Meet the Team

Phil Sowman is an Advisor who loves what he does. He enjoys life and enjoys meeting people and it shows. That’s why Phil doesn’t treat his clients like clients – they’re treated like friends because that’s what they become. And when you’re advising friends what they should do to ensure their financial security, you make sure you get it right every time. With over 30 years experience in the insurance and investment industry, Phil has a wealth of knowledge about what doesn’t work and more importantly what does.

Megan is the latest addition to the team. She has been a great support in contacting clients through email and via phone. She has gone out of her way to make sure that everyone is looked after and happy. Megan can update records, get clients the latest information on their policies, and will organize an appointment when necessary.