About Us | Owl Financial Management

“True financial planning is not about selling clients products – it’s about listening to their situation and providing appropriate solutions developed through knowledge and understanding.”

This is the philosophy of, Adelaide Based, Owl Financial Management Owner Barry Phillis. This is upheld and maintained by the entire Owl Financial Management team.

Our goal is to provide quality financial advice which embraces every aspect of your financial life: growth, protection, control and distribution of wealth.

Acting as the hub of your financial life, we will communicate with your existing accountant, lawyer or banker to create seamless financial relations. If you don’t currently have relationships with these parties, we’ve developed strategic alliances with a number of professionals who we can call upon at your request.

We will always be here to offer sound advice and implement the right financial strategy to complement the choices you make for your financial future.

Our Aim

We seek to work with you to develop a comprehensive financial strategy to suit your current situation, while helping you achieve the lifestyle you desire.

This is done by analysing your current financial position, identifying your future goals and any obstacles that may stand in the way.

Creating wealth is pointless if you have no purpose, so our system brings your goals into clear focus and highlights what is realistic. Our quality procedures allow us to fully understand your current financial position and where you’d like to be. This gives us a better understanding of your dreams and ambitions so we can tailor your plan for success.

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.