92 Reviews

Craig Phillips

Phillips Wealth Partners Pty Ltd

Platinum

34 Yrs Experience

Canberra, ACT 2601

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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)

Awards:

Winner IFA Holistic Adviser of the year 2024 ( ACT/SA/WA)

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 phone call at no cost then a discovery meeting for $ 660 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 April 2025

I am a full time working mum and have been supporting my own mother over the last couple of years in downsizing her life and rejigging her finances. She is 80yrs, widowed, with age-related health issues and is not at all savvy/interested in paperwork, money, etc. PWP was recommended to Mum through word-of-mouth in 2022, after which I attended a couple of their public seminars and then sought an initial consultation with Craig and Luisa (just me and PWP without Mum to start with) to better understand their business, relevant services and to assess whether they would be a good fit for my mother's needs. Initially we started off by seeking a couple of pieces of stand-alone advice from PWP, which we implemented, and we have since engaged PWP to manage her finances on an ongoing basis. This decision has made a tremendous difference to Mum (far fewer worries now as we have simplified/streamlined things) and has also taken a significant weight off me. I am very happy with not just their knowledge and analysis of options, but also their manner, approachability, bespoke client-focused communications, and willingness to serve their clients. Craig, Luisa and Ana all are interested in who my Mum is as a person, her life/values/achievements, and what she wants going forward. They empower Mum in all her decisions, are patient , kind, always check she understands their info, and they never ever defer to me (who is always there) even when Mum mis-hears them or loses concentration! Not once have I regretted starting this journey with them, and look forward to PWP providing Mum their financial expertise, and helping me support my Mum in the years ahead. If only all financial service providers cared and behaved the way PWP do!

5.00 February 2025

I could not recommend Craig and Luisa more highly for their understanding, supportive and expert approach in advising on options for aged care funding and access. They have been lifesavers. Their quick understanding of one's personal situation so that they can present options for action; their knowledge of and expertise in the aged care system and their good contacts; their personable and supportive approach, going out of their way to involve family in meetings and to follow up on discussions: all this has made the very difficult situation of caring for someone with dementia bearable. I feel as though I am very much in their debt, as it is as a result of their efforts that I have found a wonderful residential care place and the process of funding it is in hand.

5.00 January 2025

We have been very impressed with the professionalism of Craig, Luisa and Ana. They have taken an agnostic investment approach, always willing to explore options that best suit our interests and preferences. They have been very responsive, courteous and sensitive in all of their interactions with us. I could not recommend them more highly.

5.00 January 2025

I only wish that I had engaged this company and Craig's services many years ago. His advice and knowledge of so many complex areas have been explained in laypersons terms and I look forward to many years of having him look after my financial affairs.

4.50 September 2024

My wife and I have been clients of Craig for just under a year. To date we have been extremely satisfied with the service he and his staff have provided. All our interactions have

been friendly and courteous and any questions we've had have been handled patiently and efficiently.