 Personal Financial Planning - Investments
At Phillips we see our role as being a partner who can safeguard and grow your wealth by walking with you along an investment plan that rises above the ebb and flow of popular finance culture.
The astonishing volume of advice that is printed and broadcast on investment can prove daunting to all levels of investors. Not only is the sheer amount of information a problem but some of the advice can be conflicting and is influenced by various degrees of self interest which will not always be apparent to you. Phillips can help you step out of this melee and lay down an investment plan that you will understand and that starts and ends with your requirements.
For a start we are totally independent. Because Phillips holds its own Financial Services Licence we are not compelled to recommend any particular managed fund or direct investment.
In fact our advice covers the full spectrum of investment options:
- Equities and equities funds
- Cash, bonds and term deposits
- Property - Residential, commercial and property development
- Other assets - art, antiques, collectables etc
Our recommendations are always thoroughly vetted and we have extensive research capabilities through our association with major research houses such as Lonsec, Mercer, Van Eyk and AXA.
We also have associations with several stock broking firms that enable us, where appropriate, to help create portfolios for our clients using direct share investments.
One of the great advantages Phillips has for you is that we deal across all areas of investment. While we have access to the best specialist advice when required we never lose sight of the bigger picture. As a result you to benefit from a coordinated plan that works as a whole taking into account such factors as tax liabilities and estate planning with one point of contact to monitor its progress.
Click here to access one of our specialist staff.
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