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Wealth Management

Regardless of your definition of wealth, most people have something that is worthy of careful management and monitoring.  Our Wealth Management tools are designed to track and control your savings and investments, assisting you to protect and improve your financial situation over time.  When used in conjunction with our planning and advice services, Phillipsons offer a complete solution to investors equal to or if not better than any advice business in Australia.

         


Calculators

Millionaire Calculator
Savings Calculator
Achieve My Savings Target
Budget Calculator
Basic Loan Repayments

DISCLAIMER / WARNING – GENERAL ADVICE ONLY

The information provided on this website is General Information only, so does NOT take into account your objectives, financial situation and needs. Before acting on any information contained in this website you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs.