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.

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.

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

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.

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

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.

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.

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.

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.

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.

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.

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

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,

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.

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.

Great communication and approachable.

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

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.

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

Have been with the planning box for years now. Not only have they saved me money but also made me money with their investment strategies. All staff are very friendly and always willing to help

We worked with Antonio from Planning Box to set out and implement our retirement. The guidance and advice provide by Antonio is exemplary.

The plan he recommended was well thought out and he was more than happy to work with our accountant to ensure the strategy was suited to our current circumstances, but flexible enough to meet our future financial needs, in addition to ensuring each part of the plan was well articulated and understood.

On a final note - We have entrusted out finances with Will and the team at Mortgage Box for approximately 20 years; now we have worked with Planning Box (Antonio) to implement the next phase of our financial journey - retirement.
Highly recommend the service of Planning Box and Antonio specifically.
Thanks and Regards
Mark

The team at Planning Box are awesome. They explain how to and initiate plans to help you reach your financial goals. Highly recommend.