Helping You To Financial Freedom

At any stage in life, we want to be financially free. Free from debt and able to enjoy life without that guilty feeling. Welcome to Planning Box, your local financial planning team. We are here to help you to craft your journey to financial freedom. Our team is geared to help provide you with advice from insurance to retirement to asset protection and more. At Planning Box we firmly believe in exceeding our clients’ expectations in every aspect of our service – from guidance and advice to communication, planning and education.

Planning Box Services include:

Why Us?

Something people often notice about Planning Box is that we are different from your typical financial advisors and planners. Our expert team of financial advisors and planners will take the time to understand your needs, wants and fears. After which they will create a tailor-made plan that will work for you and your best interests. Our team also steer away from confusing language, walking you through every step of the process and speaking in clear terms you will understand thereby helping you make the best decisions regarding your financial freedom. Planning Box will provide you with personal finance guidance for your situation and needs with complete support from a team of financial experts who will develop a comprehensive plan that will help you to achieve your goals. Don’t settle for an ‘off-the-shelf’ solution, choose a financial planner who will focus on your individual circumstances and goals.

Contact Us Today