Welcome to Campbell Financial Group – your passport to financial freedom

Campbell Financial Group is a privately owned Australian Financial Services Licensee.
(Australia Financial Service License and Australia Credit License Number 457 078).
We provide informed financial advice across the full range of financial services. Our clients include professionals from the education, government and private sectors, all with the common goal of securing their financial future. We want to build long term relationships with our clients to arrange investments in the most tax efficient manner, balancing wealth creation with wealth protection, and ensuring that you have the most comprehensive financial plan to cater for your needs from the start of your career all the way through to your retirement and beyond. Planning doesn’t stop just because you are retired.

What we do

Whatever your financial needs are, whether its developing investment strategies, securing your wealth or planning for retirement, we can design and implement strategies that are suited to your lifestyle, providing you with financial certainty on the way to reaching your goals.

 Financial freedom

Wealth creation strategies

 Salary packaging

 Retirement planning

 Superannuation advice

 Insurance

 Estate planning

What-we-do

What people say about us

I was fortunate in 1999 to have a member of our staff arrange for Phil Campbell to visit our school and, on the recommendation of friends, I arranged an interview. Signing up with Phil was the best financial decision I have made. Phil’s advice over the next few years regarding my superannuation and his encouragement to buy an investment property meant that, just 11 years later when my health began to interfere with my work, I was able to retire earlier than planned. I have appreciated Phil’s professionalism, his understanding of my financial needs, his ability to explain current situations and his handling of my financial matters that have led to a confident retirement. There has always been an honesty and transparency in our conversations regarding financial matters (the good and the bad) that I have appreciated. Phil has provided a personal service and regularly checked with me and guided throughout the retirement process. At that time particularly I appreciated someone who had such a thorough understanding of the state super system, its rules and processes. Phil continues to oversee my financial matters and I am kept cognizant of any needed changes, issues etc. I wish Phil and Joel well in their new venture and look forward, with confidence, to their continued advice and guidance in the years ahead.
Meg Milton, Retired Deputy Principal
Meg Milton, <em>Retired Deputy Principal</em>

 

I first met Phil Campbell at a Central Coast Primary Principals Council meeting in 2014 at which time Phil had a display of the financial services he had to offer. I was hesitant to speak to Phil that day as my husband and I had never had financial advice and I was quite embarrassed about it feeling that while we had a good life we had made no real provision for the future other than superannuation. I bit the bullet and told Phil our situation and he simply said “try me”. I discussed the chat with Phil with my husband and we thought we may as well see what Phil has to say. We had nothing to lose as the first consultation was free. Phil and Joel Campbell attended the first consultation with my husband and I. We went away feeling quite relieved with the feeling that retirement could be closer than we thought. We also felt under no pressure to undertake their services. It would be our choice. Since that day Phil and Joel have organised our finances. They have provided good professional advice which we have at all times followed. This has allowed me to retire this year. At our first consultation Phil likened his role to that of golf pro. A golf pro can advise and guide the golfer on all aspects of their game but at the end of the day the golfer chooses whether or not to take that advice. We chose to follow the advice and were more than happy to put our financial affairs in Phil and Joel’s capable hands. We have found Phil and Joel to always be highly professional and up to date with the latest information from Government departments and the like providing us with advice totally independent of superannuation funds or individual companies. I have happily retired this year with total confidence for the future thanks to Phil and Joel Campbell.
Helen Dwyer, Retired Principal
Helen Dwyer, <em>Retired Principal</em>
I am writing to you to express positive comments about one of your financial planners, Joel Campbell. He is presently in the process of re-directing my Super into a new plan, as well as my husbands and my whole of life plans and applications for Trauma cover. As the process is sometimes time demanding, I would like you to be aware of the professionalism I have found, dealing with Joel Campbell. I have always been reluctant to approach a financial adviser as I haven't had the knowledge and haven't wanted to "take up too much of their time." With Joel Campbell I have always found him extremely professional, knowledgeable and approachable with my many questions. I would just like it noted, at the director's level, that I feel extremely comfortable accessing and planning my financial future through Joel Campbell and appreciate the time and effort he has taken in his job.
Mrs Deanie Nicholls, Principal
Mrs Deanie Nicholls, <em>Principal</em>

 

I first met Phil at a Secondary Deputy Principals’ conference in 2001. I had been salary sacrificing a modest amount into additional superannuation. On Phil’s advice I increased this substantially.  A few years from planned retirement Joel took over our portfolio under the watchful eye of Phil. I had a background in taxation but very little knowledge of the intricacies of legislation regarding superannuation.  Their advice regarding the taxation implications was very sound. As I approached retirement I had planned to take a full superannuation pension and rely on my second superannuation account to fund our retirement plans. Phil and Joel encouraged me to investigate different scenarios and options on my pension benefit. They then sat down with us to explain the options in a manner that considered our personal as well as financial needs. This is one of the aspects that impressed us the most. We receive sound financial advice which recognises other lifestyle choices. Both Joel and Phil are very personable and it is great to catch up with them during our annual review meetings. At other times Joel responds quickly to any questions we may have. We are also able to monitor the performance of our superannuation accounts with around the clock online access. We feel that our funds are secure and worry free. As a bonus Joel gives very useful travel advice. We thoroughly enjoyed our recent trip to Africa on his recommendation.
David Beeten, Retired Deputy Principal
David Beeten, <em>Retired Deputy Principal</em>