The Planning Room

Cammeray

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.

The Planning Room Site
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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.

Neil Watson

Director, THE PLANNING ROOM, CAMMERAY

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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.

Stuart Copeland

Director, THE PLANNING ROOM, CAMMERAY

Richard

One of the things I didn’t expect was the level of detail and the questioning as we were putting together my thoughts. It wasn’t just the straight forward questions you’d expect, but they were really challenge you to think about where you want to go and why do you want that particular thing to happen.

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Jo and David

The Certainty Advice model The Planning Room uses is really thorough – you feel a really strong sense that they care about your outcomes and want to make sure that they know intricately what you’re interested in achieving.

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Carmel

The team at The Planning Room are really genuine – that’s a big reason why they are able to tap into people’s dreams and goals and put them on the right path to achieving them.

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Neil, Stuart and Kate

The team at The Planning Room discuss what makes their approach unique and valuable for their clients.

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Neil

Neil Watson of The Planning Room talks about why he believes that Certainty Advice is the future of financial planning.

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Stuart

The Planning Room’s Stuart Copeland talks about why he uses the Certainty Advice framework to best serve his client’s goals and aspirations.

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Neil

Certainty Adviser Neil Watson of The Planning Room talks about the fundamental principles behind his approach to financial advice.

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THE PLANNING ROOM 

Level 2, 506 Miller Street, CAMMERAY NSW 2062 AUSTRALIA

(02) 8920 0945

admin@theplanningroom.com.au

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