Phil Thompson

"Phil was great! He provided sound advice and ensured I understood it all along the way. The next time I require financial advice I will be re-booking with Phil."

"Our first meeting with Phil today was fantastic. We came away feeling comfortable with Phil's projections and buoyed to get our finances in order as we move toward retirement."

"Phil is the consummate professional, I came away with clear perspective on what pre-retirement looks like in terms of budget."

"Phil was able to provide me with the info that I needed to be able to make an informed decision around retirement and investments. I would highly recommend Phil."

"I would highly recommend Phil! Friendly and a wealth of knowledge - completely put my mind at ease regarding my financial circumstances. Thanks again, Phil. Will definitely seek your advice again when needed!"

"We did a second financial check-up with Phil - he was well prepared, insightful and communicated clearly. Very knowledgeable, would highly recommend."

"Phil is a "down the line" adviser. He prepares for our appointment, reviews our material, ensures we are aligned on the expectations and outcomes then creates a couple of scenarios to work through. His options are considered, practical and tailored. No talk of product or pushing industry leaders at us. He made our options clear, without jargon and treated our situation with respect. I highly recommend Phil and will be doing follow ups as our situation changes."

"Phil was recommended to me by another professional. I saw him for a financial check-up. He assessed my needs based on the information I provided ahead of our meeting. He was well prepared. Phil provided targeted advice, strategies and suggestions. A very worthwhile investment - highly recommended."

"Went for our first financial check up, Phil was very organised and helpful and gave us a lot to think about which was great. Will definitely use again."

"Phil prepared well for our meeting, and articulated my retirement options for my superannuation very simply and clearly. He tailored his advice for my specific situation. Great job!"