Level 3, 18 Dequetteville Terrace, Kent Town SA 5067

(08) 8362 0060

(08) 8362 0061


Pre & Post Retirees

retireesIt is never too early to start planning your retirement, but have you asked:

  • How much money will I need in retirement?
  • Do I have enough?
  • Will my money last?
  • Have I made the right choices?

These are the questions you need to answer to ensure that no matter what age you’re planning to retire at, you can enjoy a comfortable lifestyle free from financial worry.

The experienced team at Owl Financial Management will help you answer these questions and develop comprehensive pre and post retirement strategies to boost your super savings, reduce your tax and keep you in control and on track.

We can help you obtain Centrelink Age Pension benefits (if applicable) and guide you through the maze of paperwork Centrelink requires.

Listed below are some of the key areas you may need to consider for pre and post retirement:

  • Superannuation
  • Tax Planning
  • Salary Packaging
  • Budget & Cashflow Management
  • Personal Protection
  • Estate Planning

We’ve provided solutions in these areas for many of our Pre & Post Retiree clients. Ensure you enjoy the retirement you deserve and book an appointment with one of our financial experts today.

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 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.

Opinions constitute our judgment at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document. View Terms & Conditions >