Phillips Wealth Partners

Phillips Wealth Partners is based in Canberra City and led by Craig Phillips. It assists clients with investments, superannuation, retirement and the financial questions associated with aged care. Decisions about accommodation, ongoing care costs, property and family involvement often need to be considered together. The practice aims to explain these choices in a practical sequence, allowing clients and relatives to understand the consequences before making important commitments.

Aged-care funding is a distinctive part of the practice. Decisions about accommodation, the family home, ongoing care costs and the involvement of relatives can arise together. Craig helps clients consider how these questions connect with existing savings and retirement income.

The firm also works on investments, superannuation and portfolio planning. Clients still preparing for retirement have different priorities from those already relying on accumulated assets, so advice considers the timing and purpose of financial resources.

Family members may participate in discussions about later-life arrangements, while the client's preferences remain central. Where a question calls for legal, tax or aged-care expertise, the relevant specialist can be involved. Meetings at the Bunda Street office allow clients to work through these choices in a structured way.