PHB Financial Planning is a reputable financial advisory firm based in Australia, dedicated to helping clients achieve a lifestyle of choice by providing expert guidance on investing, life protection, and retirement savings. Since its establishment in 2012, the firm has been committed to building strong relationships with clients, fostering open communication, and promoting transparency in all interactions. Led by experienced Financial Adviser and Authorised Representative Pieter Botha, the team at PHB Financial Planning takes pride in understanding each client’s unique needs and aspirations to help them feel more confident about their financial future.
At PHB Financial Planning, the core philosophy revolves around the belief that financial wellbeing is essential for a fulfilling life. The firm emphasizes the importance of personalized service, ongoing support, and regular reviews to ensure clients are on track to meet their financial goals. By investing time in getting to know each client on a deeper level, the team at PHB Financial Planning aims to provide tailored advice that aligns with individual objectives and circumstances. With a focus on building trust and instilling confidence, the firm strives to empower clients to make informed decisions about their finances.
With a background in personal injury law and a track record of securing significant compensation for clients, Pieter Botha brings a unique perspective to financial planning at PHB Financial Planning. The firm’s affiliation with Lionsgate Financial Group Pty Ltd further enhances its credibility and expertise in the industry. By offering comprehensive financial advice and a commitment to client-centric service, PHB Financial Planning stands out as a trusted partner for individuals seeking to secure their financial future and live life on their own terms.