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Effective URL: https://pacificstar.com.au/
Submission: On December 09 via api from NL — Scanned from AU
Effective URL: https://pacificstar.com.au/
Submission: On December 09 via api from NL — Scanned from AU
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</form>Text Content
Skip to content * About Us * About Us * Why get financial advice? * Our Team * Our Process * Testimonials * Resources * Insights * Calculators * Contact Menu * About Us * About Us * Why get financial advice? * Our Team * Our Process * Testimonials * Resources * Insights * Calculators * Contact * * About Us * About Us * Why get financial advice? * Our Team * Our Process * Testimonials * Resources * Insights * Calculators * Contact Menu * About Us * About Us * Why get financial advice? * Our Team * Our Process * Testimonials * Resources * Insights * Calculators * Contact * PREPARE FOR TOMORROW, MAKE THE MOST OF TODAY View Our Services PREPARE FOR TOMORROW, MAKE THE MOST OF TODAY View Our Services WHY GET FINANCIAL ADVICE? Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are? The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off. Find out more WHAT WE DO WE DEVELOP TAILORED STEP-BY-STEP FINANCIAL STRATEGIES AND HELP YOU MAKE INFORMED DECISIONS ABOUT YOUR MONEY. SUPERANNUATION Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement. Find out more .... RETIREMENT PLANNING Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future Find out more .... INVESTMENTS Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment. Find out more .... WEALTH PROTECTION Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family. Find out more .... SELF MANAGED SUPER An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund. Find out more .... DEBT MANAGEMENT Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts. Find out more .... ESTATE PLANNING We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time. Find out more .... AGED CARE It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works. Find out more .... HOW WE CAN HELP How We Help Services Our Process At Pacific Star Financial Planning, our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work. GET STARTED AND SET YOUR FAMILY UP FOR SUCCESS You want to buy your dream home, expand your family and grow your wealth. BUILD WEALTH AND PURSUE YOUR GOALS It’s time to pay down debt, protect your wealth and grow your assets. PREPARE FOR RETIREMENT AND BEYOND You want to be confident that you will have enough money to enjoy life after work. MAKE THE MOST OF RETIREMENT You would like to leave a legacy for your kids and ensure you don’t run out of money. We develop tailored step-by-step financial strategies and help you make informed decisions about your money. SUPERANNUATION Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement. RETIREMENT PLANNING Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future INVESTMENTS Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment. WEALTH PROTECTION Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family. SELF MANAGED SUPER An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund. DEBT MANAGEMENT Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts. ESTATE PLANNING We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time. AGED CARE It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works. Step 1 DISCOVERY CALL Let's have a quick chat to see how we can work together to help you achieve your goals. Step 1 Step 2 GATHER DATA We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances. Step 2 Step 3 FINANCIAL PLAN We create a personalised financial plan that will serve as a roadmap towards your goals. Step 3 Step 4 IMPLEMENTATION We set your financial plan in action by implementing all your personalised strategies. Step 4 Step 5 SUPPORT There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors. Step 5 OUR FINANCIAL PLANNING PROCESS Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses. Step 1 Step 2 Step 3 Step 4 Step 5 DISCOVERY CALL Let’s have a quick chat so we can find out how we can work together to help you achieve your goals. GATHER DATA We gather data on financial situation so we take a comprehensive look at your life and finances. FINANCIAL PLAN We create a personalised financial plan that will serve as a roadmap towards your goals. IMPLEMENTATION We now put your financial plan in action by implementing all your personalised strategies. SUPPORT There is no ‘set and forget it’. We stay in touch and review your plan based on major life changes or market factors. OUR FINANCIAL PLANNING PROCESS Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses. Step 1 DISCOVERY CALL Let's have a quick chat to see how we can work together to help you achieve your goals. Step 1 Step 2 GATHER DATA We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances. Step 2 Step 3 FINANCIAL PLAN We create a personalised financial plan that will serve as a roadmap towards your goals. Step 3 Step 4 IMPLEMENTATION We set your financial plan in action by implementing all your personalised strategies. Step 4 Step 5 SUPPORT There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors. Step 5 INSIGHTS RETURNING TO WORK AFTER RETIREMENT 13th November 2023 Employers are desperate for workers and cost of living pressures are making it tough to live on a pension. That’s… AGED CARE CHALLENGES IN THE HOME 6th November 2023 Aging at home with government-subsidised funding is made possible through the Home Care Packages program. However, a crackdown on what… WHEN ENOUGH IS NEVER ENOUGH 30th October 2023 How much is enough? It’s a good question. Our relationship with our finances can be a tricky one. Everyone has… MARKET MOVEMENTS & REVIEW VIDEO - DECEMBER 2023 4th December 2023 Stay up to date with what’s happened in markets and the Australian economy over the past month. Consumer prices eased… 3 EASY WAYS TO MANAGE YOUR MONEY THIS FESTIVE SEASON 27th November 2023 Christmas is a time for giving and it’s so easy to get caught up in the joys of the festive… SPARK UP YOUR LIFE AND OTHERS BY BEING A CONNECTOR 20th November 2023 We all know them. The people who seem to know everyone and effortlessly make connections within their network. While it’s… RETURNING TO WORK AFTER RETIREMENT 13th November 2023 Employers are desperate for workers and cost of living pressures are making it tough to live on a pension. That’s… AGED CARE CHALLENGES IN THE HOME 6th November 2023 Aging at home with government-subsidised funding is made possible through the Home Care Packages program. However, a crackdown on what… WHEN ENOUGH IS NEVER ENOUGH 30th October 2023 How much is enough? It’s a good question. Our relationship with our finances can be a tricky one. Everyone has… MARKET MOVEMENTS & REVIEW VIDEO - DECEMBER 2023 4th December 2023 Stay up to date with what’s happened in markets and the Australian economy over the past month. Consumer prices eased… 3 EASY WAYS TO MANAGE YOUR MONEY THIS FESTIVE SEASON 27th November 2023 Christmas is a time for giving and it’s so easy to get caught up in the joys of the festive… SPARK UP YOUR LIFE AND OTHERS BY BEING A CONNECTOR 20th November 2023 We all know them. The people who seem to know everyone and effortlessly make connections within their network. While it’s… RETURNING TO WORK AFTER RETIREMENT 13th November 2023 Employers are desperate for workers and cost of living pressures are making it tough to live on a pension. That’s… AGED CARE CHALLENGES IN THE HOME 6th November 2023 Aging at home with government-subsidised funding is made possible through the Home Care Packages program. However, a crackdown on what… WHEN ENOUGH IS NEVER ENOUGH 30th October 2023 How much is enough? It’s a good question. Our relationship with our finances can be a tricky one. Everyone has… * 1 * 2 Read more 5 STEPS TO MASTERING YOUR MONEY In this free ebook we share 5 important steps to help you be the boss of your money. Name Email Download free guide We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime. 5 EASY STEPS TO YOUR DREAM RETIREMENT In this free ebook we share 5 important steps you can take to start planning for your retirement NOW! Name Email Download free guide We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime. 5 EASY STEPS TO TAKE CONTROL OF YOUR FINANCES In this free ebook we share 5 important steps you can take to get control of your financial situation. Name Email Download free guide We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime. WHAT OUR CLIENTS SAY Like so many other conservative investors entering retirement I was caught by the chaos and distress of the effects of the GFC on my super and retirement arrangements. However, with the professional assistance offered by Leon Phillips and his team the task of restructuring and rebuilding has made good progress over the past year. I imagine circumstances vary from client to client but Leon’s grasp of the options and avenues available has provided the measure of financial planning knowledge I think all retirees are seeking. The lessons of recent years have left a legacy of uncertainty in the investment world. Having confidence in your financial adviser is a key consideration. I think it’s worth having a talk to Leon. He’s not afraid of tough questions and he will make every effort to help you secure your financial future. After all, that’s his business. John a Country Retiree Leon gets to know his clients and is able to work for them and their financial goals in a way that meets their needs exactly. He knows his subject well and cuts through the maze of information fog that often stops people from trying to find the best financial product. I recommending him without hesitation. – Dr Carmelo Aquilina Mr Leon Phillips, the Principal of Pacific Star Financial Planning, and a qualified and associate member of the Australian Financial Planning Association has been my personal financial planner for the past 3 years and I would be pleased to make the following comments and observations with respect to his services, which were recommended to me by a trusted neighbour & professional colleague. - Robyn I have been a client of Leon Phillips and Pacific Star from the company’s inception in 1998, with Pacific Star managing all of my super funds, life and income protection insurances. Pacific Star have always helped me keep abreast of all super and insurance developments over the years, tailoring the right solutions for myself as my family circumstances changed. As a testimony to why I would recommend Leon and his team is that on December 2, 2014, disastrously my wife (not a client of Pacific Star) had a major motor vehicle accident resulting in a traumatic brain injury. When the situation settled down and she was recovering in rehab, Leon and Monta assisted me in identifying my wife’s total and permanent disability insurance policy within her super fund (something I was unaware of). They also assisted me in navigating my way through the mountain of required paperwork to make a policy claim. The help they provided (which was outside of any non-client responsibility) enabled our family to receive the insurance policies financial support in the shortest time frame. In a chaotic and busy time for our young family, Leon, Tracy and Monta stood up for us and I am very grateful for the care and consideration they showed. Many thanks again, - Nigel Bullen My partner and I had reached a point where we needed to assess the best way to handle what savings and investments we had as well as consider planning for the future and retirement. I had recently noticed an advertisement relating to the services that Pacific Star Financial Planning had to offer. After contacting Monta and Leon, we were provided with a questionnaire to determine our current situation and what we would like to achieve and in what time frame. The information provided to Leon also assisted us in understanding where savings and benefits could be made. We had many questions and concerns, and after the introductory and subsequent follow-up meetings, we felt comfortable that we had received sound and balanced advice. All changes that we have made to superannuation and insurances were handled efficiently by Leon, who is always friendly and approachable and available to answer questions or to explain processes if required. It is through Leon’s advice and contacts that we have been able to purchase an investment property which is something that had never entered our minds. We feel that Leon will continue to monitor our situation and provide trustworthy advice on a regular basis. LeonSydney Scientist In 2004 we were fortunate enough to be introduced to Leon Phillips of Pacific Star Financial Planning based in Sydney. Shortly after, Leon became our advisor and to date has provided us with a unique, friendly and personalised service. In 2005 we relocated to Adelaide and Leon maintained his role as our advisor and providing us with bi-annual home visits, regular phone calls and emails to ensure our financial affairs are performing well. Leon has provided outstanding service and advice for us. He goes above and beyond the expected services of your typical advisor. Leon has been confident and consistent with his advice, he explores all opportunities available and provides us with regular recommendations. Leon isn’t just an advisor, we also consider him a friend. Someone who will remain in our lives for years to come. We have no hesitation in recommending his services to others. PaulAccountant My wife and I were introduced to Leon several years ago. We have been more than satisfied with his easy and professional manner. Nothing is too difficult for him, in fact he would visit us in Coffs Harbour to actually sign documents. We have been very happy with the performance of our superannuation portfolio and insurances (after a previous unprofitable relationship with another planner). We have in fact comfortably referred several friends who have also been more than happy with the services of Leon Phillips and Pacific Star Financial Planning. In a nut shell we value the relationship and are very satisfied. CraigCoffs Harbour Click here to read the Food Co testimonial FoodCo GroupManaging Director Leon Phillips of Pacific Star Financial Planning has been my personal financial adviser for over fifteen years. During this time he has provided expert advice on trauma, income protection and life insurance. He has also displayed an in-depth knowledge and understanding of superannuation and the associated tax implications, Leon has given advice with a view to maximising returns, spreading risk, and reducing fees. He has provided valuable advice on how to effectively manage my income. At all times Leon has been prompt in responding to inquiries and in the completion of documentation and communicating with the relevant organisations. Leon has a friendly, competent and professional manner and I am most happy to recommend his financial planning services. PhillipTeacher We just wanted to drop you line and tell you how happy we are with your services. It is wonderful to be able to speak to someone who explains our super and investments in language we understand. We feel part of the process and comfortable with the way our money is invested. Your advice has been invaluable and we look forward to a happy and stress free retirement. More than that though, we love the personal, caring attention we receive from you and your staff. Nothing is ever a problem, we always feel that everything is completely upfront, and how amazing in this day and age – our phone calls and enquiries are ALWAYS returned and answered promptly. We feel that not only have we acquired a financial advisor who we have great confidence in but at the same time we have gained a truly trustworthy friend, who cares about us and our future. We would recommend you and your team to anyone looking for security in their retirement. Many thanks, Greg and Carol. Greg & CarolTamworth Like so many other conservative investors entering retirement I was caught by the chaos and distress of the effects of the GFC on my super and retirement arrangements. However, with the professional assistance offered by Leon Phillips and his team the task of restructuring and rebuilding has made good progress over the past year. I imagine circumstances vary from client to client but Leon’s grasp of the options and avenues available has provided the measure of financial planning knowledge I think all retirees are seeking. The lessons of recent years have left a legacy of uncertainty in the investment world. Having confidence in your financial adviser is a key consideration. I think it’s worth having a talk to Leon. He’s not afraid of tough questions and he will make every effort to help you secure your financial future. After all, that’s his business. John a Country Retiree Leon gets to know his clients and is able to work for them and their financial goals in a way that meets their needs exactly. He knows his subject well and cuts through the maze of information fog that often stops people from trying to find the best financial product. I recommending him without hesitation. – Dr Carmelo Aquilina Previous Next GET IN TOUCH Name Email Message Submit OUR ADDRESS * PO Box 304 Concord NSW 2137 SITE PAGES * About Us * About Us * Why get financial advice? * Our Team * Our Process * Testimonials * Resources * Insights * Calculators * Contact Menu * About Us * About Us * Why get financial advice? * Our Team * Our Process * Testimonials * Resources * Insights * Calculators * Contact INSIGHTS MARKET MOVEMENTS & REVIEW VIDEO – DECEMBER 2023 4th December 2023 3 EASY WAYS TO MANAGE YOUR MONEY THIS FESTIVE SEASON 27th November 2023 SPARK UP YOUR LIFE AND OTHERS BY BEING A CONNECTOR 20th November 2023 LEGALS * Financial Services Gude * Privacy Policy * Terms and Conditions Menu * Financial Services Gude * Privacy Policy * Terms and Conditions Pacific Star Financial Planning | Leon Phillips, Pacific Star Finance Pty Ltd is an Authorised Representative of Consultum Financial Advisers Pty Ltd (Consultum) (ACN 006 373 995, AFSL 230323), an Australian Financial Services Licensee, Registered office at Level 1, 800 Bourke St, Docklands VIC 3008. and a member of the IOOF group of companies. 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