Phil Smith

Background

About Phil Smith

BCom, FCA, F.Fin, CFP®, SSA™ Investment markets can be complex, but Phil is always looking to provide investment advice that is clear, concise and actionable. As a Chartered Accountant with merchant banking and treasury experience domestically, as well as the UK and Asia, Phil’s experience and skill set is unique. With over 30 years’ experience working with high net worth individuals, Phil's passion is seeing his clients live the lives they aspire to. An expert in investment strategies, has seen him work with a breadth of clients at all stages of their lives and careers. This has given Phil a vast experience in guiding a diverse client base to create and secure a prosperous financial future. His approach of listening to clients and their individual motivations and aspirations allows him to really uncover what matters most to them and is highly valued by his clients. Phil has a strong belief that independent research produces the best investment outcome for clients, which ensures that all of his recommendations are free from any institutional influences or biases. Phil's areas of expertise include: • Portfolio management and investment • Share market advice and placement • Self Managed Superannuation • Financial planning • Retirement strategies • Estate planning