing our financial future is in their capable hands.

So far, so good. Dealt with Rocky & David, very impressed with their knowledge and professionalism. Helped us focus and plan for our future. Looking forward to working with them for quite a while

Rocky and the team at Planning Box were fantastic to deal with. Throughout the process of financial planning, Rocky goes to great lengths to ensure you understand the details and implications. It is also clear that Rocky is extremely knowledgeable in all areas of financial planning. We are very happy with the plan that he has developed and will return as required.

Would recommend Rocky to any of my friends and family. Balanced, objective and unbiased in all that he does.

Rocky's knowledge of how the banks were operating during COVID-19 and his proactivity regarding my own situation in this period saved me thousands, he found the space I needed to straighten up my finances and optimise my structure. I would have missed this opportunity if he wasn't my broker. Rocky is top of his game and I highly recommend him to anyone.

David and the team at Planning Box are incredible. My fiancé and I sought them out after wanting some Financial Advice, however, we were not prepared for the level of professionalism and commitment we have experienced so far from David. Very impressed indeed, a glowing endorsement from us!

Rocky and David's service was exceptional. Extremely helpful, and took the time to explain everything to me in great detail and answered every and any question I had. Would highly recommend!

Assisting me with my Insurance and Super needs.

Having navigated through significant global and national changes, along with their accompanying uncertainties, I was thoroughly pleased with the insights and services provided by Rocky and the team. Moreover, I greatly appreciated the recommended strategies that have been instrumental in keeping me on track with my investments.

I have been very impressed with the knowledge, professionalism and follow- up from Rocky and the team. I would highly recommend Planning Box to anyone seeking financial advice.