Phillips Wealth Partners
The team at Phillips Wealth Partners specialise in aged care financial advice, retirement planning, retirement living and granny flat arrangements. Our aged care financial advisors are accredited aged care professionals™
Services
Super & Investments
Direct Equities
Downsizing & Granny Flats
Ongoing Portfolio Review
Retirement Living
Retirement Planning
Estate Planning
Aged Care Finance
Budget and Cashflow
Our goal is to reduce the stress of navigating the complexities of retirement and aged care finance.
Need peace of mind and answers? What are you waiting for? Call us.
Finalist FPA Financial Planner of the year Awards 2021, 2020
Accredited Aged Care Professional™
We service people living in all states and territories of Australia
PWP information videos
Topics include downsizing, granny flat arrangements, superannuation, social security payments and costs to aged care.
Co-working space available
The Phillips Wealth Partners team believe in creating a fun, supportive and positive working environment.
Passion and the drive to help find a workable solution.
Craig and Luisa are co-founders of Phillips Wealth Partners, Aged Care Consultancy.
Testimonials
James, 65+ 06
"Understands our investment requirements and puts forward sound , sensible options. Jim@Annette.
Graeme, 65+ 27
"I have appreciated Craig's advice in converting my superannuation fund to a tax free pension fund. He has also taken into account the fact that I may need to draw on some of this money in the near future."
John, 46-55
"Focused on providing good advice."
Madeline, 56-65 16 Feb 2018
"Craig is very accomplished in his field of investment advice, extremely friendly and caring."
Geoffrey, 56-65
"I believed he has worked hard to get the best results for me in the short period of time to achieve these outcomes. He had to work with a lot of people to achieve the outcomes and they are coming together as planed"
M Watson Canberra, ACT
Craig was of great assistance when I was faced with placing my mother into Aged Care. This was a very stressful time for me and Craig's knowledge and patience made the process easier.
Susan, 56-65
"I am very happy with the service provided"
Maureen, 56-65
"We would highly reccomend Craig. His knowledge and expertise has been invaluable in assisting us with managing our superannuation and retirement goals. "
Andrew, 35-45
"We liked that Craig tailored his advice to our goals and circumstances and didn't push us into any higher risk investment strategy."
Jose, 65+
"Have confidence in Craig he is willing to listen, is very friendly and has been very helpful to us"
Tom, Under 35
"I have really welcomed Craig's expertise to set up my super and insurances aligned to my ethical investment values. "
Peter, 56-65
"I felt confident he knew what he was talking about..."
Steve, 56-65
" Friendly and knowledgeable"
Michael, 46-55
"A knowledgeable man that speaks to you in a professional and friendly manner. I feel like I have known him a lot longer than I have."
Jutta, 46-55
"Great service! Very helpful!"
erica, 46-55
"Craig was really helpful in setting me up for my financial future. He takes the time to explain everything. "
"Seeing Craig was the best thing we have done financially in the last 5 years! He is helping us get our lives back, so we can enjoy ourselves and still prepare for our futures. He is helping us to meet our life goals without our financial security now, or in the future, being at risk. Very personable, explains things well."
"Craig is very knowledgable, communicative, responsive and provides his services with a sense of humour which is important. "
Kym, 56-65
"A very approachable and competent adviser who has dealt with me in a manner that is appropriate and he has looked after and advised me in an acceptable way "
Craig Phillips is the Managing Director and Principal of Phillips Wealth Partners Pty Ltd (ABN 74624858420) trading as Phillips Wealth Partners and a Corporate Authorised Representative (No. 334567) of Insight Investment Services Pty Ltd ABN 22 122 230 835 AFSL 309 996. To view our Financial Services Guide please click here and our Advisor Biography here.