PHB Financial Planning
327 King William Street, Adelaide, South Australia, Australia
About PHB Financial Planning
Welcome to PHB Financial Planning, located at 327 King William Street in Adelaide, Australia. As an establishment specializing in finance, we are dedicated to helping our clients build wealth and map out their financial journey.
At PHB Financial Planning, we believe in enabling our clients to live a lifestyle of choice. We understand that many people spend years dreaming of having enough time, only to find themselves worrying about money when that time finally arrives. Our goal is to alleviate those worries and help you remember why you worked so hard for your financial stability in the first place.
We pride ourselves on investing time with our clients and getting to know who they are on a personal level. We are an open book and practice what we preach. Since 2012, we have been assisting people in Australia to feel more confident about their financial future.
Allow us to show you how to start your financial journey, where to begin, and how to find the confidence to keep going. The outcome of our collaboration will serve as a conversation point, allowing us to add value to your estate. Our philosophy is simple: "If I don't add value to your estate, I don't charge a fee."
We believe that the best way to understand your financial goals is by investing some of your time with us. We will guide you through our thoughts on investing, life protection, and saving for retirement, all while helping you discover what you truly want out of life.
When it comes to personal financial wellbeing, trust and faith in your advisor are crucial. We want you to feel comfortable with us as your financial planner, which is why we emphasize open conversations, strong relationships, and transparency. Our approach is centered around these principles.
The success of our advice lies in the ongoing service we provide for our clients. We offer regular reviews of your goals to ensure you stay on track and discuss any new goals or changes in your life. We are here to support you every step of the way.
Prior to migrating to Australia in 2011, our founder, Pieter Botha, was a personal injury lawyer in Pretoria, South Africa for 15 years. His experience in winning large cases for his clients, sometimes resulting in substantial compensation, has shaped his approach to financial planning.
Please note that PHB Financial Planning Pty Ltd and Pieter Botha are authorized representatives of Lionsgate Financial Group Pty LTD. We have not taken into account any particular person's objectives, financial situations, or needs in preparing this advice. We recommend seeking personalized financial advice before making any investment or insurance decisions.
Your financial future is important to us, and we are here to help you achieve your goals. Contact us today to start your journey towards financial freedom and a lifestyle of choice.
Reviews of PHB Financial Planning
"Ive really enjoyed working with Pieter and PHB Financial planning. He has always offered sound advice and direction. We have really appreciated everything he has done for us. Highly recommend his services both insurance and wealth creation."
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