Craig Phillips BEc FChFP ADFP TEP SSA AFP® AFA

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Company Phillips Wealth Partners
Title Senior Financial Planner
Profession Financial Planner
Address 42 Jacka Place CAMPBELL ACT 2612
Email [email protected]
Phone +61420460483

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.