Team

21 May 2026: We celebrated our team members who earned their place at COT & MDRT 2026 at the Phillip Gala 2026. This event recognised the team's hard work and commitment to serving our clients and loved ones. Thank you to all our clients' for placing their trust and confidence in our team. Your support means the world to us. Enjoying our dinner with the PhillipCapital team Our MDRT Award Winners! Our Court of the Table Winner!

Shoutout to our team members who’ve earned their place at COT and MDRT 2026 — a milestone that reflects their consistency, passion, and going the extra mile (every single time) for their clients. Behind this achievement is our commitment to ensuring thoughtful and intentional conversations and always striving to do right by our clients. To everyone who’s trusted us to be part of your journey — this is just as much yours as it is ours. Million Dollar Round Table 2026 Award Win

Here's a little get to know us post: while we are not here to get deep and talk about one's purpose in life, we feel pretty lucky we've figured out our purpose in our careers. As a collective, we are here to build a world where people are empowered to make informed financial decisions motivated by how they want to live their one life on this planet to the fullest. A little more about who we are. And a little about why our team exist.