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Overall Adviser Rating
Average Customer Rating
Percentage of Positive Reviews
Step 1 - Financial Check Up - $330
Step 2 - Strategic Financial Plan - $2640
Step 3 - Statement of Advice - $1650 plus $330 per policy set up
Step 4 - Wealth Management Service - $3300 pa
Each step taken only where needed.
All levels of wealth investment
All levels of income
"Helpful general advice"
"I have never been to a Financial Advisor before and wasn't sure what to expect. I found Phil to be very knowledgeable and supportive, he suggested some great, personalised strategies to get me to where I need to be in the future. I will definitely highly recommend him to my family and friends."
"Friendly, professional and straight to the point. Well worth it."
For the past 17 years I’ve been working as a financial advisor helping superannuation investors, small business owners (including farmers) and direct share enthusiasts on how to take back control of their financial situation from the banks and the large institutions.
We are currently importing all qualifications and memberships from the ASIC register - please go to MoneySmart link here and lookup
25 Michell Street, MonashACT 2904 Australia
"Phil was extremely thorough and very knowledgable regarding my superannuation. He provided many options for me to consider and i found the process extremely professional and seamless. I would highly recommend Phil to anyone seeking financial advice. Thank you Phil!"
"Well explained strategies that made sense and were understandable. He did not try to sell any products that I would not have genuine benefit from and I liked his independent advice."
"Phil was friendly and knowledgeable, with open advice and clear, simple strategies that made sense. "
"Phil was super friendly and able to provide advice and options in a really straightforward way. He has also educated me a little more about managed funds and non-real estate investments which was interesting. I've always found them to be quite intimidating but Phil has managed to help me view them as something not quite as terrifying as I had imagined. "
"I found Phil's advice to be quite valuable as he found things I hadn't thought of. I would definitely recommend Phil and look forward to engaging him in the future."
"Phil is well educated in his field, easy to talk to and gives well thought out advise.Highly recommended."
"Phil is an exceptional advisor. He is very well informed but what I like best is he takes a lot of time to really understand your situation along with your visions for yourself/family before providing you with advice.
I know two other people who have been long term clients of Phil and they also cannot say enough good things about him."
"Phillip was very easy to talk to, and put me at ease immediately. He explained certain aspects of his advice, when asked, and was very helpful overall."
"My wife and I found Phil easy to talk to, pragmatic in his approach and focused on our needs. Phil provided us with an approach tailored to our financial situation taking into consideration our desire for a comfortable retirement. I would highly recommend Phil to friends, family and co-workers."
"Phillip was able to reassure me that I was on track with my current financial situation and that I had correctly understood the implications of a proposed strategy for tax effective superannuation contributions. He also provided me with valuable information and guidance to consider when making future investments."
"Phil gave me some clear advice and guidance that set out some clear financial goals for the next few years. He is very approachable and provides advice that is easy to understand and implement.
"Phil was great. He provided me with honest advice and was thorough in his analysis of my financial records He was patient and explained things in an easy to understand way. He was non-judgemental and easy to talk to."
"I attended a financial advice consultation with Phil two days ago with a view to using him as my advisor and was impressed with the way he explained how he operates. He was clear and did not pressure me in any way. "
"Well presented for the overview, we felt comfortable and he communicated clearly"
"Phil provided clarity on a range of issues we have been grappling with and importantly, is independent and most definitely not pushing any products. Overall, a very positive experience."
"We saw Phil for a financial check up today and he gave us great advice which was easy to understand and didn't push us into things we weren't interested in. He is independent and great to deal with. Highly recommend!"
"Very good first meeting, and I am confident that I will receive sound impartial advice in months to come."
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Adviser Ratings Pty Ltd (ABN 18 154 273 640 ) (AR 466730 ) is a Corporate Authorised Representative of IPraxis Pty Ltd (ABN 39 114 365 007) the holder of Australian Financial Services Licence No. 329337.
Level 2, 50 Bridge Street, Sydney, NSW 2000, Australia
The overall rating is determined by a combination of the professional bodies Phillip Thompson is a member of and in what capacity, the licensee or company of Phillip Thompson and customer reviews (see detailed rating system)
We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Phillip Thompson (see report card scoring)
Quality of Advice: 97%
Customer Satisfaction: 99%