Global ratings agencies Standard & Poor’s and Moody’s have effectively put the new Turnbull government on notice to reduce the nation’s budget deficit or risk a downgrade in Australia’s credit rating. Sounds serious, but what does it actually mean and is it necessarily a bad thing? With the government still lacking a majority in the […]
‘Resilient’ is perhaps the best way to sum up Australia’s economic performance over the past 12 months. That was the word used by Standard and Poor’s director of sovereign ratings, Craig Michaels, when confirming Australia’s AAA credit rating in mid-June. Australia’s strong performance is even more remarkable in a year characterised by ongoing uncertainty and […]
In a surprise outcome, Britain has decided to LEAVE the European Union. While the reaction and full implications of the referendum will continue to evolve, Bob Cunneen answers some of the initial questions investors are asking right now. These comments were made at 5.00pm Australian Eastern Standard Time 27th of June 2016. 1. At this […]
Paying off the mortgage is the new Australian dream, according to new research from MLC, the Australia Today report, with almost 80% of Australians placing outright home ownership as their most important priority. While we dream of owning our home outright, it’s our mortgage that’s become our biggest burden. MLC’s research shows that if gifted […]
In 1919, a US lieutenant colonel helped lead an 81-strong convoy of vehicles across the US as part of a campaign by the military to highlight the need for better highways across the US. Sixty-two days after leaving Washington D.C., the procession reached San Francisco, having navigated dirt roads, improvised bridges and often no roads […]
This August, more than 10,000 elite athletes from 206 countries will descend on Rio de Janeiro to take part in the 31st Summer Olympic Games. And it’s not too late to be part of the fun. The Olympic Games kick off in Brazil on 5 August 2016, bringing together the finest sportsmen and women in […]
We Aussies have a reputation for being laidback, so it comes as a surprise that we don’t tend to sleep in. When Jawbone crunched the data from the activity trackers it has sold around the globe it discovered the world’s earliest rising international city wasn’t frenetic Tokyo or bustling New York, but sunny Brisbane. It […]
Australia has recently signed a number of free trade agreements (FTAs) and has another in the pipeline with India. The landmark deal with China and the largest free trade agreement, the Trans-Pacific Partnership (TPP) between 12 Asia-Pacific nations, including the United States will have a significant impact on all Australians. As tariff barriers fall like […]
October is here and it promises to be a month of thrills and spills for footy fans, from the AFL and NRL finals to the Rugby World Cup. While excitement builds on the field, local investors could be forgiven for wishing they lived in less interesting times. Global sharemarkets have been volatile since late August […]
We’ve all heard the term work life balance many times. But how many of us actually achieve it? Work life balance means different things to different people. It’s possible to get the balance that’s right for you – but it does take some planning. What is work life balance? Simply put, work life balance is […]
We are an award winning practice that has been providing financial advice to South Australians since 1969. We really enjoy getting to know our clients and building a relationship with them that lasts over many years. We have a diverse range of clients from mum and dad to AFL players to ASX CEOs. All of which have a diverse range of financial advice needs and very different relationships to maintain. Our clients describe a 'breath of fresh air', personable, expert and people with high integrity. Clients have also mentioned that they are not treated as a number and the advice is specific to them. Working with clients for clients.
Financial Planner Adelaide
The one most rewarding thing about being a financial planner in Adelaide is when you have been working collaboratively with a client in developing and building their goals and objectives and the come to fruition. This give both the clients and myself a real sense of achievement and to use the famous quote 'are we there yet?' and together we can say YES! There has never been a better time to look towards what you want to achieve and start a financial plan so you can get there too.
Financial Planning Adelaide
A person's financial story is like a jigsaw puzzle... "lots of pieces needing to be put into their correct places". A financial adviser can assist a client to put the pieces in the right places by having a series of simple conversations about where a they are currently situated, where they want to be and what strategies can assist them. Every client has a different financial story and goals. Each jigsaw puzzle will always be different. A good financial adviser is experienced at putting together a wide range of jigsaw puzzles. Helping a client put their own puzzle together and seeing their satisfaction is a wonderful feeling.
Barry Phillis, Chris Scriva, Paul Cetrangolo and Owl Financial Management Pty Ltd are Authorised Representatives of GWM Adviser Services Limited Australian Financial Services Licensee Registered Office at 105-153 Miller Street North Sydney NSW 2060 and a member of the National Australia group of companies.
GENERAL ADVICE WARNING: The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information.
Opinions constitute our judgment at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document. View Terms & Conditions >