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.
Build your trusted network
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.
ADVISER PROFILES
CRAIG PHILLIPS
Craig Phillips, Snr Financial Planner
Introducing Craig Phillips, Senior Financial Planner, dedicated to making a meaningful impact for those who value expert advice. With a focus on understanding your unique priorities, Craig utilizes his extensive expertise and network to develop a robust and actionable plan tailored to your needs. He is committed to providing ongoing service and support to ensure you stay on track and achieve your financial goals.
Craig’s experience has awarded him recognition in the Aged Care Specialist Adviser of the Year 2022, Aged Care Specialist Program of the Year 2022, Financial Planning Association (FPA) of Australia Planner of the Year finalist two years running and a finalist in the Association of Financial Advisers (AFA), Great Advice Awards 2021. Craig is an aged care specialist, bringing experience over a broad range of services including a truly holistic and personalised approach to putting clients in a better position.
When it comes to navigating the complexities of aged care, Craig excels at translating the intricacies into a clear and actionable plan aligned with your specific requirements.
His expertise extends across various financial aspects, including investment portfolios, retirement planning, tax planning, pensions, social security, managed funds, direct equities, estate planning, and a genuine passion for ethical investing.
Craig’s qualifications include
Certified Financial Planner studies, Fellow Chartered Financial Practitioner, Bachelor of Economics, Advanced Diploma of Financial Planning, Diploma of Company Directors and FASEA Approved.
Craig’s accreditations include
- Tax (Financial) Adviser
- Society of Trust and Estate Practitioners (STEP)
- Self-Managed Super Fund Specialist™ (Committee member of ACT branch)
- Accredited Aged Care Professional™
Craig's Memberships include
- Financial Advice Association Australia (FAAA ) ( ACT committee member)
- Responsible Investment Association Australasia (RIAA)
Awards
- Winner Aged Care Adviser of the Year 2023
- Finalist Aged Care Specialist, Aged Care Advice program of the Year 2023 & 2022
- Finalist Aged Care Adviser of the Year 2022
- Finalist Financial Planning Association (FPA) Awards 2021, 2020
LUISA CAPEZIO
Luisa Capezio, Aged Care Specialist
"Striving for positive change, challenging the status quo and delivering the best result for the people that I represent are three areas from which I draw my motivation" - Luisa Capezio
Aged Care Navigation
Luisa Capezio is a dedicated aged care adviser who strives for positive change, challenges the status quo, and is committed to delivering the best results for the individuals she represents. Her motivation stems from these core values, which drive her to make a meaningful difference in the lives of her clients.
With a diverse background in the healthcare sector across various therapeutic areas, Luisa brings a wealth of knowledge and expertise to her role. She leverages her extensive understanding of the aged care landscape to develop clear and concise plans that are tailored to your unique circumstances and needs.
Drawing from her wealth of experience, Luisa is well-equipped to assist individuals and families in finding the best possible solutions for their loved ones. Whether it involves supporting them to remain at home, exploring retirement village options, downsizing, or arranging residential aged care, she guides her clients through the process with care and expertise.
Luisa's qualifications and affiliations
- BSc and GradDip Biol, Australian National University
- Masters Public Health, Monash University
- Marketing, UTS
- Graduate of The Australian Insitute of Company Directors GAICD
- Accredited Aged Care professional™
Luisa's memberships
Connect with Luisa on LinkedIn and follow her on Facebook to stay updated on the latest insights and developments in aged care.
Follow Luisa on LinkedIn
Take the first step towards a well-informed aged care journey by reaching out to Craig and Luisa. With their guidance and expertise, you can navigate the complexities of aged care with confidence and peace of mind.
ANA PATRIOTA
Client Services Manager
Ana's focus and specialty lie in streamlining our business processes to enable the Phillips Wealth Partners team to deliver the best service and achieve the highest quality outcomes for all of our clients.
Ana serves as the face of our organization, providing assistance to our clientele and offering a friendly voice on the other end of the phone. She oversees compliance checks and ensures that the aged care specialists and financial planning team have the support needed to deliver excellence.
With a background in communication and marketing, Ana brings a wealth of experience to her role. She is passionate about connecting with people and guiding clients through our processes.
About Ana
Ana has over 16 years of experience in client management and marketing across diverse sectors, including financial, technology, pharmaceutical, and hospitality. She is passionate about helping people, understanding their needs, and fostering long-term relationships with authenticity, empathy, and kindness.
Ana's Qualifications
- Advanced Diploma of Leadership and Management, MnM Institute
- Diploma of Business, The Left Bank
- Graduate Diploma of Marketing, Casper Libero Faculty
- Bachelor of Social Communication, Anhembi Morumbi University
- Accredited Marketing Specialist (ANZSCO 225113) by VETASSESS
