Financial Planning - Fee only financial advice
Fee-only financial advice ensures that you are paying for the expertise and guidance of a financial advisor, rather than being charged for products that come with ongoing percentage-based fees throughout the lifetime of an investment.
At Phillips Wealth Partners, we follow a 'fee-only' financial advice model, which allows us to take a holistic approach to financial planning. This means we can provide you with objective and conflict-free advice, along with a dedicated ongoing service that is tailored to your specific financial planning needs. With our fee-only structure, you can trust that our focus is solely on helping you achieve your financial goals.
Becoming a Client
Our goal is to provide you with an efficient, professional, and enjoyable experience when receiving financial advice. We aim to deliver a comprehensive roadmap that fully meets your needs, allowing you to focus on what matters most to you.
Our solutions and strategies are designed to be thorough and all-encompassing. We are dedicated to working hard to ensure your complete satisfaction, to the extent that you feel comfortable becoming an advocate for our business.
To guide you through our advice process, we have developed several steps that are tailored to your specific needs and timeframes. Let's explore these steps and how they can add value to your financial journey, both initially and on an ongoing basis.
