"We visit Phil regularly for a Financial Checkup. The time spent is invaluable in helping us think through our objectives. Phil’s ideas are clearly articulated and obviously based on a thorough appreciation of our situation and needs. His knowledge and experience is extensive and we always look forward to our meetings. We would have no hesitation in recommending his services."

"Was referred to Phil by a good friend so confidence was high to begin with.

Found Phil to be easy to engage with and walked away with a decent sense of direction and "what next"...this was fairly 'high level' but that made sense as a "first step" in our pathway to retirement. Would be happy to recommend to others and will definitely seek Phil out again when we feel the time is right for a check-in."

"Phil's communication prior to our face to face appointment was excellent allowing us to provide comprehensive details of our financial situation before sitting down with him to review everything. Based on the information we had supplied, Phil had prepared an excellent, easy to understand projection of our finances for retirement and after listening to our plans, gave us detailed suggestions based on everything before him whilst considering our wants for retirement."

"Phil was great. His independence meant he provided advice tailored to my circumstances. His communication was clear and simple and he didn't recommend anything he didn't think suited my circumstances."

"Phil is a very well spoken professional with the relevant experience and knowledge to back up his suggestions/statements. His advice has given me concrete confidence in my financial decisions."

"Phil have a detailed and easy to understand review. He explained clearly future budgets and savings and future retirement plans"

"From the start, I had complete confidence in Phil. He clearly has a lot of experience and expertise in the financial industry, but is also genuine and honest, and truly cares for his clients. He walked me through the details around my financial position, highlighting the key points, and explaining things in a way that could easily be understood (which is important when it comes to finances). He gave me valuable advice on my investment strategy and how to maximise my superannuation for higher long-term returns. Most importantly, he showed me how my current finances could support me for moving to part-time work, so that I could dedicate more time to my art practice. He gave me serious peace of mind.

In addition to helping me understand my financial position, Phil gave me direction on how to plan the next couple of years, as well as for the longer term. This has been invaluable because I now have a clearer direction and focus in achieving my goals. Meeting with Phil has been one of the best financial decisions I’ve ever made, and I am grateful that I have found an advisor that I can depend on for years to come."

"The "checkup" service is a great way to get the answers you need in the right time and at the right cost."

"Phil was very clear, concise. Phil is very helpful due to his extensive knowledge."

"Phil is clearly an experienced, knowledgeable and professional financial advisor. He was well prepared for our appointment, communicated very clearly, and we felt confident we understood our financial position after meeting with him. He was also kind, easy to deal with, and all arrangements went smoothly. We highly recommend Phil’s services."