“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.
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.