Phillips Family Office was founded in 1979 by Michael Phillips and is a privately owned leading financial advisory and investment management firm, providing customised financial, investment and long term wealth strategies to help you manage your financial affairs and investments. We hold our own Australian Financial Services License. This means we are not affiliated with any financial product institutions, so our loyalty is to you, our client, and our services are based solely on your unique financial needs and plans. Our clients range from corporate and business clients to busy young professionals in the midst of their careers, executives, entrepreneurs, self-funded retirees and multi-generational families looking to transfer their wealth smoothly to their future generations.