Phil has been successfully investing for his clients for 15 years.
Five years ago the regulatory environment for superannuation and investment changed and Phil was re-energized by the opportunities this presented for his clients. The potential for investment without cost or risk suddenly seemed possible. There were still hurdles in regulation, due diligence and trust, and Philco’s new investment strategy is now all the stronger for having run this gauntlet.
We care about our clients
One of the reasons people respond so well to Phil is it’s obvious from the first moment that Phil listens to them, responds to them and cares for them and their dreams. This plays out in the incredible vigour in which Philco pursues investment properties and the rigour in which the due diligence on those investments is carried out. It’s more than just dotting i’s and crossing t’s.
To be passionate is the key
At an age when some would consider retirement Phil is vibrant with energy for his work. He’s master of the Philco Way so he certainly has the portfolio to allow an easy retirement. But he’s energized for investment in way you’d rarely see in a young person just scoring their dream job. Phil is engaged on this path not because he has to but because he wants to, because he cares about his clients and sees an opportunity to bring them wealth and secure their retirement.
