82 Reviews

Craig Phillips

Phillips Wealth Partners Pty Ltd

Platinum

33 Yrs Experience

Canberra, ACT 2601

About Craig
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Craig’s qualifications include:

Certified Financial Planner studies, Fellow Chartered Financial Practitioner, Bachelor of Economics, Advanced Diploma of Financial Planning, Diploma of Company Directors and FASEA Approved.

Craig’s accreditations include:

Tax (Financial) Adviser

Society of Trust and Estate Practitioners (STEP)

Self-Managed Super Fund Specialist™ (Committee member of ACT branch)

Accredited Aged Care Professional™

Craig's Memberships include:

Financial Advice Association Australia (FAAA ) ( ACT committee member)

Responsible Investment Association Australasia (RIAA)

Awards:

Winner Aged Care Specialist 2023.

Finalist Aged Care Specialist, Aged Care Advice program of the Year 2022 & 2023

Finalist Aged Care Adviser of the Year 2022

Finalist Financial Planning Association (FPA) Awards 2021, 2020

Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Cashflow & Income
Complex Investments
Socially Responsible
Tax Strategies
Wills & Estates

We offer an 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 $4,400 to $5,500 and very comprehensive.

5.00 July 2024

With the retirement of our financial adviser after over 20 years it can be stressful having to find a new adviser. Craig was recommended as the adviser to use. We revised our Estate Planning, making provision for our grandchildren and setting up a new Superannuation fund. Craig and his staff have been great in organizing all the necessary documentation to switch over.

5.00 February 2024

I'm very happy with Craig's assistance in dealing with my finances. The initial (90 minute) meeting to clarify my aims over the next few years was a great start to our relationship.

5.00 August 2023

We contacted Craig as we had health issues and wanted to find ways to retire early, we also wanted to change super funds, adjust managed funds and had parents who needed support with managing older age.

Craig was fantastic to deal with, very friendly, professional and knowledgeable. He made everything simple to deal with and we feel our financial affairs are in safe hands. We’d highly recommend Craig’s services.

5.00 July 2023

Craig and Louisa took the time to clearly identify our current and projected financial situation and provided timely, useful advice specifically catered to our individual needs.

5.00 June 2023

Kaye and I were very comfortable with our first meeting with Craig, Kaye in particular, understood more when Craig used the whiteboard and explained how things worked when it was kept simple. Myself having been in the financial industry found it very interesting and easy to understand.