If you entered the world between 1980 and 1996 you’re part of the “millennial generation”. You’ve grown up in an age of unprecedented abundance and incredible technical innovation, and as a group, enjoy a greater wealth of opportunity – professionally, socially and recreationally – than any previous generation. Many goods and services have never been […]
So you’ve carefully filed all your important documents but how can you protect them from being destroyed if the worst happens to your home or business? Follow these tips to help you disaster proof your important documents and financial records. Secure important documents Keep an electronic copy offsite Back it up in the cloud Use […]
If your kids are spending more time on screens than in the great outdoors, it’s time to take action. Here are five ideas to help them ‘switch off’ – and reconnect with the real world. Between the iPad, X-box, TV and computer, it can be hard to spend real quality time with your kids. While […]
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 […]
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 […]
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 […]
Innovations made possible through crowd funding may be the type of investments established lenders run a mile from, but many would have paused to look over their shoulders this year when Facebook paid US$2 billion for a gaming accessory originally bankrolled by a group of online philanthropists. Start-ups tap the crowd for funds. From humble […]
Just a few years ago the notion that you could pay for things by waving a card in the air – let alone your mobile phone or watch – would have seemed ridiculous. But fast forward to the present and carting around currency is rapidly becoming as archaic as mailing a letter. There are a […]
The decline of the automobile. Getting your driver’s licence was once a rite of passage for Australians. Millions of baby boomers and Gen Xers can still call to mind every detail of their first car and the adventures, romantic and otherwise, they had in it. But the times they are a’changing. For the first time, […]
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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