Phalanx Financial Services was founded by Stuart McGilvray to work together with like minded people to help achieve the best possible financial outcomes for them and their families.
Stuart is particularly passionate about improving client's lives and transforming their lifestyle. After being employed in Financial Services for over a decade he felt it was time to convey that passion by creating his own financial planning firm and thus Phalanx Financial Services was born.
Some of the areas Phalanx Financial Services helps to work with our clients include Aged Care, Estate Planning, Wealth Creation, Insurance & Superannuation.
We work with you to ascertain the most important goals you want to accomplish then start putting together an action plan to help you get there.
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