The Planning Room - Cammeray, New South Wales

The Planning Room is a renowned financial planning firm located in Cammeray, NSW, Australia. Offering a range of services to cater to various financial needs, the company is dedicated to helping clients achieve their long-term financial goals. With a strong emphasis on personalized service and expert guidance, The Planning Room has earned a reputation as a trusted and reliable financial advisor in the area.

Address: 201/506 Miller St, Cammeray NSW 2062, Australia.

Phone: 289200945.

Website: theplanningroom.com.au.

Specialties: Financial planner.

Other points of interest: Online appointments, On-site services, Toilet, Appointment required, Appointments recommended.

Opinions: This company has 8 reviews on Google My Business.

Average opinion: 5/5.

👍 Reviews of The Planning Room

Mike B.

5/5

Our experience with The Planning Room was nothing short of first class. We had used Rieash as our financial planner and advisor in the past at another company and he is professional to the core. His advice was timely and most appropriate for our circumstances, and he also had the ability to view our financial position with the view of longer-term plans. We have relied on his advice in the past and he has never let us down. The assistance from Kirsten with a number of administrative aspects was also greatly appreciated. We would have no hesitation in recommending The Planning Room for anyone contemplating independent comprehensive financial advice.

John M.

5/5

Rieash and his team have been an enormous help to my husband & I over many years and even more so recently as I am now navigating my financial affairs alone as an elderly widow. Rieash is easy to talk to, extremely knowledgeable and trustworthy. His experience, attentiveness, approachability and willingness to answer all my questions gives me confidence that my affairs are being well managed. It is my pleasure to highly recommend Rieash and his team to anyone seeking reliable financial advice.

MarkB

5/5

Rieash has been our advisor for many years. We are extremely happy with his advice and the results he has achieved for us. He and Kirsten are always approachable and responsive to our requests and queries. Their friendly and professional demeanour makes them a pleasure to deal with.

Barry S.

5/5

Rieash Khan has been the Financial Adviser for my wife and i since the days of IPAC/AMP and has a proven record of excellence in regards to our Superannuation Fund and investments.he has a friendly yet professional manner and always endeavours to ensure our best interests are served in this regard.
It should be noted that we followed Rieash from IPAC/AMP because of his professional proficiency and attitude .
Kirsten Copeland is our Client Relations Manager and has proven to be very efficient in her position. She is friendly and informative when carrying out her responsibilities with concern for our welfare.
It is a pleasure to communicate with Kirsten.
Barry Suffling
On behalf of my wife and i.

Dee P.

5/5

I recommend The Planning Room to anyone looking for a friendly, reliable and honest financial planning company.
A review of my portfolio is arranged on a regular basis so that I know exactly how my investments are performing & what my financial situation is, which gives me peace of mind.
Deidre Pratt

Timothy D.

5/5

I have been a very happy client of The Planning Room for many years now. My financial advice and detailed plans across that time have been suited directly to my needs; not some sort of ‘you fit into this bucket’ kind of advice, but directly fitting my complex and changing needs. I might add that I’ve utilised two services this company provides as an ancillary benefit to their direct advice: Will preparation to support my estate planning advice; and, mortgage brokering with respect to an investment property I wished to pursue.
I am always impressed with the service levels I receive, the breadth of understandable advice provided and lately, the addition of these ancillary services mentioned above.
I thoroughly recommend a conversation with The Planning Room team if you feel you need help any matter-you won’t be disappointed.

Karen J.

5/5

Stuart and team at the Planning Room have been an amazing help to me in planning my super for retirement which was in a mess. They have explained everything so well that even I can understand it. I would recommend them and in fact have just sent them a friend of mine.

Matthew B.

5/5

I found Neil from The Planning Room to be exceptional. He started with what we were trying to achieve and then worked through the practical options to get there. He really knows his stuff and was great to deal with. Would recommend.