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.
Latest News
Accessing home care subsidisation for the over 65s
If you are over the aged pension age it is worth investigating your eligibility to access a level of government subsidisation to support a home care package.
Future2 Wheel Classic 2018
This is my 6th Future2 Wheel Classic and I am just as inspired by the work the Future2 Foundation achieve today as I was when my journey with them started.
New personal wealth platform
We’re delighted to announce we have introduced a great new platform to help you manage your entire financial world - at home and on the go. Call me to get access this new portal.
Testimonials
Graeme, 65+ 27 Feb 2018
"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 27 Feb 2018
"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."
Susan, 56-65 14 Feb 2018
"I am very happy with the service provided"
Maureen, 56-65 14 Feb 2018
"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 13 Feb 2018
"We liked that Craig tailored his advice to our goals and circumstances and didn't push us into any higher risk investment strategy."
James, 65+ 06 Feb 2018
"Understands our investment requirements and puts forward sound , sensible options. Jim@Annette. 2539"
Jose, 65+ 01 Feb 2018
"Have confidence in Craig he is willing to listen, is very friendly and has been very helpful to us"
Tom, Under 35 01 Feb 2018
"I have really welcomed Craig's expertise to set up my super and insurances aligned to my ethical investment values. "
Peter, 56-65 18 Jan 2018
"I felt confident he knew what he was talking about..."
Steve, 56-65 20 Dec 2017
" Friendly and knowledgeable"
Michael, 46-55 13 Dec 2017
"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 13 Dec 2017
"Great service! Very helpful!"
erica, 46-55 13 Dec 2017
"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 16 May 2015
"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 "
Geoffrey, 56-65 14 May 2015
"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"
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 Ausure Pty Ltd AFSL 238433. To view our Financial Services Guide please click here