Proudly Members of

FPA SSA

AIOFP MFAA

Welcome to Phillips Financial

Imagine having your own 'financial concierge' at your fingertips!

That's our service for our clients at Phillips Financial.

We are an established financial advisory firm, providing strategic financial guidance and investment management services to our clients since 1979.

Enjoy the benefits of personalised financial services for:

  • Confidence that your investments and wealth are on the right track and in expert hands
  • Financial security for yourself, your family and your future generations.
 

Phillips Financial - Your 'financial concierge'

  • Strategic investment & financial planning
  • Personalised investment mentoring
  • Investment & wealth management
  • Life, income protection and disability insurance
  • Mortgage & debt solutions
  • Wealth transfer to your future generations