Fee-only financial advice ensures that you are paying for the ‘service and advice' of a financial advisor and not for products that have inbuilt percentage-based fees that last the lifetime of an investment.
With our “fee-only” financial advice model, Phillips Wealth Partners has always taken a holistic view of financial planning.
This means that we can offer you objective, conflict-free advice with a dedicated ongoing service tailored to your specific and individual financial planning needs
Becoming a Client
Our goal is to ensure your experience with receiving advice is efficient, professional, really interesting and enjoyable and to deliver a road map that completely meets your needs allowing you to focus on what matters most to you.
Our solutions/strategies and service is very comprehensive and we will work hard to ensure your are genuinely so happy with us that you feel comfortable being an advocate for our business.
We have several steps in the advice process, so let us look at them and how we can add value initially and ongoing. The process is always customised to your needs and timeframes, however, typically it follows the below: