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 explore deeply who you are, what’s important to you, if you are a good fit for us and 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, how to prioritise them and how we could solve problems with you and pinpoint what’s holding you back from achieving your goals. If you are wanting to proceed to the second session, depending on the advice you are seeking, we may charge a preliminary fee of $550 to cover the time we then spend gathering additional information around your current financial details.

Possibility Session

This session is all about the opportunities that we can offer to help you achieve your goals and objectives. We will clarify the scope of our advice to you and and identify which services would be of greatest benefit to you. In this session, we give you an indication of all costs associated with our advice and give you information to help you make an educated decision. Your financial plan is unique and is customised to your circumstances, needs, goals and objectives. From here, we may formulate a Statement of Advice which outlines our exact recommendations to you, risks and costs associated. These initial advice fees can vary in cost and start from $550 dependent upon the complexity of the advice provided. We will establish and agree on these costs in this Possibility Session before proceeding.

Action Plan & Implementation

Your financial plan will typically be implemented over the next 3 – 6 months. You will become a part of the Philos Community, you will sharpen up your financial knowledge, and you will change the way you view money as we work with you to create an action plan to help you move towards your ideal lifestyle.