Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
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Reviews
Total number of reviews
Reviewer opinions
About me
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.
Craig has also been a Justice of the Peace (NSW) since 2003.
Reviews
4.7
out of 5 starsMatt
65+ years old"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."
06 Sep 2021Laura
Under 35 years old"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. "
19 Jul 2021David
56-65 years old"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"
15 Jul 2021janet
65+ years old"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 ."
14 Jul 2021Sue
46-55 years old"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."
12 Mar 2021Antonio
Under 35 years old"His advice was very good and I am extremely happy with the confidence that he gave me with my investments "
19 Feb 2021Videos
My Expertise
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Aged Care
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Budgeting
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Cashflow & Income
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Complex Investments
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Defence Industry
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Medical Industry
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Retirement Planning
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Self Managed Super Funds
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Shares & Investments
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Socially Responsible Investments
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Superannuation
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Tax Strategies
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Wills & Estate
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Women's Finance
Key information
- Adviser rating
- Platinum
- Years Experience
- 30 Years
- Highest qualification
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Bachelor of Economics
- Industry Memberships
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4 total
- Address
- Level 4 1 University Ave
Canberra, ACT, 2601 - Location
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I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Phillips Wealth Partners Pty Ltd
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Insight Investment Services Pty Ltd
-
Licensee owned by
HIGHFIELD GROUP PTY LTD
My Qualifications
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Advanced Diploma of Financial Services (Financial Planning) (2009)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Kaplan Professional
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Diploma of Financial Services (Financial Planning) (2007)
Level of Qualification: Level 5 - Diploma
Institution: Kaplan Professional
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Bachelor of Economics (1988)
Level of Qualification: Level 7 - Bachelor Degree
Institution: James Cook University (JCU)
My Memberships
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Financial Planning Association of Australia (FPA)
Level of Membership:
AFP
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Society of Trust and Estate Practitioners (STEP)
Level of Membership:
Associate
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SMSF Professionals' Association of Australia (SPAA)
Level of Membership:
SMSF Specialist Advisor
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Association of Financial Advisers (AFA)
Level of Membership:
Fellow Chartered Financial Practitioner
My Fees
- Personal Advice
- starting from $2,496
- Ongoing Advice
- starting from $3300
- Details
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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.
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Matt
65+ years old"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."
06 Sep 2021Customer opinions
Laura
Under 35 years old"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. "
19 Jul 2021Customer opinions
David
56-65 years old"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"
15 Jul 2021Customer opinions
janet
65+ years old"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 ."
14 Jul 2021Customer opinions
Sue
46-55 years old"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."
12 Mar 2021Customer opinions
Antonio
Under 35 years old"His advice was very good and I am extremely happy with the confidence that he gave me with my investments "
19 Feb 2021Customer opinions
Rob
56-65 years old"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."
18 Feb 2021Customer opinions
Mark
56-65 years old"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."
08 Dec 2020Customer opinions
Sofie
46-55 years old"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. "
02 Nov 2020Customer opinions
Dwayne
56-65 years old"My dealing with Craig has been very professional, he is honest and wants nothing but the best outcome for his clients. we in the past had been involved with a problematic advisor so trusting a new person was a big ask. Craig was wonderful and put us at ease and didn't rush us, this was very important. His advice has been spot on even during the Covid downturn (a difficult time for all). I am very happy with his work and advice and would recommend his services to anyone, I have recommended him to friends. Apart from this, he is a nice person who wants to the best he can by his clients."
19 Oct 2020Customer opinions
Annika
46-55 years old"-"
18 Oct 2020Customer opinions
Jane
46-55 years old"It was clear Craig has a solid and detailed understanding of the Aged Care system. His advice was clear, concise and presented in way that made sense. I feel confident that the comprehensive options presented to me will ensure I am able to make an informed decision. His customer service during an emotional time was respectful and caring."
12 Oct 2020Customer opinions
Brian
56-65 years old"I met Craig a couple of years ago seeking advice regarding moving to a more affordable income protection insurance product. Craig was able to explain my options in a clear, easy to understand manner. After taking out a policy he recommended, Craig has then followed up in person on a couple of separate occasions. After hearing I had been involved in an accident, Craig's personal service, detailed product knowledge and follow through has been extremely beneficial in lodging an injury claim."
01 Oct 2020Customer opinions
Allan
65+ years old"Craig has given me advice in the area of Age Care in selecting a suitable age care facility based on my needs, location and finances. Craig was always able to explain things to me in a clear way. Through Craig's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Craig's full care and attention when I needed it."
25 Sep 2020Customer opinions
Georgia
46-55 years old"I wouldn't hesitate to work with them again. Luisa and Craig are great people who go above and beyond for their clients' benefit."
23 Sep 2020Customer opinions
Timothy
56-65 years old"Craig and Luisa were brilliant. They provided an exhaustive and very comprhensive assessment of the aged care financial strategies and options available. They were both very responsive, very understanding and thoroughly professional. Luisa also managed the scheduling of appointments with aged care homes and was a pleasure to deal with. I have no hesitation in recommending Craig and Luisa to anyone looking for information and solutions to the aged care financial puzzle."
16 Sep 2020Customer opinions
Kathleen
46-55 years old"At a time of high emotion, Craig and Luisa navigated us along the Aged Care path with empathy and professionalism. Their high degree of knowledge was evident, as was their commitment to following through with us until we had a solution that suited our family situation. We very much value the support we received. "
16 Apr 2020Customer opinions
John
46-55 years old"I initially looked at two advisers in Canberra, Craig replied in very short order and took the time to gain real understanding that I was doing this on behalf of my dad. Without Craig's help I'm certain that dad may not have received every benefit that he was entitled to. Just as people seek legal advice, so too should they seek financial advice, especially when it comes to aged care."
02 Mar 2020Customer opinions
Joseph
65+ years old"Craig has given us advise on options of how best to finance and acquire a combined home for us with our daughter and son-in-law ( including a granny flat). "
07 Feb 2020Customer opinions
Laura
46-55 years old"Craig was really helpful in providing me with options around budget management for my mum and explaining them in an easy to understand way. It gave me much more confidence that we have a good strategy in place for Mum going forward."
07 Feb 2020Customer opinions
Maria
56-65 years old"Craig provide sound advice and options for my retirement plan. Craig paid attention and listened to my thoughts and ideas for my future life style and plans enabling him to look for products to suit my needs and provide me the information to assist me to make the right decision. Craig was always able to discuss and explain the answer to all my enquies and questions. I have no hesitation with recommending Craig to future clients."
05 Feb 2020Customer opinions
Bill
46-55 years old"Being new to the world of shares and investments, I was in sudden need of expert direction and advise on investing an inheritance. Craig was recommended by a highly trusted and regarded friend in the insurance industry, and I was very satisfied with the referral. Craig gave me very timely time and advice on my needs, made himself available to me at times and places convenient to me, and set it all in place. Moreover, he took a genuine personal and professional interest in my circumstances. For example, he took some details and looked into my superannuation situation in fine detail which was outside the scope but very appreciated. I highly recommend Craig as an investment adviser."
05 Feb 2020Customer opinions
Steve
46-55 years old"Craig was able to confirm the structure and help navigate the financial side of aged care system, so we could put a plan in place for my father's finances to be maintained and potentially grow as he moved into aged care. Craig's report containing the different options was easily understood and clearly outlined the pros and cons of each option. I'd recommend Craig to others based on his knowledge in this sector."
05 Feb 2020Customer opinions
Gillian
65+ years old"Craig has given me excellent advice on several issues. He is patient, understanding, doesn't patronise and listens carefully to what I say. I am confident that any advice I receive from him will improve my situation. "
05 Feb 2020Customer opinions
Rob
56-65 years old"Very happy with Craig’s ability to fit in appointment on short notice to work in with our schedule. He helped with professionalism in options for aged care. I like the open honest and confidence that Craig displayed and listened carefully to our situation for what was our best option for my mum in aged care. Highly recommended Thank you "
04 Feb 2020Customer opinions
Diana
46-55 years old"Craig provided comprehensive information and options to me when I requested assistance in renewing/replacing my personal trauma and life insurance policies. He provided this information in a very short period of time and clearly and objectively explained the policies to me. He made himself available to me and answered my questions thoroughly. I have no hesitation in recommending Craig with his expansive wealth of knowledge and experience in the finance industry."
25 Nov 2019Customer opinions
Vici
46-55 years old"Craig has given me advice in areas including superannuation, shares, investment management, and wills. He has assisted me to get my entire financial and legal portfolio together to ensure all information is located in one location for ease of review, and transparency. As a single person, I believe it is essential to have such confidential information managed professionally and independent from immediate family. Craig is someone I can trust, who is professional and equipped with the expertise to facilitate the execution of my will and assist my family with all my personal financial and legal matters, should a need arise."
19 Nov 2019Customer opinions
Vy
Under 35 years old"Exceptional experience! I have been looking to financial advice for some time but was very hesitant as I wasn't sure where to or who to trust. The minute spoke to Craig, I was blown away by his professionalism, attitude and expertise and knew that I could trust him. His communication has been phenomenal - keeping me in the loop and taking time to explain and guide me throughout the entire process. Thank you Craig! I highly recommend Craig for all of your financial advice!"
19 Nov 2019Customer opinions
Robert
35-45 years old"Craig gave my wife an I advice in money management, superannuation, insurances, and directed us to the right people to create wills. Craig was able to explain things clearly and was always available to help."
19 Nov 2019Customer opinions
Karin
46-55 years old"Craig has given me advice in areas including managing debt, planning for retirement and insurance. Craig was able to explain things to me in a clear way. Through Craig’s knowledge and experience, I feel very confident that the advice given was right for my needs. "
18 Nov 2019Customer opinions
Cathy
56-65 years old"Craig was recommended to me by our long term and trusted financial and tax advisor. At the time I was under considerable pressure to make quick and complex decisions about aged care options for my husband, based on little understanding or information about either the process or the financial implications. Craig was available at very short notice for initial advice and after thorough examination of our financial situation he provided planning options which he explained in depth. Over the next four months, during my husband’s eventual entry into aged care, Craig was always contactable whenever questions arose or decisions were required ( which could be sudden) and throughout he was always patient, warm and understanding. The confidence and reassurance of having an such an advisor on hand who was professional, experienced and objective was absolutely essential for both myself and my husband to manage this difficult stage in life. "
29 Jul 2019Customer opinions
Steve
46-55 years old"We contacted Craig at a stressful time in our lives as my parents had both gone through major medical procedures and they weren't doing so well. We were concerned about their care as well as their finances and Craig was brilliant at simplifying the options available to us and helping us understand how to best manage their finances for the long term. I could not recommend Craig highly enough for not only providing detailed advice on the costs of aged care and the government funding packages available but also having the patience to guide us through the finance maze during a difficult time."
28 Jul 2019Customer opinions
Maureen
65+ years old"Craig was of great assistance when I was faced with placing my mother into Aged Care. This was a very stressful time for me and Craig's knowledge and patience made the process easier. ,"
27 Jul 2019Customer opinions
Lucia
46-55 years old"Craig has a natural ability to communicate in a clear and easy to-understand fashion. I immediately felt comfortable and confident to share my financial situation with him, from which he efficiently assessed. He provided several options which is exactly what I wanted. A great guy and excellent financial planner. Highly recommended. Lucia, Canberra"
29 Mar 2019Customer opinions
Heather
46-55 years old"Craig has provided a holistic approach for our families financial, investment and retirement needs. We have appreciated his attention to specific details regarding short medium and long term goals and suggesting creative solutions towards a viable retirement plan. I can highly recommend his expertise in assisting with financial advice Heather 2614"
09 Mar 2018Customer opinions
Sigy
35-45 years old"This was the first time that we had approached any financial consultant in relation to planning our finance and our future. Craig really helped us to understand how we stand now and provided some options for us to consider to place us is a good spot in the future. We have taken Craig's advice and believe that we have made the right decision."
04 Mar 2018Customer opinions
Gary
46-55 years old"Fantastic nature and extremely easy and enjoyable to work with. Not a dynamic advisor but that maybe more reflective of my wife's risk profile. Could pay more attention to detail at times."
28 Feb 2018Customer opinions
Graeme
65+ years old"I have appreciated Craig's advice in converting my superannuation fund to a tax free pension fund. He has also taken into account the fact that I may need to draw on some of this money in the near future."
27 Feb 2018Customer opinions
John
46-55 years old"Focused on providing good advice."
27 Feb 2018Customer opinions
Madeline
56-65 years old"Craig is very accomplished in his field of investment advice, extremely friendly and caring."
16 Feb 2018Customer opinions
Susan
56-65 years old"I am very happy with the service provided"
14 Feb 2018Customer opinions
Maureen
56-65 years old"We would highly reccomend Craig. His knowledge and expertise has been invaluable in assisting us with managing our superannuation and retirement goals. "
14 Feb 2018Customer opinions
Andrew
35-45 years old"We liked that Craig tailored his advice to our goals and circumstances and didn't push us into any higher risk investment strategy."
13 Feb 2018Customer opinions
Frank
65+ years old"Milestone Financial and AMP as a whole would do their clients and the world a great service by divesting from the fossil fuel industry (and its derivatives such as petrol/diesel vehicle manufacture) and emphasise the just transition to a society and economy powered from renewable energy sources. I'm surprised that your staff is not better acquainted with investment opportunities (which have been booming). "
12 Feb 2018Customer opinions
James
65+ years old"Understands our investment requirements and puts forward sound , sensible options. Jim@Annette. 2539"
06 Feb 2018Customer opinions
Therese
56-65 years old"He is the reason I stayed with Milestone."
05 Feb 2018Customer opinions
Peter
56-65 years old"Craig has a very positive approach to ensuring our Superannuation needs were met and are maintained. We dismantled a poorly performing SMSF and resurrected a Managed fund all in a timely manner, despite the complications of the process. He kept us informed with good communications. The fees are lower, the fund is performing better and we are happier in our retirement. "
01 Feb 2018Customer opinions
Jose
65+ years old"Have confidence in Craig he is willing to listen, is very friendly and has been very helpful to us"
01 Feb 2018Customer opinions
Tom
Under 35 years old"I have really welcomed Craig's expertise to set up my super and insurances aligned to my ethical investment values. "
01 Feb 2018Customer opinions
Peter
56-65 years old"I felt confident he knew what he was talking about..."
18 Jan 2018Customer opinions
Peter
65+ years old"Craig is a 10/10, very happy with his service."
10 Jan 2018Customer opinions
Steve
56-65 years old" Friendly and knowledgeable"
20 Dec 2017Customer opinions
Dianne
56-65 years old"Craig supported me through the confusion of transitioning into retirement and planning for my old age. He also supported me as I got my very serious tax affairs in order. I still have to complete my Will but one step at a time we have negotiated some very difficult issues I had been unable to negotiate. With Criaigs help I know I will get there in the end. Now that is peace of mind right there."
18 Dec 2017Customer opinions
Michael
46-55 years old"A knowledgeable man that speaks to you in a professional and friendly manner. I feel like I have known him a lot longer than I have."
13 Dec 2017Customer opinions
Jutta
46-55 years old"Great service! Very helpful!"
13 Dec 2017Customer opinions
erica
46-55 years old"Craig was really helpful in setting me up for my financial future. He takes the time to explain everything. "
13 Dec 2017Customer opinions
Emily
Under 35 years old"Seeing Craig was the best thing we have done financially in the last 5 years! He is helping us get our lives back, so we can enjoy ourselves and still prepare for our futures. He is helping us to meet our life goals without our financial security now, or in the future, being at risk. Very personable, explains things well."
08 Dec 2017Customer opinions
Michele
46-55 years old"Craig is very knowledgable, communicative, responsive and provides his services with a sense of humour which is important. "
30 Aug 2015Customer opinions
Kym
56-65 years old"A very approachable and competent adviser who has dealt with me in a manner that is appropriate and he has looked after and advised me in an acceptable way "
16 May 2015Customer opinions
Jim
56-65 years old"Craig provides excellent service with timely advice on how to optimise my investments. He also listens to what my concerns and aspirations are and together we devise strategies to best achieve them. I highly recommend him for both his technical expertise and his great relationship skills."
15 May 2015Customer opinions
Geoffrey
56-65 years old"I believed he has worked hard to get the best results for me in the short period of time to achieve these outcomes. He had to work with a lot of people to achieve the outcomes and they are coming together as planed"
14 May 2015Customer opinions
Ken
46-55 years oldN/A
13 May 2015Customer opinions
Mike
65+ years oldN/A
12 May 2015Customer opinions
Helen
65+ years oldN/A
12 May 2015Customer opinions
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