Phoenix Private Wealth Management is a boutique financial planning firm based in Sydney, Australia, offering personalized services to individuals and small business owners. Founded in July 2013 by Director and Principal Adviser Andrew Chan, the firm prides itself on creating individualized financial plans tailored to each client’s unique needs and goals. With a background in auditing financial advisors and risk management in investment banking, Andrew brings a wealth of experience to the table, specialising in direct equity investment and self-managed super funds.
At Phoenix Private Wealth Management, the philosophy revolves around building long-term relationships with clients, going beyond just financial products to provide comprehensive and strategic advice. Andrew Chan’s commitment to understanding his clients on a personal level has earned praise from those he has worked with, who appreciate his dedication to helping them achieve financial success and security. The firm’s focus on holistic planning aims to empower clients to make informed decisions and reach their desired outcomes, whether it’s growing a property portfolio, expanding a business, or securing passive income for the future.
Andrew Chan’s dedication to giving back to the community is evident through his support of various charities focused on improving literacy and numeracy for future generations. As a Justice of the Peace in NSW, he upholds the values of integrity and service in both his professional and personal endeavors. Phoenix Private Wealth Management invites individuals seeking tailored financial advice to schedule a free initial appointment and discover how strategic planning and personalized guidance can help them overcome obstacles, drive wealth creation, and plan for long-term success.