I am such a big fan of Phillips Wealth Partners as a 3yrs+ client. I am only giving them five stars because that’s the highest I can go. If I could give them 15 stars, I would.

I contacted Craig (owner and principal) in 2018 when I had money to invest and have managed. Craig came highly recommended by a trusted business associate in Canberra: Andre Ferreira who has worked for many years in insurance and was at the time associated with PWP. (Andre has since remained in the industry but gone on to another company.)

Craig could not do enough for me. He met with me for an initial consultation and listened attentively to my situation and needs. And then we went off and designed a portfolio that was attuned to my needs.

I had some initial concerns, solely based on my almost complete lack of understanding of how the share market worked, and how a then volatile world financial situation would initially affect my holdings. My bottom line took a bit of a dip. There were so many reasons: mostly to do with a certain tangerine-coloured, barely literate then-president of a very large north-American country.

I’m not kidding. I would wake up in the morning, check the news, hear something stupid he’d said, then check my balance on line, and find my holdings had dipped by $5-$10K.

In time, it stablised. But while I had the wobbles, I contacted Craig several times and he walked me through the reasons why I should not worry – on the phone and in writing, backed up with stats and other evidence.

He was right. Not only did things recover, my bottom line started to increase. Slowly, steadily, and surely, based on a mix of very risk averse, mostly risk averse, and just a sliver of more speculative stocks.

Over time, I have sold off chunks of shares to get capital and spending money – mostly spending money! – to fund a lot of travel and costs related to my businesses. The process has been seamless and easy. Despite my having withdrawn close to 10% of my initial outlay, as of this minute: I’m still $7K in the black.

I credit Craig and his team at PWP with that result. In this 2021-22 financial year, I plan to contract PWP to take a more active part in my business operations, and any fees will be money well-spent.

Some dot points on the value I get from PWP:

– Accessibility: always available either immediately by phone or email, or timely responses;

– Personable: Craig is amazingly engaging and interesting – ask him about his interests in charity work, cycling, and providing pro-bono work to support the financial wellbeing of the elderly;

– Extensive: I don’t drown in paperwork, but PWP back up all their decisions, changes, fees, outcomes, and reviews with really useful charts, spreadsheets, explanatory notes, and covering letter info. Craig will take time to walk me through all of the above at regularly reviews and as requested.

– Ad hoc. I try not to pepper PWP with additional requests, but at times when needed, I’ve spoken with Craig to get clarification on ad hoc matters. Again, getting back to accessibility, I’ve always received timely replies. If anything, he’s accessibile to a fault. “Let it go to voicemail if you’re busy!” I try to coach him. 🙂

– Credible and dependable. You know what? By now I reckon I’ve stated the case where you can work out from the above why I’d say PWP tick all the boxes here.

Again, I highly recommend PWP and Craig specifically as a personal financial adviser. If you’d like a personal chat with me to ask specific questions about any of the above or your own questions, either ask Craig for my contact details or ask me directly via www dot Overheard Productions dot com – Contact page.

Bill ‘Quinny’ Quinn
Bill The Gypsy
Mparntwe NT – this month
Tuesday 12 October 2021, 17:17h ACST