The Planning RoomCammeray
The Planning Room team serve busy people, managing families, growing businesses, working in the city or their surrounding suburbs in lower north shore. Those budding entrepreneurs, or others flat out in new phases of life who seek no surprises in their financial lives. Their clients see their money as only a means, never the ends.
It is incredibly important for advisory firms to move away from product-based offerings and provide true and meaningful advice to clients. This foundation then allows the required mutual trust and respect between clients and advisers to grow.
Transparency is key to how all professional advisers should be paid by their clients. We engage our clients every 12 twelve months with clear understanding of the value our client’s are paying us to for and a clear plan as to how we will deliver it.
THE PLANNING ROOM
Level 2, 506 Miller Street, CAMMERAY NSW 2062 AUSTRALIA
(02) 8920 0945
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