Craig Phillips

Phillips Wealth Partners Pty Ltd

Platinum
31 Yrs Experience
Canberra, ACT 2601
Craig has worked in financial services for over 20 years. His qualifications include: Bachelor of Economics Advanced Diploma of Financial Services (Financial Planning) Fellow Chartered Financial Practitioner Diploma of Company Directorship. Craig is also accredited Trust and Estate Practitioner (TEP), SMSF specialist and Aged Care specialist. Craig is an Associate Financial Planner™ with the Financial Planning Association of Australia and member of the Australian Financial Advisers Association.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We offer a no cost or obligation initial meeting to determine what is important to you, why and then how we can help. We have a project approach to getting you started and a part of this is the preparation of the advice/plan and this is typically $2,496 to $5,400 and very comprehensive.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.75
  • Number of reviews 64
  • First year providing advice 1991
  • Years of experience 31
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Phillips Wealth Partners Pty Ltd

Level 4, 1 University Ave
Canberra, ACT 2601

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Insight Investment Services Pty Ltd

AFSL 309996

4.75
64 Reviews
5
4
3
2
1
4.80
Clear communication
4.65
Knowledge & expertise
4.85
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 64

Sort by

4.75

"Craig is cheerful and relatable, easy to deal with and sets out his suggestions and options very clearly. He has thankfully made dealing with my Mother's finances managable."

  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig and his team provided my family with much needed professional advice on managing my mother’s transition to a nursing home. His advice included a range of strategies enabling us to better understand her fee options and to optimize the management of her assets. This included options for her share portfolio, to best meet her current and future needs. Craig’s statement of advice and Zoom conference with the family greatly facilitated our understanding of the issues involved and provided the family with welcome reassurance that our mother’s transition was being effectively managed."

  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I really enjoyed working with Craig. I found him to be authentic and he was able to guide in the right direction to make financial decisions that I believe will set me up well for the future."

  • Superannuation
  • Insurance Protection
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Craig has given me advice in Aged Care and assistance with Centrelink after having to put my father into an aged care facility. Through Craig's knowledge and experience, I feel very confident that the advice given was right for my needs. Between his and Luisa's assistance we were steered in the right direction to ensure the right decisions were made relating to my father and his wife's needs. Thank you Craig and Luisa for guiding us into making what we now feel were the right decisions regarding their finance and property sales. David"

  • Government Assistance
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I felt he was there for me during a time of financial transition, anxiety and bewilderment. He clarified my position and likely scenarios, outlining different options. A big picture emerged, from which I could make the best decisions for my future provision and then actioned it. I liked that he was always available when I needed him in that time, which was reassuring to an older person unfamiliar with the financial world ."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig helped us navigate the complexities of aged care for our Dad as he moves from his own home to dependent care. Craig was fantastic in explaining the whole process and all the options so that we could help Dad make sensible and tailored decisions about his financial future. Couldn't have done it without him. Looking forward to a long relationship with Phillips Wealth Partners."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"His advice was very good and I am extremely happy with the confidence that he gave me with my investments"

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have previously used Craig for advice on the funding of Aged Care facilities for our parents. Craig has vast experience in this area and he was able to develop a number of options that were suitable for our parents. Craig was willing to work with the family members to ensure we both understood our parents' situation. The options were presented in a clear and concise manner which was easy for us to understand. We found Craig to be very attentive and he always accepted and responded to our questions, even after the final report was presented to us. Having used Craig for all our parents, we are very confident that he has considered all our options and the advice has enabled us to make the best financial decision for our parents'. I highly recommend Craig for any Aged Care assistance that you may require."

  • Government Assistance
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We sought assistance from Craig on how we could finance the move from our existing lifestyle village to an updated unit in a new lifestyle village. The meeting we had with Craig (and Miriam) was excellent. Craig took the time to understand our current position (both financial and lifestyle). He then presented us with a number of options and worked through each option with us, so we clearly understood them. He then assisted us to prioritise them into most to least desirable option. Craig also undertook to talk to the new village on our behalf and in doing so, was able to arrange it so we could implement the most desirable option - in a win/win for both us and the village. We are happy with our current financial management situation but will definitely turn to Craig in the future should we need any further advice."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Craig and Luisa gave advice in what was a complex situation involving aged care fees, pension payments and mortgages with protected persons. It was messy and under the advice of my solicitor, we saw Craig and Luisa for advice on the best way to proceed. After a lengthy initial meeting where all information was gathered, we went away and within 3 weeks we were back with Craig going through the different options in great detail. Everything was explained in easy to use language, we had a booklet to take away with all the details and options to further think about and a feeling that this was not so complicated or unsolvable. Everything was clearly communicated and we were always made to feel very welcome. Both Craig and Luisa are very approachable and I would recommend them for complex situations which they both were able to understand very quickly."

  • Government Assistance
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 64

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
James Cook University (JCU)
Completed
1988

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Professionals' Association of Australia (SPAA)

Membership type
SMSF Specialist Advisor

Society of Trust and Estate Practitioners (STEP)

Membership type
Associate
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