Welcome to Campbell Financial Group – your passport to financial freedom
Campbell Financial Group holds its own Australian Financial Services Licence.
(Australia Financial Service Licence and Australia Credit Licence 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.
What people say about us
I have always felt valued and treated as more than just a client; Phil and Joel are also genuinely interested in me as a person. I would recommend them without hesitation.
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 specific to our situation and not to super funds and individual companies.
I have happily retired this year with total confidence for the future thanks to Phil and Joel Campbell.
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.