Direct Shares + Portfolio Management

Share advice. Why Invest? 

Share Advice: Why Invest?

Investing in the share market offers numerous financial rewards and benefits. At Phillips Wealth Partners, we understand the importance of aligning your risk profile, investment strategy, and goals with our knowledge and expertise to help ensure your success.

Building a Nest Egg

Investing in shares allows you to build a substantial nest egg over time. By strategically selecting quality stocks and managing your portfolio effectively, you can grow your wealth and work towards achieving your long-term financial goals.

Providing Independence and Flexibility

Investing in shares provides you with financial independence and flexibility. As a shareholder, you have the freedom to make decisions based on your investment preferences, adapt your portfolio to changing market conditions, and potentially generate income through capital growth and dividends.

Creating a Legacy

Shares offer the opportunity to create a lasting legacy. By investing in companies that align with your values and long-term vision, you can leave behind a financial legacy for future generations and support causes that are important to you.

Providing Comfort and Understanding Through Life Changes

Investing in shares can provide comfort and understanding during life's changing circumstances. Your share portfolio can serve as a stable financial anchor, helping you weather economic fluctuations, provide stability during career transitions, and navigate personal life changes with confidence.

Providing Income to Support Lifestyle

A well-managed share portfolio can generate income to support your desired lifestyle. Dividends from profitable companies can provide a regular income stream that complements your other income sources and supports your financial goals.

Looking After Loved Ones

Shares can also be a means of looking after your loved ones. By strategically investing and managing your portfolio, you can build wealth that can be passed on to your family, providing them with financial security and opportunities for the future.

Whether you already have an existing portfolio, wish to start one, or have inherited shares through an estate, we can help ensure that your direct shareholdings are robust and aligned with your desired outcomes. Our expertise and knowledge will support you in growing your wealth and securing a prosperous future.

Review of underperforming stocks: Portfolio advice

We have access to a wide range of high-quality independent research.  You can work with our share advisor to help determine if your Australian share portfolio needs an overhaul or a tweak and still suitable for your goals.  

Lets the markets work for you

The market is an effective information-processing machine. Millions of participants buy and sell securities in the world markets every day, and the real-time information they bring helps set prices. Read more here

Shares investment and Portfolio planning

Ongoing Advice Service: Making Your Goals a Reality

At Phillips Wealth Partners, our ongoing advice service is a crucial component in ensuring that your goals, whatever they may be, are effectively achieved.

While establishing an initial plan is undoubtedly important, the significance of regular meetings and communication cannot be understated. We take a proactive approach, emphasizing full transparency regarding the services covered by our fees. This ensures that you are always aware of our role and the value we bring to your financial journey.

Our fees are renewable annually and are opt-in. We firmly believe that if we are unable to add further value to your financial world, then you should not be paying us. This approach aligns our interests with yours, fostering a long-lasting and mutually beneficial relationship.

Depending on the level of complexity and desired outcomes, we tailor our services and fees to meet your specific needs. All fees and services are agreed upon before the service commences, ensuring clarity and transparency from the outset.

Our ongoing service encompasses:

1. Regular Meetings and Communication: We schedule regular meetings and phone calls to provide ongoing guidance and support. This allows us to stay up to date with your evolving financial situation and make necessary adjustments to your plan.

2. Peace of Mind and Support: With our ongoing service, you can rest assured that you are not alone in navigating your financial journey. We are here to provide peace of mind, answer your questions, and address any concerns you may have along the way.

3. Accessible Advisor: You have access to your advisor during business hours through phone, email, and Zoom, ensuring prompt and reliable communication for any financial matters.

4. Comprehensive Portfolio Reviews: We conduct a minimum of one comprehensive review of your portfolio and investments annually. This review ensures that your investments remain aligned with your goals and that adjustments are made when necessary.

5. Plan Review and Goal Setting: We revisit your original plan regularly and assist in setting new goals if needed. This helps to ensure that your financial strategy remains relevant and aligned with your changing circumstances.

6. Secure Digital Access: Through our website, you have a secure login to your unique digital filing cabinet. This platform provides live data feeds, allowing you to monitor your financial world 24/7.

7. Regular Newsletter and Articles: You will receive a regular newsletter and informative articles to keep you informed about relevant financial topics and market updates.

8. Professional Network Access: We have a wide network of trusted local professionals in various fields, including Legal, General Insurance, Accounting, Real Estate, Finance, Health, and more. We can provide referrals to these professionals if needed, ensuring you have access to comprehensive expertise beyond financial planning.

Contact us to discuss how our ongoing advice service can support your financial goals and provide the peace of mind you deserve.