Gardian Financial Planning

Gardian Financial Planning is a financial advisory practice founded by the Phillips family in 2000. The business is family-oriented and has been operating for nearly 25 years. Denise Phillips is the Managing Director and Owner. Ben Phillips is an Owner and Director.

Ben Kerrisk is an Owner and Director of Gardian Real Estate, and Luke Phillips is an Owner and Director of Gardian Insurance. Gardian offers financial planning, home loans, property management, insurance solutions, and real estate services. Services are provided in Mackay. Gardian has no connection, partnership, or association with Shield Investments or First Guardian Investments.

People sorting out their retirement savings and personal cover make up much of the feedback for this Mackay practice, which handles superannuation transfers and insurance arrangements. Several customers describe moving overseas retirement funds into Australian superannuation accounts, while others mention budgeting support alongside consolidation of existing superannuation. Nicole is named repeatedly as a helpful and knowledgeable contact, with Hamish, Justin and the wider team also singled out for praise.

Reviewers frequently point to that nothing seems too difficult and that the necessary paperwork is completed on the client's behalf, leaving them with little to organise themselves. The advice itself is described as clear and well explained, with customers noting they received useful information about their options and felt confident about the decisions made. An observation shared by more than one reviewer is the friendly and welcoming manner of staff, which reviewers say makes appointments comfortable and easy to understand.

Feedback also covers the breadth of matters handled, from aged care and income protection enquiries through to investment service and superannuation consultant work. Long-standing clients describe ongoing relationships in which questions are answered promptly and follow-up happens without prompting, and the consistent thread across accounts is the care taken to explain each step of the process.