I have to admit, I get a real buzz when I hear someone talking about not knowing what to do with their money. The buzz comes from the excitement I feel knowing that I can help them. It might be in some small way, but more often it’s enough to help make a major change […]
To say that Donald Trump’s election as President of the United States took the world by surprise is an understatement. Markets hate surprises and uncertainty, so a short-term period of volatility is to be expected. But as investors begin to digest the new policy direction, buying opportunities could arise. So, what do we know of […]
The below video is an explanation of how you can work with a Financial Adviser: Owl Financial Management is an Adelaide based financial planning firm. You can contact us on 08 8362 0060 Why use a Financial Adviser
It is a common question that we get asked about the best types of mortgage structure. Some mortgages are very simple, others have bells and whistles on them. We speak to a lot of clients about offset accounts. Now offset accounts are actually savings accounts sitting within a mortgage structure. Keep reading to find out […]
Most advisers would agree that couples in a marital relationship who carefully co-ordinate their investment portfolios along with their other personal finances can potentially put themselves in an excellent position to reach their shared long-term goals. This joint approach to investing can include ensuring that the asset allocation of all of their investment portfolios – […]
Juggling multiple debt payments? Consolidating all your debts into one loan may help – but make sure you do your homework before you take action. Got credit cards, personal loans and a car loan too? If you’re struggling to pay it all off, you may have considered consolidating all your debts into one loan. There […]
From lending money for a deposit to buying them a house outright, what is the best way to help your kids crack the property market? Property prices are soaring across Australia, with the national median house price hovering well above $600,000. A recent MLC survey showed that almost two-thirds of Australians believe the next generation […]
Did you know that around 90 per cent of women end up with not enough superannuation savings to fund the lifestyle they want in retirement? In fact, the average superannuation account balance for women when they retire is around $90,000 less than the average for men. There are a number of reasons why this is […]
While spring is renowned as the time that sellers dust off their properties and place them on the market, this doesn’t mean it is necessarily the best time for buyers to go shopping. One of the biggest issues with shopping in spring is the flood of other buyers looking to snag their dream homes, which […]
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.
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