Bree Phillips

I have been in the Financial Services Industry for over 13 years.

My role as a Financial Adviser is very simply about giving my clients clarity on where they are & where they want to be; what success looks like for them & giving them the right tools to achieve this & then most importantly, providing my clients the freedom to live life whilst removing these stresses. This is where the importance of having an ongoing advice comes into play as life changes & people's goals may change, we can make those adjustments along the way to keep the client on track for success.

I love helping my clients achieve their goals & allowing them to do more of what they love doing - whether that's to pay off the mortgage sooner, be less stressed about their finances, protect their lifestyle, build wealth towards an early retirement, or even lifestyle goals such as more family time or travel.

Outside work, I cherish spending quality time with my family and friends.