A quality education is a lifelong resource and a powerful launching pad for young Australians. But with education costs rising at more than twice the rate of inflation, it’s more important than ever to plan ahead for the investment you’re making in your child.i Grandparents may also like to help their family by investing money […]
It’s 2016. We’re well and truly in the digital era. Statistically speakingi, you probably not only have a desktop computer, but a laptop and a smart phone too. You, along with most Aussies, are more connected than ever before. Whether that’s a good thing is up for debate. For business, socialising and entertainment, the answer […]
Most of us are good at talking but when it comes to listening, our skills can usually do with a bit more polish. Whether we are at work, at home, or out with friends, we tend to be more interested in what we are saying or want to say next, than in hearing what others […]
Debt we like Good debt helps you buy an asset that is likely to rise in value or generate an income for you in the future. Good debt can include: A home loan, as the value of your property is likely to rise over time. Borrowing money to start a business, since it enables you to […]
Preparing for an unknown future: Many people go through life believing serious illness or injury cannot happen to them. But in reality, the chances of a trauma event are quite high. For instance, one in three Australian men and one in four Australian women will be diagnosed with cancer before they reach 75. The Lifewise/NATSEM […]
Federal Budget 2015 After criticism that his first Federal Budget was too tough and unfair, Treasurer Joe Hockey has used his second budget to restore the confidence of ordinary Australians and shift the focus to jobs, growth and opportunity. Gone is the talk of a budget emergency. Instead, the Coalition government has unveiled nearly $10 […]
If you think you’re too old to go back to university, think again. The latest figures from the Australian Bureau of Statistics (ABS) show that 41% of university students are aged between 25 and 64 years of age – with an additional 1% aged over 64. And while almost 57% of mature age students already had […]
Financial Advisor Adelaide
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.
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