Allow us to help you build wealth and to map out your financial journey

It’s about allowing your money to work for you and not the other way around.

Our most valuable gift is good advice

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.

"If I don’t add value to your estate, I don’t charge a fee"

Pieter Botha

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

READY TO GET STARTED?

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.

ONGOING SERVICE

ALLOW US TO KEEP YOU ON TRACK

The key to the success of our advice is the ongoing service we make available for our clients. Our service allows us to have another conversation where we review your goals and to make sure you are on track to achieve them. It also allows us to discuss your new goals and changes in your life.

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

LEGAL

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