Phillips Financial Planning Limited

General information

"Most people plan their holidays with more care than they plan their lives" - Jim Rohn

I specialise in helping successful Business Owners and Dental Professionals carefully plan for their Freedom and Independence from their business .

After working for a number of well-known and respected financial advisory firms, I became increasingly dissatisfied with my role as Financial Adviser. I came to realise that MONEY was not what was really important to my clients! It became clear that what clients really valued was what they could DO with their LIFE, with money to support them.

Today, I help my clients uncover what they truly want from life and show them how to get it. I provide them with clarity about their current situation and carefully outline the specific actions they need to take to move them towards their goals. As long-term clients, they know I’ll be on hand to help them deal with unforeseen events, revise and update their plan as necessary and keep them ‘on-track’ through the difficult times.

My clients tell me this approach is much more relevant and beneficial. They appreciate that I take the time to listen and understand them. They say they have fewer worries, a new sense of direction and look to the future with renewed optimism. And from my perspective, there’s much more satisfaction, when I can see the positive impact it has on their lives.