Phil Thompson

"Phil is a great adviser with a good balance between financial and lifestyle focus.

We've been going to Phil for many years and catchup with him every year or two to check, refine and update our plan."

"We had a great chat with Phil about our pre-retirement plans and how we will move into this next phase of our life. He was very thorough and answered all of our questions and gave us some great ideas of how to reach our goals and plan our future and we now feel more confident on what's ahead. Thank you very much."

"Phil was amazing. I will be 70 years old next year and because our family has moved a lot over the years (changing jobs, countries, retirement schemes, etc frequently) I was quite concerned about being able to retire comfortably. Phil patiently talked me through it all, answered my (many) questions and reassured me that I will not have to keep working past 70 years old. We will be OK. He was personable, friendly and kind. I would highly recommend his help If you are looking for short term one off advice, as I was."

"I first consulted Phil for a pre-retirement 'financial health check' on the recommendation of a friend whose judgment I trust implicitly after 2 other advisers I had seen had left me feeling utterly depressed - one because he didn't understand my goals and the other because he was all about hard selling his services to me. Phil was the opposite. No hard sell and he understood my goals from the outset. He is very knowledgeable, smart and personable, was well-prepared for our meeting, gave me clear, sensible, practical advice and answered all my questions. I left our meeting feeling reassured and confident about my financial future and achieving my lifestyle goals in retirement. It was the same today, a few years later, when I consulted Phil for a post-retirement financial health check. He knew, and gave me, exactly the advice I needed and again I left the meeting feeling reassured and confident and with a clear plan. I consider Phil a trusted adviser and I am so glad that today's technology means I can still consult him even though I have left the ACT. I cannot recommend him highly enough. Thank you Phil!"

"My wife and I were extremely impressed with Phil. He was very pleasant and well prepared for our meeting, discussing positive options for improving our financial position. Would happily recommend Phil."

"Phil is fantastic – knowledgeable, genuine, and able to explain things in simple terms. His insights have left me feeling confident and optimistic about my financial planning. Highly recommend!"

"Phil is friendly and professional. He listened to our retirement plans and provided advice on our current financial position. It was reassuring to speak with Phil regarding our current financial position and how it might transpire in retirement. Thanks Phil."

"Phil was extremely helpful and had a planned path for us with our next 5-10 year plan."

"It was great to speak to Phil who gave us great advice which made sense to us. He was encouraging and realistic with what we need to do for the future. He did not try to sell us anything or sign up for advice we don't need. He was able to answer all our questions. We would highly recommend him."

"We are incredibly grateful to have found Phil as our financial adviser. He has provided us with exceptional and personalised budget strategies, taking the time to deeply understand our lifestyle and unique goals. Phil’s expertise has been invaluable in helping us establish a budget that not only works for us now but also sets us up for a secure financial future. What truly sets Phil apart is his ability to forecast and present investment opportunities that align with our family’s priorities, including planning for our baby’s future. Thanks to his guidance, we feel confident in our financial decisions and building a solid foundation for the years to come. If you’re looking for someone who genuinely cares, listens, and delivers tailored solutions, highly recommend Phil!"