About Phillips Wealth Partners
Welcome to Phillips Wealth Partners a boutique financial advice firm focused on long term relationships.
We take a unique Life-First®* 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 individual, 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 create 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 other trusted professionals from the General Insurance, Accounting, Legal, Finance and Real Estate industries and others to ensure your needs are meet 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 interference of external ownership from any third party, bank. insurance company or wealth mangers. So you can be comforted by that fact that our advice will be in your best interest.
Advisor Profiles
Read more on how my financial advice can help you with the following topics:
- Wealth Protection (Personal & Business Insurance)
- Cash-flow Management
- Aged Care
- Aged Pension
- Superannuation/Public sector & SMSF
- Retirement Planning
- Direct Shares + Portfolio Management
- Estate Planning
- Redundancy
*Life-First® - The Life-First Advisor , Barry LaValley & David Haintz. 2017