The Phillips Family Office personalised ‘financial concierge’ services are unique to the industry. Our team of financial strategists are on-hand to provide you with mentoring, coaching and advice throughout your life journey to help you manage your financial affairs, teach you how to be a good investor, guide your investment decisions and look after your investments for you in line with your long term wealth goals. Some of these services include:
- Personal budgeting & financial care
- Financial mentoring & coaching
- Sounding-board for your financial & investment ideas
- Representing your financial interests
Managing your wealth successfully over the long term involves accumulating and maintaining your assets and investments in line with your financial plans and changing life situation. This requires regular reviewing and adjusting of your portfolio and financial affairs to take account of changes in the investment market and your financial situation, and a heap of personal discipline to adhere to your investment plans. This is our where our ‘financial concierge’ services come into play.
At the Phillips Family Office, you choose how often you want us to review your financial affairs and investment portfolio with you – quarterly, half-yearly or annually, the sorts of reports you want and how much of our ‘financial concierge’ and other services you need to help you manage your long term wealth.
Enjoy the confidence of knowing that your financial affairs are in order and your investments are managed pro-actively throughout the year by a team of expert financial strategists with a genuine interest in your long term personal, family and generational wellbeing.