|Name||Malcolm Phillips, CFP®|
|Company||Dragonfly Financial Services|
3 SYDNEY AVENUE
Barton, ACT 2600
Malcolm believes that it is his responsibility to maximise the probability of his clients achieving their financial and life goals. Quite simply, putting the clients needs first.
This is achieved by ensuring that a process of life planning is followed. Life planning involves determining what is truly important to the client by understanding the values and goals they have towards life and money.
By understanding this, Malcolm can develop a financial plan with his clients to attain what is important to them. Specifically, he makes sure that their current and future financial resources are being used as effectively as they can. This ensures the focus is kept on making the money work for the client, rather than the client being a slave to the money.
Malcolm's business have over 20 years experience in the financial planning industry. His qualifications include a B.Comm, Diploma of Financial Planning and a specialist accreditation in self managed super funds. Malcolm is also a Certified Financial Planner. Malcolm has also been quoted in the past by the Australian Financial Review, Money Management and the ASX Website for Financial Advisers.
At Dragonfly, Malcolm operates in a true fee for service organisation (not percentage of funds under advice) and use direct shares rather than managed funds to maximise a clients income and growth outcome.
Malcolm and his team welcome new clients to meet with him for a no-obligation/cost free meeting to discuss your circumstances.