Business Owner
We understand your needs.
Why?
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:
- protecting your assets from predators and creditors,
- growing your capital and
- giving you the headspace to focus on your business
Some key areas we can work together might include:
- Ensuring your Superannuation is invested correctly and going to provide the nest egg your hoping for with full visibility of where your invested and projections of future balances
- Are your debts structured correctly?
- Are your Shares growing or going?
- Are your assets protected against creditors and predators
- Review of all personal insurances
- Sensible budgeting and cashflow tips & techniques
- Use of smart but simple tools to allow you view your entire financial world in one spot
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