About Phillips Wealth Partners

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 in the Aged Care Specialist Adviser of the Year 2022, 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 Advice Association Australia (FAAA ) ( ACT committee member)
• Responsible Investment Association Australasia (RIAA)

Awards

• Finalist Aged Care Specialist, Aged Care Advice program of the Year 2022
• Finalist Aged Care Adviser of the Year 2022
• Finalist Financial Planning Association (FPA) Awards 2021, 2020

"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
• Masters Public Health, Monash University
• Marketing, UTS
• Graduate of The Australian Insitute of Company Directors GAICD
• Accredited Aged Care professional™ 

Luisa's memberships

• The Neighbourhood, Canberra (chair)

Connect with Luisa on LinkedIn and follow her on Facebook to stay updated on the latest insights and developments in aged care.

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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.

Kerry has extensive financial services industry experience.  
Kerry’s input will link the client story and bookend their current position. Through her years of experience, Kerry will uncover client needs, and any known challenges they have or currently experience.   

What can you expect

Kerry’s commitment to planning for the 100 year Lifestyle, commences at a starting point of the client/s choosing.  Following the initial meeting, Kerry will create a Strategy from the personal information provided during the Discovery Meeting which will be tailored for your individual consideration and acceptance.  

Confidence in having a tailored road map when established offers a simple, yet effective "best next steps". Covering all life stages, supporting outcomes within the life journey and providing understanding, certainty, and comfort moving forward. 

About Kerry

Kerry commenced her career with National Mutual during the late 1980’s within National Mutual’s newly created ‘Women’s Life’ division. Kerry had a passion for ensuring women were planning for their retirement and future financial freedom. During her time with National Mutual and subsequent positions within the financial services sector, Kerry honed her skills through continuous education and professional development. 

Kerry has an extensive knowledge of the Government superannuation funds as a result of her appointment to assist Government sector employees during the transition programs in the 1990’s. 

Kerry gained an intimate understanding of the stress families confront during the care of an aged family member or the decision to place their loved one into aged care, when Kerry’s mother was placed into aged care accommodation. The period leading up to the aged care accommodation decision for Kerry's mother was quite stressful for all family members.  It was as a result of this personal experience in 2008, Kerry decided she would specialise in aged care financial advice in order to assist and guide clients through a very difficult time and share her own experience. 

Kerry is passionate about assisting family/s with decisions required for transition into the complicated world of Aged Care. 

Ana's focus and specialty lie in streamlining our business processes to enable the Phillips Wealth Partners team to deliver the best service and achieve the highest quality outcomes for all of our clients. 

Ana serves as the face of our organization, providing assistance to our clientele and offering a friendly voice on the other end of the phone. She oversees compliance checks and ensures that the aged care specialists and financial planning team have the support needed to deliver excellence.

With a background in communication and marketing, Ana brings a wealth of experience to her role. She is passionate about connecting with people and guiding clients through our processes.

About Ana

Ana has over 16 years of experience in client management and marketing across diverse sectors, including financial, technology, pharmaceutical, and hospitality. She is passionate about helping people, understanding their needs, and fostering long-term relationships with authenticity, empathy, and kindness.

Ana's Qualifications

• Advanced Diploma of Leadership and Management, MnM Institute
• Diploma of Business, The Left Bank
• Graduate Diploma of Marketing, Casper Libero Faculty
• Bachelor of Social Communication, Anhembi Morumbi University
• Accredited Marketing Specialist (ANZSCO 225113) by VETASSESS