Financial advice, in your best interest.
Phil commenced Liquidity Financial Advisers in 2005 as a result of the funds management industry’s inability to see a looming global financial crisis.
While Phil was not party to any special foresight, he could see that asset prices were not in kilter with underlying values.
There was also an opaqueness to many of the product spruikers wares of the time.
The only solution was to open an independently owned, non-aligned license and reclaim the advice processes that were inevitably going to leave clients disappointed (“The GFC”).
In the intervening 10 years, this has served clients well.