Committed Financial Planning - Sydney

Sarah is approachable, well informed, proactive, client-focused and options-focused. Responses are swift and thorough. There are always plenty of opportunities to ask questions and be part of financial management processes and decisions. Highly recommend.

Sarah has been a steady hand over many years in advising me of the best strategies to maximise the funds in the pension phase of my superannuation plan. She is easy to communicate with, knowledgeable, responsive and considered with her advice. I highly recommend Sarah as an experienced Financial Advisor especially for anyone approaching retirement. Thanks Sarah!

Very happy with the service! Sarah made everything easy breezy and we're much better off for it financially. She has been our advisor for over 2 years now, and would happily recommend her to friends and family. She has helped us secure our first home, build financial stability and ensure risk mitigation with right insurers.

We’ve been incredibly fortunate to have Sarah as our financial advisor. She is impressively accurate and up to date with the latest financial regulations. Her knowledge gives us great peace of mind, knowing that we’re on the right track. What truly sets Sarah apart is her honesty and integrity. She always provides advice that is not only in our best interest but also delivered in such a clear and reassuring manner that helps us feel confident about our financial decisions. Her ability to simplify complex matters and explain them in a way that makes sense is truly appreciated. We couldn’t recommend Sarah highly enough to anyone looking for trustworthy, expert financial advice.

Sarah has been my Financial Planner for years now. Her advice has always been wise and timely. Her advice and guidance have allowed me to retire early and live well and feel certainty regarding my financial future. I would highly recommend Sarah to anyone looking for financial advice.

Sarah Phillips handled our SMSF for many years when she was Head of Financial Planning at her previous employer. She was always very speedy in her responses to our queries; and very pro-active in providing investment advice, which over the years produced good returns. We enjoyed dealing with Sarah as she is personable and approachable.

Sarah has been our financial adviser for more than 10 years. She set up a plan to help us to clear our mortgage in 8 years and another to recover from major withdrawals from my super needed to cover special levies. I would strongly recommend that anyone looking for personalized financial advice and assistance contact her for an assessment. She explains her advice in layman's terms for those who may not be familiar with financial terminology or concepts and has her clients' best interests as her guiding principle. We are very happy with the service and advice that she has provided over the years.