About
Phil Pilgrim has spent twenty-five years in financial advice across Australia and the UK. He built and ran an award-winning financial planning practice as Managing Director, spent four years consulting to leading advice firms, platforms and dealer groups across the UK, headed the top adviser tier at BT/Westpac, and led national distribution at Implemented Portfolios.
In 2023 he bought Spinners Bar and Bowl Maroochydore. The business has grown at double-digit rates through a tough market for hospitality and now operates under his strategic oversight. The writing here is what he's doing with the freedom.
Beyond the writing, Phil takes on a small number of advisory engagements each year. He's interested in advice firms and leaders prepared to make real changes — not the ones looking for a consultant to validate their existing strategy. The work is selective by design. If that sounds like you, the email below is the way in.