Phil Thompson

"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!"

"Phil is engaging and knowledgeable. We have utilised Phil's financial check-up service several times and found this to be a very useful means of validating and discussing our current financial circumstances, without the need for an ongoing service. Phil is well researched prior to the meeting and prioritizes the clients interests. I have no hesitation in recommending Phil to anyone looking for financial advice."

"Great service for the first Financial check-up. Provided us with very useful perspective for us to think about.

Thank you."

"Phil made my financial situation extremely easy to understand. It was incredibly reassuring to know that I was on track to meet my goal of retirement in 8 years."

"Phil explained everything clearly and also answered my questions about retirement.

He explained the choices I could make and how to plan for my retirement . I felt reassured after my appointment with him."

"Phil was great to talk to and helped me put everything into perspective. Very easy going and very clear with the way forward. I recommend him to anyone seeking financial advice."

"We are downsizers and Phil was very helpful with his advice regarding assets after the sale of our house. His down to earth advice was pitched at our level and he was very happy to answer all our questions."

"Have used Phil for retirement advice o several occasions.

He is very thorough, takes time to explain and is very patient answering all our questions and provides information in an easy to understand language.

Can thoroughly recommend!"

"We wanted a single visit to check that our retirement strategy was on track. Phil is one of the very few planners that you can visit on a one off. This is our second visit - the previous one some years ago - and our implementation of his advice has resulted in a position that is much better than expected."