About Phillips Wealth Partners
Welcome to Phillips Wealth Partners, specialists in aged care financial advice, retirement living and retirement planning.
Our aged care specialists and retirement planning consultants help simplify the financial decisions of moving into an aged care home, retirement village or granny flat arrangement.
Our team of aged care and retirement consults are dedicated to helping plan for the next stage in life, whether it be a move to aged care, retirement home or downsizing into a granny flat arrangement.
If you are considering how to best pay for aged care or the implications of retirement village fee options, then call us today or book a 15-minute introductory call with one of our aged care, retirement planning consultants.
Build your trusted network
The nature of what we do means we work closely with other trusted professionals from the Accounting/Tax, Legal, Finance, Health and Real Estate industries and others to ensure your needs are met by firms and people who have your best interest ingrained in their DNA.
Phillips Wealth Partners are a privately owned and operated firm with a transparent fee for service model and offer a comprehensive range of solutions without the interference of external ownership from any third party, bank, insurance company or wealth managers. So you can be comforted by the fact that our advice will be in your best interest.
ADVISER PROFILES
CRAIG PHILLIPS
Craig Phillips, Phillips Wealth Partners
As a senior financial planner, Craig Phillips is motivated to make a real difference to those who value advice by finding out what’s important to them, using his expertise and network to put a robust and workable plan in place and then providing the ongoing service to help you stay on track and achieve your goals.
Craig’s experience has awarded him recognition in the 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 aged care, Craig’s skill is to put the complex into a workable plan aligned with the client's needs quickly and efficiently.
Craig has worked extensively in establishing and implementing investment portfolios, retirement planning, tax planning, pensions, social security, managed funds, direct equities, estate planning as well as all forms of superannuation including SMSFs, defined benefit funds and has a 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:
- Association of Financial Advisers (AFA)
- Financial Planning Association of Australia (ACT committee member) FPA
- Responsible Investment Association Australasia (RIAA)
LUISA CAPEZIO
Luisa Capezio, Aged Care Adviser
"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 Advice
Luisa experience stems from her work in the healthcare sector across multiple therapeutic areas.
Her extensive knowledge of the aged care landscape is used to develop simple to follow plans, which are easy to understand and meaningful to your circumstances and needs.
She takes a multi-disciplinary approach to your aged care solutions, taking into consideration your health, financial and legal needs.
She has extensive experience to ensure individuals and families find the best solution for loved ones who need support to either stay at home or are ready to take the next step into a retirement village, downsizing or residential aged care arrangement.
Luisa's qualifications and affiliations
- BSc and GradDip Biol, ANU
- Marketing, UTS
- Masters Public Health, Monash University
- Accredited Aged Care professional™
Luisa's memberships
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