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Planning Box logo

Planning Box

check icon 5.0 (33)
Direct Message

Opening hours

Monday:

9:00am to 5:00pm

Tuesday:

9:00am to 5:00pm

Wednesday:

9:00am to 5:00pm

Thursday:

9:00am to 5:00pm

Friday:

9:00am to 5:00pm

Saturday:

Closed

Sunday:

Closed

Credentials

Licence image Financial Services No. 001253397

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Service awards

About us

Planning Box can provide expert advice on a wide variety of services, including superannuation, insurance, and estate planning. With Planning Box, you have access to your advisor at all times. We also tailor our advice to suit your circumstances so you can review a plan that suits you and your unique situation and goals. We service clients all over Australia and can arrange convenient consultations virtually if you prefer. ...
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Our team

business portfolio David Gidney
business portfolio Rocky Hoffman

Reviews for Planning Box (33)

Write a review
Pat A.
1 review · 300 points
30 Apr 2025
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0
Highly recommend!

Mortgage broker referred me to Planning Box when looking for a new adviser. David Gidney has been great to deal with. Highly recommend!

Jessica P.
1 review · 300 points
16 Feb 2025
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I was recommended to Rocky by a friend and I now pass on that recommendation to others.

I first contacted Rocky to remortgage a home loan. From the very first meeting, it was clear that he is not only knowledgeable but also incredibly thorough in his approach. I went back to get more comprehensive financial advice.

He takes the time to explain complex financial concepts in a way that is easy to understand, ensuring I feel confident in every decision I make. His attention to detail is impeccable, and he always communicates clearly and promptly.

I truly appreciate his dedication to helping me achieve my financial goals.

If you're looking to a mortgage or financial planner who is professional, insightful, and genuinely invested in your success, look no further than Planning Box.

Kerri M.
1 review · 300 points
10 Feb 2025
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I have been with Planning Box for five years and could not be happier. Their level of service and knowledge of the industry is of the highest level. I would particularly like to thank Rocky, for whom no question is too hard, Sarah, who has recently assisted me with an insurance claim- communicating on my behalf with the insurance company and providing what they needed without having to be asked which was helpful because I wasn’t sure what they were after!, and to David who looks after my super. Planning Box provide very knowledgeable and personalised care.

Renee C.
1 review · 300 points
29 Jan 2025
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Rocky is an amazing financial advisor and broker. He is very informative and patient, happy to go over things as many times as needed for you to feel comfortable. I feel very safe and confident about my financial future because of his impeccable integrity, expertise and support.

Edwin P.
1 review · 300 points
18 Dec 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Rocky's awesome, he explains everything so clearly, even the tricky bits! He's super patient answering questions, making sure everyone understands. We really appreciate him taking the time to give such thorough answers; his dedication to sharing his knowledge is amazing, and we can't wait to learn more from him.

16 Dec 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

After many years Rocky and his team are among our most trusted advisors - we recommend him for all your mortgage broking, financial planning and insurance needs.

Philip W.
1 review · 300 points
10 Dec 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

My wife and I were referred to Rocky to help ensure our retirement plans were on track, and we couldn’t be more grateful. From the start, Rocky was incredibly professional, thorough, and took the time to understand our unique financial situation. After working with him, we now have a clear path forward and feel confident that our retirement is not only achievable but even better than we imagined. We highly recommend Rocky and his team for anyone looking for expert financial guidance. They truly deliver on their promise to put you on the right track

27 Nov 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

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.

Sylvia Van Kuyk
1 review · 300 points
18 Nov 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Can't thank Rocky and David enough, for steering my super finance in the right direction to suit me. He has a very patient way of explaining things and finding out what your needs are, and then finding investment options to suit your needs. Highly recommend

Simon P.
1 review · 300 points
18 Oct 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Rocky was helpful and informative. He was open and clear when explaining technical financial matters and the advice he recommended. He kept us updated as things progressed.

Jonathan S.
1 review · 0 points
15 Aug 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Planning Box Financial Planners offered thorough and personalised financial services, helping us navigate complex financial decisions with clarity and confidence. Their expertise and attention to detail ensured our financial goals were well-aligned with our long-term plans.

Ben O.
1 review · 0 points
05 Aug 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

As someone who is very risk-averse and financially illiterate, I really appreciated Rocky's patient and comprehensive explanations of a wide range of economic systems and finance in general. He and his team rapidly earned my trust and respect, and the plan they presented was perfectly tailored to my concerns and goals for the future. Strongly recommend.

Julia K.
1 review · 0 points
12 Jul 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

My husband and I recently engaged David and Rocky at Planning Box, we were so impressed with their deep understanding of superannuation and the financial markets, and their personalised approach to helping us achieve our financial goals. We were also really grateful for their patience with working around our messy schedules and patience with all our questions! Thanks to their expert guidance, we feel a lot more confident about our financial future. We definitely recommend their financial services.

14 Mar 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

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.

01 Mar 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

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.

Veronica P.
1 review · 0 points
28 Feb 2024
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

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

Julian H.
1 review · 0 points
08 Dec 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

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.

Michael H.
1 review · 200 points
verified email - 28 Nov 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

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!

14 Nov 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

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!

Natasha W.
1 review · 0 points
04 Nov 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Assisting me with my Insurance and Super needs.

Barry O.
1 review · 0 points
15 Oct 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

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.

Michelle L.
1 review · 0 points
13 Oct 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

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.

prenishar
1 review · 0 points
03 Aug 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Great service, Antonio was super informative ( even with my ignorant questions ). Can't wait to reap the results of this new strategy.

7adf1bd8
1 review · 0 points
03 Aug 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

The guys at Planning Box were very helpful and made the process very easy. Highly recommend! , get your life sorted and sign up with this company,

03 Aug 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Sit back and carry on with your day whilst Rocky and the team at Planning Box help improve your financials and home loan requirements.

Great to do business with.

26 Jun 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I highly recommend Planning box. They provide an outstanding financial planning service! I was genuinely amazed by their skill and dedication to maximizing my finances for a secure future.

neil-an-brigittev
1 review · 0 points
04 Apr 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Great communication and approachable.

stevew517
1 review · 0 points
30 Mar 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

Planning box have been a great support our our mortgage affairs and go above and beyond with advice around buying Nd selling properties. Been with them for 8 years and will continue to use them until we are mortgage free

mattl356
1 review · 0 points
30 Mar 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

I was recommended Planning Box for investment strategies through a separate mortgage broker and so far, I have been very happy with the service. David set out some new strategies for my super and helped me get several other things in order. He kept me updated through the process and made everything seem very easy and straight forward. I am looking forward to working with Planning Box for years to come.

phillipl178
1 review · 200 points
verified email - 30 Mar 2023
Service Rating
5.0
Quality Rating
5.0
Value Rating
5.0

David Gidney at Planning Box continues to assist with our financial planning needs, and we appreciate the great service he provides