News
A recent scenario from Craig Phillips, Senior Financial Advisor with Phillips Wealth Partners unfolded as we assisted a family to navigate the aged care system, providing solid financial outcomes before moving their loved one into care.
We are very excited to introduce our newest team member Eunice Quilapio.
Learn the steps of how to access home care services through aged care by joining us on a webinar on 3 February at 12PM. Please register for this short, but informative session presented by Luisa Capezio, our aged care advisor at Phillips Wealth Partners.
Insight Investment dealer group share an interesting update on the Market, Economic situation and political landscape.
Every year, scams cost Australians, businesses and the economy
hundreds of millions of dollars and cause emotional harm to
victims and their families. The best way to stay safe is to be aware and learn more about what scams are out there.
Chris Lioutas shares an interesting summary and highlights from the movements this quarter and major changes to some of the key asset areas.
Chris Lioutas from our dealer group summaries the things to take out of 2020; a year where records were broken multiple times, a year where it seemed we had multiple years of events crammed into one, and a year that went both very fast and/or very slow depending on your predicament.
Financial planners, like me from across Australia contribute to Future2 through donations, getting involved in fundraising activities and by nominating organisations for the annual grant program. This is Craig Phillips, Phillips Wealth partners eighth time participating in this event.
In this short webinar, Luisa Capezio, aged care adviser for Phillips Wealth Partners takes you through the step by step process of how to access government subsided home care services.
Chris Lioutas from our dealer group Insight Investment Services gives an update on the market, politics and the race for the COVID-19 vaccine.
The Financial Planning of Australia (FPA) Awards are designed to recognise members who deliver the highest standards of professional and trusted advice to Australian consumers, as well as those who have gone above and beyond to support their local community through pro bono and volunteer work.
Country to Canberra is about empowering young rural women to reach their leadership potential. Those of you who have been following our news will know Phillips Wealth partners has been an active supporter of the charity ‘Country to Canberra’.