About 25 years ago I was made redundant with a golden handshake, which I wanted to invest wisely. I was referred to financial adviser Phil Harris to get some sound advice. Phil took the time to explain how an investment portfolio would work for me, and then generated some examples on his computer. I was particularly impressed to be presented with realistic, objective figures and charts to plot the actual percentage returns within a projected range and compare it with long-term objectives. We then spoke about retirement for me and my partner, discussed what our goals were, and what we needed to do to achieve them. From this emerged an investment plan that was tailor-made for our unique circumstances and future lifestyle goals.
My partner and I were very impressed with the way Phil objectively presented and discussed the principles of investing, listened to our personal financial expectations and finally presented us with a “tailor-made” managed portfolio, without any of the “hard sell” approaches we had experienced from other advisors. This meeting was the first of many and the start of a long financial journey for both of us. Over the years he’s helped us fine-tune our plan to get the most out of it. There have been ups and downs as the global economy changed, but on no occasion did we lose any of our capital input. Overall, the portfolio has performed magnificently and up to our original expectations.
My partner and I are now retired, and we are fully reliant on our investments to supplement our superannuation and maintain our quality of life. Over the years we have always felt that we were getting a first class investment service from Phil and the financial groups he has represented.
Initially, we had placed our trust in Phil to take good care of our money, and we have been grateful that our trust has been fully honoured.