Wealth Management & Retirement Planning Canberra
We help clients build wealth, plan their desired retirement, and navigate the financial decisions that come later in life, including downsizing, aged care and estate planning.
Phillips Wealth Partners is a Canberra-based financial planning firm specialising in wealth management, retirement planning and retirement income strategies, with nationally recognised expertise in aged care financial advice and later life planning.
We understand the importance of planning for the next stage in life, whether it involves transitioning to aged care, a retirement home, or downsizing. Our experienced consultants are here to guide you through the process, providing personalized solutions tailored to your unique circumstances.
If you are considering the best approach to pay for aged care or need insights into retirement village fee options, we invite you to call us today or book a 15-minute introductory call with one of our aged care and retirement planning consultants.
Build your trusted network
At Phillips Wealth Partners, we believe in building a trusted network. That's why we collaborate closely with professionals from the Accounting/Tax, Legal, Finance, Health, Real Estate, and other industries. Our network ensures that your needs are met by firms and individuals who prioritize your best interests.
As a privately owned and operated firm, we maintain a transparent fee-for-service model. We offer a comprehensive range of solutions without the interference of external ownership from any third party, bank, insurance company, or wealth manager. This commitment ensures that our advice is always in your best interest, providing you with peace of mind.
Contact us today to schedule a consultation with one of our financial planners, aged care and retirement planning consultants to create a solid financial plan that aligns with your goals and ensures a comfortable retirement and well-funded aged care.
ADVISER PROFILES
CRAIG PHILLIPS
Craig Phillips, Snr Financial Planner
Introducing Craig Phillips, Senior Financial Planner, dedicated to making a meaningful impact for those who value expert advice. With a focus on understanding your unique priorities, Craig utilizes his extensive expertise and network to develop a robust and actionable plan tailored to your needs. He is committed to providing ongoing service and support to ensure you stay on track and achieve your financial goals.
Craig’s experience has awarded him recognition as Finalist Adviser of the Year - Aged Care - Australian Wealth Management Awards 2025, Independent Financial Adviser Excellence Award Winner 2024 'Holistic Adviser of the Year ACT/SA/WA', the Aged Care Specialist Adviser Winner of the Year 2023, Finalist Aged Care Specialist Program of the Year 2022, Financial Planning Association (FPA) of Australia Planner of the Year finalist two years running and a finalist in the Association of Financial Advisers (AFA), Great Advice Awards 2021. Craig is an aged care specialist, bringing experience over a broad range of services including a truly holistic and personalised approach to putting clients in a better position.
When it comes to navigating the complexities of aged care, Craig excels at translating the intricacies into a clear and actionable plan aligned with your specific requirements.
His expertise extends across various financial aspects, including investment portfolios, retirement planning, tax planning, pensions, social security, managed funds, direct equities, estate planning, and a genuine passion for ethical investing.
Craig’s qualifications include
- Certified Financial Planner studies,
- Fellow Chartered Financial Practitioner,
- Bachelor of Economics,
- Advanced Diploma of Financial Planning,
- Diploma of Company Directors and
- FASEA Approved.
Craig’s accreditations include
- Tax (Financial) Adviser
- Society of Trust and Estate Practitioners (STEP)
- Self-Managed Super Fund Specialist™ (Committee member of ACT branch)
- Accredited Aged Care Professional™
Craig's Memberships include
- Financial Planner AFP® of the Financial Advice Association of Australia Limited (FAAA)
- Responsible Investment Association Australasia (RIAA)
Awards
- Finalist Adviser of the Year - Aged Care - Australian Wealth Management Awards 2025
- Winner Independent Financial Adviser Excellence Award 2024 'Holistic Adviser of the Year ACT/SA/WA'
- Winner Aged Care Adviser of the Year 2023
- Finalist Aged Care Specialist, Aged Care Advice program of the Year 2024, 2023 & 2022
- Finalist Aged Care Adviser of the Year 2024, 2022
- Finalist Financial Planning Association (FPA) Awards 2021, 2020
LUISA CAPEZIO
Luisa Capezio, Aged Care Specialist
"Striving for positive change, challenging the status quo and delivering the best result for the people that I represent are three areas from which I draw my motivation" - Luisa Capezio
Aged Care Navigation
Luisa Capezio is a dedicated aged care adviser who strives for positive change, challenges the status quo, and is committed to delivering the best results for the individuals she represents. Her motivation stems from these core values, which drive her to make a meaningful difference in the lives of her clients.
With a diverse background in the healthcare sector across various therapeutic areas, Luisa brings a wealth of knowledge and expertise to her role. She leverages her extensive understanding of the aged care landscape to develop clear and concise plans that are tailored to your unique circumstances and needs.
Drawing from her wealth of experience, Luisa is well-equipped to assist individuals and families in finding the best possible solutions for their loved ones. Whether it involves supporting them to remain at home, exploring retirement village options, downsizing, or arranging residential aged care, she guides her clients through the process with care and expertise.
Luisa's qualifications and affiliations
- BSc and GradDip Biol, Australian National University
- Master Public Health, Monash University
- Marketing, UTS
- Graduate of The Australian Institute of Company Directors GAICD
- Accredited Aged Care Professional™
- Kaplan Financial Planning (current)
Luisa's memberships
- The Neighbourhood, Canberra (chair)
- Financial Advice Association of Australia Limited (FAAA) student member
Connect with Luisa on LinkedIn and follow her on Facebook to stay updated on the latest insights and developments in aged care.
Follow Luisa on LinkedIn
Take the first step towards a well-informed aged care journey by reaching out to Craig and Luisa. With their guidance and expertise, you can navigate the complexities of aged care with confidence and peace of mind.
TATENDA DANZVARA
Tatenda Danzvara, Technical Client Manager
Tatenda is a passionate financial services professional who thrives on building meaningful relationships and helping people achieve positive, lasting financial outcomes. With a strong belief in the value of holistic financial advice, she is committed to understanding each client’s unique circumstances and delivering solutions that align with their long-term goals.
With over six years of experience across banking and financial services in both Australia and the UK, Tatenda brings a well-rounded perspective to her work. This includes two and a half years specifically in financial planning and wealth management in Canberra, where she has developed a deep understanding of client needs within the local landscape.
Tatenda has established expertise in client engagement, financial operations management, and the technical implementation of advice. She has a proven ability to deliver compliant, client-focused outcomes, ensuring every recommendation is both practical and aligned with best practice standards.
Driven by a genuine desire to make a difference, Tatenda is committed to continuous professional development and is actively progressing toward a career as a Financial Adviser.
Tatenda's Qualifications
- Bachelor of Commerce – Finance, Griffith University
- Accredited Aged Care Professional™ (current)
ERIN HOFFENSETZ
Erin Hoffensetz, Client Administration Assistant
Erin is a Client Administration Assistant at Phillips Wealth Partners and is often the first point of contact when you call or visit the office. She assists with arranging appointments with the advisers and helps coordinate client administration to support the smooth running of the practice.
Erin is a valued member of the team and brings a positive and helpful approach to her role.
Erin's Qualifications
-
Bachelor of International Relations and Commerce (current)
MACY STRICKLAND
Macy Strickland, Client Administration Assistant
Macy is a Client Administration Assistant at Phillips Wealth Partners and is often the first point of contact when you call or visit the office. She assists with arranging appointments with the advisers and helps coordinate client administration to support the smooth running of the practice.
Macy completed her schooling last year and is currently taking a gap year. She is a valued member of the team and brings a positive and helpful approach to her role.
Outside of work, Macy plays AFL and is a proud Eastlake Football Club player.
Macy's Qualifications
- Canberra Girls Grammar School