We help individuals, families and businesses achieve their life goals, with clarity, insight and certainty in a true partnership
Investing in the share market can be financially rewarding but the right risk profile, strategy and goals need to be aligned with our knowledge to help ensure long term success
Our goal is to be your main financial advisor and to help you navigate the complexities you face as life and money inevitably collide.
We are recognised and accredited specialists in Aged Care advice and Placement with a passion about working towards positive financial solutions for our senior Australians.
How well are you and your loved-ones financially protected should you suffer an accident, illness or other unforeseen disaster?
If you're 65 today, there's a good chance you'll live well into your 90s. Are you confident your money will last the distance with you?
Control of your cash flow is one of the keys to getting ahead financially. We have some simple but effective tools to help you understand your position 24 x 7 regardless of how many banks accounts or investments you have.
The Team at Phillips Wealth Partners is focused on delivering real outcomes on wealth planning, superannuation, retirement planning, investment strategies and aged care financial planning.
You will benefit from our fee for service, transparent, pro-active and conflict free approach to solving your money questions or issues we use clever technology and the best solutions available tailoring each plan individually to improve your journey to reach your goals and stay track as well as provide you with a single view of your financial world 24 x 7.
Our service covers Canberra, Queanbeyan, South Coast and Sydney. With 20 years of experience, thousands of problems solved. What are you waiting for?
Fellow Charted Financial Practitioner
Phillips Wealth Partners
Latest News
Volatility: Seven Simple Lessons
Stocks go up and down as information and expectations change.
Sometimes, this happens very gradually. Other times it happens more suddenly.
Stimulus relief package and what this could mean for you
.
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