ABOUT US
At PHB Financial Planning we believe in helping our clients live a lifestyle of choice.
We spend half a life dreaming of the days we’ll have enough time. When those days arrive, so many people spend most of their time worrying about the money. So much so, they forget why they worked so hard for it in the first place.
It doesn’t have to be this way.
We love investing time with people and really getting to know who you are, we are open book and practice what we preach. Since 2012 in Australia, we have helped people feel more confident about their future.
Allow us to show you how to start, where to start and find the confidence to keep going. The outcome is a conversation point.
OUR PROCESS
We believe the best way to get a good idea of what you want is to consider investing a little of your time with us as we walk you through our thoughts about investing, life protection, and saving for retirement all while learning about yourself and what you want out of life.
LETS START A CONVERSATION
ALLOW US TO UNDERSTAND YOUR GOALS
EXPERIENCE OUR ADVICE
ALLOW US TO KEEP YOU ON TRACK
ENJOY YOUR GOALS
SET NEW GOALS
TO EXPERIENCE OUR ADVICE
It isn’t about what you do with the investment market, but it is about what you do with your time.
When it comes to personal financial wellbeing, taking advice from others requires faith in their skills and trust in their judgment. We want you to be comfortable with us as your adviser and part of this involves helping you to understand our approach and the importance we place on conversations, relationships and transparency.
ABOUT YOUR ADVISER
Pieter Botha
Financial Adviser & Authorised Representative
Something you may not know about Pieter:
Prior to migrating to Australia in 2011 and before becoming a Financial Planner in Australia Pieter was a personal injury lawyer for 15 years in Pretoria, South Africa.
Pieter won larger cases for his clients, and sometimes seven figure sums the client’s money would lie on table as compensation..... [read more]
STRATEGIC ALLIANCES
INSURANCE BROKERS
ACCOUNTING
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