Let’s start with a conversation

You do not need to know exactly what strategy you need before you contact Phoenix

The first conversation is simply a chance to talk about where you are now, what you want to improve, and whether Phoenix may be able to help.

Book a free chat with us

What are other people saying?

We have shared some stories below of other people in a similar situation to you.

Customer Testimonials

“That’s way more than I would have ever expected”

— Aaron & Nicole

In this video, we join General Manager Terry as he updates Aaron and Nicole on the valuation of their investment property after 12 months. Suffice to say they were pleasantly surprised.

“You guys made it very easy for us to understand”

— Karen & Josh

In this customer testimonial video, our Financial Project Manager Libby asks Karen and Josh a few questions about their experience working with Phoenix so far.

“We’ll restructure it, so that the money you’re paying each month isn’t just treading water, It’s paying your home off”

— Harold Upton

In this video, listen in as our Founder Harold analyses one of our repeat customers current situation. This video will give you a live example of part of the process and give you an idea of what to expect.

  • No, not at all. The first conversation will establish where you are at and what may be available for you to do, based on your financial circumstances.

  • No. It is just a conversation. You are entirely free to ask questions and accept or decline any strategy that is presented to you.

  • Then it is better to know early. We’ll be honest about whether we can help you or not. We don’t want to waste anyone’s time.

  • Yes. Phoenix helps clients across Australia via Zoom.

Common Questions