We are delighted to share with you some comments our clients have made about our services and our team at Phillips Financial.
“Michael Phillips, along with Janet, have provided us with strategic financial advice and services throughout our 20 years as a business and generational family client at Phillips Family Office. They have created an investment portfolio for our family, manage all our investments and administer our self managed super fund. They are always up to date with the latest government legislation and invite us to numerous investment seminars to keep up with the latest trends. We highly recommend them to any astute investor”.
Vince & Maria Mico, Alert Locksmiths
“Phillips Family Office has been extremely helpful in assisting me to manage my assets into retirement. Michael Phillips is very vigilant and willing to share his years of experience. He has a progressive, yet slightly conservative bent which suits my personal investment style. The help I receive from the entire office staff makes investing in self-managed superfunds and the stock market as painless as possible. All in all, I’m very happy to be their client”.
Larry Woldenberg, Freelance Writer
“We are a multi-generational client of Phillips Family Office. Michael Phillips and his team have been our financial advisers for more than 30 years. They have continually tailored their services to meet our long-term financial needs as our requirements change over time. We really appreciate the honest advice they have always given to us”.
Bob Sitsky, retired Executive ABC Radio & Lynn Sitsky, retired Research Librarian, NSW University
“Janet Yeung is fantastic!! Her financial guidance and wealth of knowledge have been invaluable for us. With Janet’s help, our family wealth is now properly planned and structured, and we are achieving our financial goals for our business. We are extremely happy with the way our assets and investments are managed at Phillips Family Office. Janet understands and addresses both our current financial affairs and our long term financial and lifetime needs. Janet is professional, very approachable and always ‘on the ball’. We can’t praise her highly enough!”
Stuart May and Vanessa Ireton, Acro Plumbing
“My wife and I have been clients of Phillips Family Office for over 30 years. We greatly appreciate the strategic advice and personalised service we receive from Michael Phillips. Michael is ‘switched-on’ and highly knowledgeable, and we consider him a trusted friend”.
CEO, Australian Construction Company based in Sydney
“My wife and I are delighted with the financial advice we receive from Phillips Family Office on how best to manage our income and investments to improve our financial position over the medium to long term and give us security in retirement. Over the years, Phillips Family Office have set up structures to manage our household income and maintain our family wealth. They also manage a set of diversified investments for us. All these services have been tailored carefully to our philosophies and needs, and are packaged with the charm, personal interest and ongoing involvement of Michael and his staff. I have absolutely no hesitation in recommending Phillips Family Office”.
Specialist Paediatrician and Public Health Physician, Sydney
