About Us

We Provide Valuable Financial Information So You Can Make an Informed Choice

We work for you, our client, not a builder or a developer or a marketing company

You can be assured that we will help you get the best financial outcome possible
We help you design the best wealth creation plan for your personal financial circumstances.

We do this simply, safely, and easily - without the worry, without the hassle, and without the risk
We are qualified financial professionals with over 30 years of hands on experience and expertise in tax, investment, finance, retirement, property, and wealth creation
We are not a property company – we are an investment & financial advisory business

We do not sell property

We find find you the best financial solution possible
We do not have any property to sell, we are totally independent of any builder, developer, or property owner

We find you the best property to suit you unique financial circumstances
  • We will show you how to get it right and avoid the costly pitfalls
  • We will save you time and money
  • We will explain how it works
  • We will get all the answers before it costs you any money

Harold Upton - BSc (Hons) Dip FP Dip FS LREA

Managing Director & Senior Strategist

  • Diploma of Financial Planning – Deakin University – 1993
  • Diploma of Financial Planning – Monitor Money – 1987
  • Diploma of Financial Planning – Mentor – 2016
  • Diploma of Financial Services – PS146 – 2006
  • Certified Investment and Financial Adviser – Australian Society of Investment & Financial Advisers – 1987
  • Graduates Studies in Microeconomics & Macroeconomics – University of Canberra – 1986
  • Bachelor of Science Degree with Honours – Research Degree – Australian National University – 1984
  • Diploma of Property Development – 2004
  • Certificate IV in Property – Australian Property & Business College – 2006
  • Licensed Real Estate Agent – 2006 – current

 
 
 
 
 
 
 
  
 
 
 
 
 

Harold is Phoenix Property Consultants highly qualified and experienced managing director and senior strategist. Harold has a vast amount of valuable knowledge to help our clients with their financial planning, wealth creation, investment advice, financial advice, tax minimisation, retirement planning, superannuation, and residential investment property to our clients.  Harold is hands on, personally designing every wealth creation plan we put in front of our clients, he is also available to personally speak with any client who wishes to discuss their plan with him.

As a result of his qualifications and skills Harold continues to provide one of the best and most comprehensive financial knowledge bases in the industry to help our clients make informed choices and improve their financial future. We can assure you that not only will you be in the safest hands in the industry but you will be provided the best most possible outcome from qualified advisers who will have tailored the information and recommendations to suit your own unique personal financial circumstances.

Harold has been working in the financial industry for over 30 years and has built a vast amount of valuable knowledge to help our clients with their financial planning, wealth creation, investment advice, financial advice, tax minimisation, retirement planning, superannuation, and residential investment property.

Harold is hands on with every wealth creation plan we put in front of our clients, as well as being available to personally speak with any client who wishes to discuss their plan with him.

We can assure you that you will be in some of the safest hands in the industry with Harold, together with our highly experienced Senior Wealth Coach, Eric Calderwood and Senior Strategist, Mark McEvoy providing the best possible outcome for our clients.

In Harold’s spare time he likes Sci-fi, 50’s, 60’s and 70’s and Country music, a good drop of red wine, dancing, hiking, caravanning and has recently taken up fishing and catching mud crabs.

Eric Calderwood - Dip FP

Senior Wealth Coach

Eric Calderwood is our senior wealth coach and is often the first or second person that you may have a chat with at Phoenix Property Consultants.

Eric has been helping people create wealth with investment property for more than 20 years. Eric now has a grown family and understands the demands and pressures that are faced on the path to financial independence. As a wealth coach he has assisted over 2,000 clients with their financial goals and is very conscious of the need to make creating wealth simple and easy to understand.

Eric has a Diploma in Financial Planning and a Certificate IV in Small Business Management. He is passionate about sharing his expertise to help everyday Australians become successful property investors; Eric’s goal is to prevent you becoming one of the millions who retire poor. Outside of work Eric loves Premier League Soccer & woodworking.

 
 
 
 
 
 
 
 
 
 
 
 
 
 

Mark McEvoy - BBus Dip AccFin LREA

Senior Wealth Strategist

Mark is our knowledgeable Senior Strategist with over 25 years’ experience working in the finance & investment industry, he also holds a full Real-estate License.

Mark’s energetic, friendly, and hardworking personality combined with his helpfulness and genuine concern for people’s wellbeing ensures he develops & maintains long term, affable relationships with nearly everyone that he meets.

Mark’s main aim is to help facilitate and gently guide our clients to reach their financial goals. For Mark, knowing that he has helped our clients, provides him with a personal sense of accomplishment.

Mark is a wonderful hands-on dad to his two young children & when he is not working, he enjoys spending time playing golf, tennis, chess, squash, mountain biking, kayaking, archery, camping, diving, fishing, eating, loves animals, the gym just to name a few.

 
 
 
 
 
 
 
 
 
 
 

Ready to get started?

CALL US TODAY 1800 848 888
Email: Info@PhoenixPropertyConsultants.com.au

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