Phil has been providing personalised financial advice to clients since February 2000. Michael recently joined BSR Financial Advisers and became an authorised representative with Genesys in December 2009.

We take a holistic approach to client portfolio management and are focused on maximising and preserving wealth for clients on an after tax, after fees, risk adjusted basis.

We understand that the key to a successful client relationship revolves around regular communication, transparency, independence, simplicity and mutual accountability.

We enjoy seeing clients gain the confidence to make informed financial decisions so they can get on with enjoying the things that matter most to them.