At Phillipsons, we walk alongside our clients; we don’t dictate, we are not reactive, but we are strategic, we empower, educate and advise – we facilitate a team approach to help our clients live their best life!
Phillipsons holds their own Australian Financial Services License (AFSL 332836) so we are not aligned with any Bank or financial institution. We take immense pride in providing truly tailored advice. Financial advice is not just for the wealthy, it’s for the aspirational, those who wish to take control, the time-poor, the procrastinator or those who need help to solve a problem.
Our ideal clients seek to improve their financial position via quality, proactive financial advice. Someone who is committed to a long-term financial plan and seeks an adviser who they are willing to trust to assist with their long-term vision of financial independence.
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Phillipsons can help with:
SAVINGS: we help our ‘future planners’ master their cash flow by understanding their spending habits and aligning these with their short and long term goals. We help create a strategy for today with tomorrow in mind.
INVESTING: we help identify the best investment strategies to make your savings work as hard as you do.
Portfolio Management: An investment portfolio is made up of different types of assets such as shares, property, bonds, cash, wholesale and retail-managed funds and listed hybrid securities. These investments can contribute income, capital growth or both to help build your personal wealth.
Our investment committee along with our advisers combine their decades of professional experience with an in-depth research and due-diligence process to build robust portfolios that are tailor made for your unique set of circumstances.
SUPER: when saving for retirement it’s important to consider how you’re going to ensure a comfortable (or even early) retirement. Small changes made early can make a huge difference over a long time.
Self-Managed Superannuation: If you want to take control of your Retirement savings; Phillipsons has dedicated SMSF specialist advisers to guide, advise and share this journey with you.
Retirement: we can help answer your burning questions and recommend practical solutions to reduce the anxiety of losing your ‘weekly salary’ making the transition to retirement more enjoyable!
TAX: this one is unavoidable, but it can be reduced – putting money back in your pocket. We can help with that.
DEBT: it can be overwhelming, frustrating and stressful, so we can help you understand where you’re at and work together to get on top of it.
ESTATE PLANNING: we can help with a plan for your assets, because safeguarding the financial welfare of your loved ones with an estate plan is the best legacy you can leave.
Accounting Services Pty Ltd
ABN 89 103 720 190
Phone: 03 5144 4566
Fax: 03 5144 5403
Financial Planning Pty Ltd
ABN 87 103 720 181
Phone: 03 5144 5207
Fax: 03 5143 3419