Wealth Advice Built on Evidence.
Helping clients see beyond the headlines. Understand the after-hours truth of money, investing and global markets.
Phillip Kirk, Financial Planner AFP®
MFinPlan, BBus(Econ), Accountant (MIPA), SSA®, JP
Holistic Wealth Framework.
Wealth Structure
> Tax Strategy (structures and minimisation)
> Cashflow Management
Wealth Management
> Macro Economics 201 (economics)
> Liquidity Framework (asset markets)
> Asset allocation and investing framework
Wealth Protection
> Personal Risk
> Business / Legal Risk
> Estate Risk
Your macro economic understanding is incomplete.
Mainstream economics treats banks as intermediaries (lending out savings given to the bank) and markets are efficient reflections of growth.
In reality, banks create money when they lend, credit (lent money) drives asset prices, and liquidity moves financial markets.
If you misunderstand this, you misunderstand how the economy really works.
Understand this, and you can invest your resources (time and capital) with certainty.
Insights and Research
Knowledge Base Coming Soon..
My knowledge base is a living, open library of all my work. My economic frameworks, research, data, investment thinking and more. It’s all there to explore freely; and for those who want personalised strategy, structure, and implementation, private client services will available soon.
The way people consume entertainment is constantly in flux, so the laws must adapt quickly. We strive to anticipate these changes so you can focus more on creating a performance of a lifetime.
Whether you run a theater, recording studio, or an eCommerce website, all businesses need to minimize their legal liability and risk.
About Phil
I’m a financial adviser and wealth manager based on Sydney’s lower north shore, providing holistic advice to clients across Australia. Originally from Central Queensland, and I have a lovely wife and 1.5 year old son (with number 2 on the way).
By 25, I had invested over 10,000 hours in research, study, and professional experience—delving deep into economics, investing, and financial markets. My work focuses on uncovering financial truths and key insights that aren't covered in mainstream financial analysis and economics. I combine this research with practical strategies to help clients navigate an uncertain future with more certainty.
Academic Qualifications
MFinPlan, BBus(Econ), Cert IV Acc & Bkng
Qualifications/Memberships
Accountant (MIPA), SMSF Specialist Adviser®, JP
Get in Touch
Want to become a private client, have me come speak to your clients or have any questions please fill out the quick form below and I look forward to getting in touch.