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 and are ready to listen.
We understand that this isn’t just about the here and now. This is a dynamic process so we stick with you over the years to come to make sure that you stay on track. We meet with you regularly and remain accessible to you so that we are here to answer your questions and queries. We make sure you are not bogged down by money worries and give you the confidence to stay on top of your financial planning.
Our team will only recommend financial services, strategies and products to you after considering their suitability for your financial situation and your individual investment and lifestyle needs and objectives.
We will offer you:
- a complete system of care of strategic planning providing capital growth, estate planning, design of tailored tax effective structure allowing for intergenerational wealth transfer
- a full range of personalised, flexible and cost-effective wealth creation packages, advisory and investment management services to suit your financial arrangements and requirements
- a portfolio constructed according to your specific needs, taking into account your investment objectives, time horizon for the assets, cash flow needs and other factors specific to you
- proactive service from your own Investment consultants, who will keep you up-to-date on your portfolio
- the opportunity to meet the actual people making investment decision, either through regular review emails and conference calls
- management of your portfolio by a team with over 40 years of combined industry experience
- transparent fees that align our interest with yours. We offer a retainer fee for service, hourly rate and project rates
- most importantly a Duty of care