About Phillips Wealth Partners
Welcome to Phillips Wealth Partners a boutique financial advice firm focused on long term relationships.
We take a personalised approach to understanding what really matters to you and those you care about and help you think about your life and money in a new way.
We are dedicated to helping individuals, families and businesses achieve their life goals, with clarity, insight and certainty in a true partnership.
This may involve helping you structure your situation so you can enjoy and protect your lifestyle and your family.
Ensuring plans are in place for the unexpected or expected and creating a sense of financial comfort so you can sleep at night, as well as building a legacy for the next generation.
Our goal is to be your main financial advisor and to help you navigate the complexities you face as life and money inevitably collide.
The nature of what we do means we also work closely with other trusted professionals from the General Insurance, Accounting, 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.
We 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. the 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 is a Senior Financial Advisor with over 20 years experience in the financial services industry.
Craig’s experience covers a very broad range of services that include a truly holistic and personalised approach to putting clients in a better position by being their project manager - to help get things done right.
Craig has worked extensively in portfolio construction, tax planning, retirement planning, pensions, social security, aged care, managed funds, direct equities, estate planning as well as all forms of superannuation including SMSFs, defined benefit funds and personal insurance advice.
As a planner Craig finds it very motivating to make a real difference to families and businesses by finding out what’s important to them, putting robust and workable plans in place and then providing the ongoing service to help them achieve their goals.
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 Planners
Financial Planning Association of Australia (ACT committee member)
LUISA CAPEZIO
"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 has over twenty years of experience in the healthcare sector across multiple therapeutic areas.
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
The Neighbourhood, Canberra (chair)
AICD
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