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We are business owners too and know all to well the pressures and challenges of ensuring your business financial goals are aligned to your personal wealth and asset protection goals.
Our goals-based advice process ensures we work with you to separate out your personal objectives and make sure you have a clear picture of what they are how best to achieve them.
Phillips Wealth Partners use may tools to do this some of which are digital which become a time saver for you.
We work closely with your other professionals to ensure your multiply disciplinary team is dancing to the same tune.
If you don’t have the right people we bring them in to your team.
Our services include:
Some key areas we can work together might include:
Our holistic goals-based advice process firstly ensures we separate out your personal
objectives and make sure you have a clear picture of what they.
We are a fee for service model and have full transparency on all our costs