Michael is the CEO and founder of Phillips Family Office. He is an exceptional financial strategist, combining genuine enthusiasm and integrity in his client relationships with a vast experience of over 35 years in the financial services industry. His main aim is to assist clients in structuring their financial affairs and investments and achieving long term wealth.
Michael takes great pride and delight in being the ‘financial right-hand man’ for his clients. He specialises in providing personalised ‘financial concierge’ services and strategic investment advice. Michael developed the innovative Phillips Financial Family Office approach to help clients transfer their wealth smoothly to their family and future generations.
Working with Michael is easy, after you complete the confidential ‘Understanding You’ client profile, Michael will collate and verify your information. Then he will work with you to prepare a tailored Statement of Advice, based on your financial circumstances, investment needs and life time goals, setting out our financial advice and recommendations given to you.