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Phillips Wealth Partners
1 University Avenue, Canberra, Australian Capital Territory, Australia
About Phillips Wealth Partners
Welcome to Phillips Wealth Partners, the premier establishment for finance and point of interest in Canberra, Australia. Our institution is dedicated to helping you achieve your life goals with clarity, insight, and certainty. We offer personalized goals-based financial planning tailored to meet your individual needs.
At Phillips Wealth Partners, we understand the complexities of aged care and retirement planning. That's why we have a team of accredited aged care specialists ready to assist you in navigating the intricacies of aged care. Whether you require advice on retirement planning, retirement living, or granny flat arrangements, our experts are here to guide you every step of the way.
We pride ourselves on providing fee-only financial planning and investment management services. This means that our focus is solely on helping you make the best financial decisions without any conflicts of interest. Our clients' financial well-being is our top priority.
No matter which state or territory you reside in Australia, our services are available to you. We cover a wide range of topics including downsizing, granny flat arrangements, superannuation, social security payments, and costs related to aged care. Our aim is to alleviate the stress of retirement and aged care finance, allowing you to enjoy your golden years to the fullest.
The Phillips Wealth Partners team believes in creating a fun, supportive, and positive working environment. We understand that financial planning can be overwhelming, so we strive to make the process as enjoyable and stress-free as possible.
Craig Phillips and Luisa, co-founders of Phillips Wealth Partners, are highly respected in the field of aged care consultancy. Their expertise and knowledge have helped numerous individuals and families navigate the complexities of aged care and retirement planning.
Don't just take our word for it, here's what some of our clients have to say about Craig's exceptional service:
- "Craig's advice in converting my superannuation fund to a tax-free pension fund has been invaluable. He took into account my future needs and has delivered excellent results."
- "Craig is not only accomplished in his field but also extremely friendly and caring. I felt well taken care of throughout the entire process."
- "Craig's knowledge and patience were a great help when I had to place my mother into aged care. He made a stressful situation much easier to handle."
- "We highly recommend Craig for his expertise in managing our superannuation and retirement goals. His tailored advice and understanding of our circumstances have been invaluable."
Craig Phillips, the Managing Director and Principal of Phillips Wealth Partners, is a Corporate Authorised Representative of Insight Investment Services Pty Ltd. His extensive knowledge, professionalism, and friendly demeanor make him a trusted advisor for all your financial needs.
To learn more about our services and to schedule a consultation, please visit our webpage or contact us directly. We look forward to helping you achieve financial security and peace of mind.
Photos of Phillips Wealth Partners
Level 4/1 University Ave, Canberra ACT 2601, Australia
Opening hours of Phillips Wealth Partners
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Day off
Sunday:
Day off
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