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Our strategists can guide and advise you on tax-effective structures for your
investments through family trust's and self-managed superannuation fund's (SMSF).
For basic information on SMSF's, watch the ATO's handy videos by clicking here.

We offer adaptable & scalable solutions encompassing
financial & lifestyle objectives create pathways to success


specialises in protecting family wealth,
ensuring tax-effective intergenerational
wealth is passed on to future generations


We offer strategic investment & financial planning advice for your family's future

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Phillips Financial

Phillips Family Office

Welcome to Phillips Family Office. We offer a fresh approach to wealth management, with a personalised transparent service, carefully designed around your best interests. We have over 35 years experience in the financial planning industry. When you visit us you will be offered a complete system of care of strategic planning providing capital growth, estate planning, design of tailored tax effective structure allowing for intergenerational wealth transfer.

At the Phillips Family Office, we want you to feel confident about working with us. That’s why we offer flexibility in all our services, so you can choose the ones you need from us and when you want them.

Our services are, ultimately, about giving you financial peace of mind. Peace of mind that your investments are in line with your long term wealth objectives and peace of mind that you have a financial expert actively looking after your long term personal, family and generational financial interests. That’s the real value we provide for our clients, empowering you with confidence and command over your financial future.

At the Phillips Family Office, you will find a team of expert financial strategists with a genuine interest in your long term financial and family wellbeing. We will be your very own ‘financial concierge’ advisory.