80 Reviews

Craig Phillips

Phillips Wealth Partners Pty Ltd

Platinum

32 Yrs Experience

Canberra, ACT 2601

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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.

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 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.

5.00 April 2023

We consulted Craig and his associates about our parents and their financial needs as they moved into aged care. The team was able to give us a comprehensive look at where we could expect their finances to be over the next five years. They made everything clear and covered a number of different situations that we could see were possibilities for our parents. Craig and his team were friendly, easy to talk to and extremely professional. We were left feeling very confident and at ease.

5.00 April 2023

Craig was very approachable, friendly and professional. It is clear that Craig has a great understanding of the market as well as lengthy experience in offering practical advice with honest expectations. We recently moved across from another financial planner and very glad that we did.