88 Reviews

Craig Phillips

Phillips Wealth Partners Pty Ltd

Platinum

33 Yrs Experience

Canberra, ACT 2601

About Craig
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Craig’s qualifications include:

Certified Financial Planner studies, Fellow Chartered Financial Practitioner, Bachelor of Economics, Advanced Diploma of Financial Planning, Diploma of Company Directors and FASEA Approved.

Craig’s accreditations include:

Tax (Financial) Adviser

Society of Trust and Estate Practitioners (STEP)

Self-Managed Super Fund Specialist™ (Committee member of ACT branch)

Accredited Aged Care Professional™

Craig's Memberships include:

Financial Advice Association Australia (FAAA ) ( ACT committee member)

Responsible Investment Association Australasia (RIAA)

Awards:

Winner Aged Care Specialist 2023.

Finalist Aged Care Specialist, Aged Care Advice program of the Year 2022 & 2023

Finalist Aged Care Adviser of the Year 2022

Finalist Financial Planning Association (FPA) Awards 2021, 2020

Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Cashflow & Income
Complex Investments
Socially Responsible
Tax Strategies
Wills & Estates

We offer an initial meeting to determine what is important to you, why and then how we can help. We have a project approach to getting you started and a part of this is the preparation of the advice/plan and this is typically $4,400 to $5,500 and very comprehensive.

4.50 September 2024

My wife and I have been clients of Craig for just under a year. To date we have been extremely satisfied with the service he and his staff have provided. All our interactions have

been friendly and courteous and any questions we've had have been handled patiently and efficiently.

5.00 September 2024

Craig is an Excellent Listener, and thereby quickly understands and appreciates the the problems that that you have.

Then after a question and answer session or two, will illustrates a variety of solution options to discuss.

Thus leaving you with a clear head and that knowledge that you are still in control of your situation and have a clear path to overcoming your previous dilemma.

Anthony Bailey

5.00 September 2024

When we had our first meeting with Craig, the prospect of working with a new financial advisor was quite daunting. It was going to be a big change after experiencing such a long, personal, and very successful relationship with our previous advisor. However, we found Craig to be extremely friendly and welcoming, which put us at ease. We discussed aspects of our lives and lifestyle, future requirements as we see them and felt very comfortable sharing those thoughts with Craig.

During following meetings we built on our relationship with Craig and were happy to discuss our current financial standing, as well as changes he believed would be of benefit to us.

With Craig’s obvious experience and detailed knowledge, we have confidence that he is always working in our best interests and his warm, friendly manner ensures our meetings feel very personal, and are congenial and productive.

5.00 September 2024

Retirement planning can be a complex matter, but Craig Phillips really simplified the process for me. He came up with a new product solution that satisfied of all my needs; it was flexible and had the capacity to deal with funds in real time online. Craig is very friendly, professional, and knowledgeable. I would highly recommend Phillips Wealth Partners.

4.25 September 2024