Getting Started

If you are a professional that wants to get more out of life, learn how to achieve goals effectively  and become a powerful influencer in your sphere, you will love connecting with and becoming a part of the Philos community.

 

We are a group of dependable, like-minded people that are driven to create a legacy and challenge the status quo through innovation.

 

We’re passionate about giving every Australian access to quality advice, that allows you to discover your purpose and achieve your life goals.

Discovery Session

This session is all about focusing on you.

We will delve deeply into who you are as a person, what’s important to you and if you are a good fit for us – whether our values align. If you aren’t serious about making changes and getting the most out of life, we might not be the best fit for you.

If you are, then we will help you identify how to set goals and prioritise, we will help solve your problems and pinpoint what’s holding you back from achieving your goals. 

Possibility Session

This session is all about the opportunities that we can offer to help you achieve your goals and objectives. We will sit down and identify which services would be of greatest benefit to you.

Your financial plan will be unique and customised to your circumstances, needs, goals and objectives. From here, we will formulate a Statement of Advice which outlines our exact recommendations to you, risks and costs associated. These initial advice fees can vary in cost, dependent upon the complexity of the advice provided for your unique situation.

We will establish and agree on your plan before proceeding and implementing.

Action Plan & Implementation

We understand that changing your financial trajectory doesn’t happen overnight. We’re committed to working together with you to achieve financial success over the long term. Your unique strategy will be implemented through a series of processes over the next 3 – 6 months.

You will be invited to become a part of the Philos Community, where you will be given lots of resources to help sharpen up your financial knowledge, change the way you view money and improve yourself as we  help you move towards your ideal lifestyle.

We look forward to meeting with you and seeing your goals become a reality.