Phil Thompson

"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."

"Phil explained his advice clearly and there was no suggestion to sell any products that were not required."

"Phil provided my wife and I with considered and professional advice on a wide range of retirement, superannuation, tax and investment related issues. We had a number of questions that Phil was able to provide comprehensive and up-to-date advice on and additional suggestions and ideas we had not fully considered ourselves. I would recommend Phil to anyone seeking general or specific financial advice across a range of matters."

"Phil was a wealth of knowledge - very easy to communicate with - giving us multiple scenarios and advice."

"Phil treated me with respect, listening deeply to what I had to say and expertly related that to my financial situation. It’s the first time I have felt comfortable with a financial adviser."

"Absolutely fantastic experience! Phil Thompson is knowledgeable, easy to talk to, and took the time to truly understand my financial situation. The advice was clear, practical, and tailored specifically to my goals. I left the meeting feeling confident and in control of my financial future. Couldn't recommend more highly!"

"My partner and I met with Phil to better understand our financial position and develop strategies to meet our goals in the future. Phil was well prepared and considerate of our goals. He clearly articulated multiple scenarios and answered all our questions. We left with a solid understanding of our current position, as well as ideas we hadn’t thought of. I would highly recommend Phil as a trusted financial advisor."