Our goal is to help clients grow and maintain their wealth from generation to generation.
There are many influences that can erode family wealth from governmental forces, through to complex extended families and changing financial circumstances. Michael Phillips, our principle, is very familiar in helping families with more than 30 years experience as a financial and estate planner. As a second generation principal himself, Michael Phillips has assisted clients of several generations as their family affairs remain under his stewardship.
Clients Best Interest
We always act in our clients best interest taking time to explain the issues and ensure you retain control as long as possible. One of the keys is to ensure that all legal or guardian matters have been considered. We ensure that all the relevant matters have been covered and work with your solicitor or through our associates Andrew Andreyev Lawyers.