A Womans Way
In 2019 Phillipsons launched our A Woman’s Way event, bringing together women from around the region to share insights and information, equipping women to make more of their financial, business and personal world. So successful was the event that we had plans to repeat in June 2020 until Covid19 put an end to gatherings of this type. We will however reset our plans for a follow up event as early as possible in 2021. If you would like an invitation to the future event or more information about A Woman’s Way, please contact us here.
PHILLIPSONS
Accounting Services Pty Ltd
ABN 89 103 720 190
Phone: 03 5144 4566
Fax: 03 5144 5403
Email: queries@phillipsons.com.au
Liability limited by a scheme approved under Professional Standards Legislation
PHILLIPSONS
Financial Planning Pty Ltd
ABN 87 103 720 181
Phone: 03 5144 5207
Fax: 03 5143 3419
Email: fp@phillipsons.com.au
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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.
