Welcome to Phillips Wealth Partners, specialists in aged care financial advice, retirement living, and retirement planning. Our dedicated team of aged care specialists and retirement planning consultants is committed to simplifying the financial decisions associated with moving into an aged care home, retirement village, or downsizing to a granny flat. We understand the importance of planning for the next stage in life, whether it involves transitioning to aged care, a retirement home, or downsizing. Our experienced consultants are here to guide you through the process, providing personalized solutions tailored to your unique circumstances.
If you are considering the best approach to pay for aged care or need insights into retirement village fee options, we invite you to call us today or book a 15-minute introductory call with one of our aged care and retirement planning consultants. At Phillips Wealth Partners, we believe in building a trusted network. That’s why we collaborate closely with professionals from the Accounting/Tax, Legal, Finance, Health, Real Estate, and other industries. Our network ensures that your needs are met by firms and individuals who prioritize your best interests.
As a privately owned and operated firm, we maintain a transparent fee-for-service model. We offer a comprehensive range of solutions without the interference of external ownership from any third party, bank, insurance company, or wealth manager. This commitment ensures that our advice is always in your best interest, providing you with peace of mind. Contact us today to schedule a consultation with one of our financial planners, aged care and retirement planning consultants to create a solid financial plan that aligns with your goals and ensures a comfortable retirement and well-funded aged care.