Summary

Hello my name is Craig Phillips and I am the Principal of Phillips Wealth Partners and we are in the business of providing holistic financial advice. “I help clients achieve their life goals, with clarity, insight and certainty in a true partnership. This often involves helping them re structure their situation so they can enjoy and protect their lifestyle and families, plan ahead for the unexpected or expected and create a sense of financial comfort so they can sleep at night as well as building a legacy for the next generation. We take a Life-First approach to understanding what really matters, and coaching you to think about their life and money in a new way As a Fee for service advice firm we also cover Aged Care needs and SMSF's of course in a professional and caring environment free of external ownership or influences.