292 Payneham Road, Payneham SA 5070

(08) 8362 0060

(08) 8362 0061

info@owlfinancial.com.au

Testimonials

Thank you Chris for challenging our thinking in regards to managing money and how we saw our financial future. Prior to seeing Chris we were very focused on saving and planning for our overseas travel once we had retired.

Chris’s question to us was what are you waiting for? Why are you waiting for retirement before you travel ?  It was a light bulb moment for us & we have really taken this on board & recently booked our family holiday to Scotland. Without Chris we wouldn’t haven’t even contemplated this and now we are looking forward to our adventure and being able to share this great opportunity with our 3 children.

Chris also introduced us to a different way of managing our money. Our wages now go directly in to a cash account and we are paid weekly from this account. We have saved so much money by doing this and I love managing our money weekly.

Thank you Chris to you and your team for your great service and challenging our thinking around money as we are now not putting our dreams on hold!

Matt and Jenni Clark 

30th May 2017


Robert Slape, client of Chris Scriva 

5 April 2017

 

 

Judy Arthur, client of Chris Scriva 
5 April 2017

Michael Gancarz, client of Chris Scriva 

13 June 2017

Life has never been so good. Chris Scriva has done a fantastic job and has paved the way to our comfortable retirement. Very happy.

Kathleen Slape 

5 April 2017


Chris Scriva has been very frank and provided honest and knowledgeable advice. I recommend Chris Scriva of Owl Financial Management.

Phillip Meadows
25 May 2017

We have engaged Chris Scriva for 7 years and recommend him and Owl Financial Management.

 Debbie Boase
24 May 2017

 Attention Chris Scriva:

Last year we sought your services to advise us on planning for our financial security in retirement. We have had several meetings with Chris Scriva and his honesty and professional personalised approach immediately made us feel at ease. We feel very comfortable to place our finances in your care and guide us in the right direction. You always inform us of all the financial options and why they are chosen and this leaves us with a feeling of confidence knowing our finances are in your care, guiding us in the right direction. I have no hesitation in recommending you to our friends and family and would like to express our thanks to Chris and everyone at Owl Financial and look forward to a continued relationship with you.

Barry and Claire Sullivan

1st of May 2017

Clients since 2016


I originally came across OWL Financial Management when they were engaged by my previous employer to provide support to a large group of employees facing redundancy, of which I was one. Keen to make use of the resources we were provided, I attended the initial OWL information session and later met with Chris Scriva to discuss my own personal situation. Although I was probably one of the more sceptical clients that Chris had that week due to previous experiences with financial planners, he surprised me with a fresh take on how we could look at our finances. Chris challenged my thinking and impressed me within the short time we had together in our initial consultation, so I booked in a second session for my husband and I to meet with Chris together. Two years later, we have now built a strong and fruitful foundation of what we expect to be a long and successful partnership.kate-matt-hobbs

Chris approaches financial planning differently to what I’ve experienced before and come to expect from the industry. He takes a lot of care to understand your personal situation in terms of short, medium and long term goals, with a strong focus on your non-financial aspirations. This has been critical for us in not only helping us to shape our financial strategy and to significantly strengthen our financial position, but also in building a plan for other areas of our lives.

Chris challenges conventional thinking and demands your involvement in working out what is best for you, ensuring the path you travel down is not only suitable for your situation but also one you are able to travel down with a full understanding of how it impacts you. Chris is definitely not a “cookie cutter” service provider, nor is he someone who will set and forget your personal plan. If you are looking for a financial planner who can help you get where you need to go and who will press you to answer the hard questions you must consider to get there, I can highly recommend Chris as someone you should meet with.

Matt and Kate Hobbs
8th April 2014

 


I got great advice, which has help set me up for a comfortable future. I really had no idea about investments, but Chris was really helpful & listened to my future goals. He helped set me up in the right direction. Was very impressed.

Kristy Mason 
30 April 2015

Frank and LaurinePrior to “engaging” Chris as our financial adviser 12 months ago, we had been seeing another financial adviser with whom we were satisfied. We thought we were getting the right sort of advice that would help us through our retirement years. It was at a social gathering early in 2013 that Chris mentioned a few financial issues of which we were unaware. These were issues that we thought should have been addressed by our previous financial adviser.

To cut a long story short, it turned out that had we stayed with our previous financial adviser, our future retirement funds would have been adversely affected. Chris alerted us to opportunities and options that would benefit our situation, consequently we decided to employ Chris as our financial adviser. Since then we have been more than satisfied with his advice and service and are already seeing the benefits (particular financial) that have been the result of his knowledge and initiative. And a bonus is that we tend to sleep more comfortably knowing that Chris has our interests at heart.

Chris has been very professional, informative and helpful. Not once has he been pushy. He has the knack of explaining things in detail and in a simple way which is easily understood.

In this day and age, people are quick to criticise a product or service that does not meet their expectations, but reluctant to compliment someone when the product/service exceeds their expectations. Well we think the quality service we’ve received from Chris and the team at Owl has been exceptional. We would not hesitate in recommending Chris as a financial adviser.

Frank & Laurine Valente
Retired and thoroughly enjoying life – 22nd March 2016


Craig NobleAs many businesses trend towards off-shoring call centre’s and voice activated telephone services, it is refreshing to receive the personal service that Barry Phillis and his team provide at Owl Financial Management. Barry’s team have ensured that my portfolio has navigated through the difficult times minimizing the impacts of recent market turbulence, and is now well positioned for future growth.

Regular one-on-one meetings ensure that investment strategies are always current with market trends and my personal situation. I truly feel like my money is treated as if it were Barry’s money.

So if you (like me) are looking for peace of mind for the future performance of your nest egg, contact Barry Phillis.

Craig Noble, Business Development & Account Manager SA & WA for NorthgateArinso – 27th February 2012


 

Bill Jesser & Susan YoungMy wife and I have been struggling to get our business up and running and to keep on top of all our financials (mainly Issues). We have had the wolves at the door and one day we snapped and dumped our Accountant and came to see a Financial Adviser.

We had been dealing with Klaus Czabania (Barry’s former business partner who retired 2007) for a long time, when Barry took over he suggested a few things and honestly we haven’t looked back since.

Our Business is now growing and although we are not where we want to be just yet, we can see the light at the end of the tunnel.

Through our new Accountant (Sarah Robinson) and Barry Phillis we now have purchased our first Building through our super fund, which is completed leased and we can now see our Super working.

Thank you! We would recommend Barry and his team to anyone.

Bill Jesser & Susan Young, Liamsans Security Solutions


 

Ian-and-Sandy-Lidiard“Chris has taken on our finances on over the last couple of years and, by taking into account many factors including understanding our risk comfort levels and family situation, has given us confidence to change direction; bring in efficiencies with our super and taxation and work towards retirement goals. Providing sound advice, often beyond our expectations for example in succession planning and insurance, Chris has the experience, processes and connections to make things happen. Based on this we have and will recommend Chris to others.”

Ian and Sandy Lidiard DBA, Retired – 23rd April 2012
Year first hired: 2010
Top Qualities: Personable, Expert, High Integrity


 

Julia-Ritorto“THANK YOU for your time today (Chris Scriva). Honestly you have looked at this not only from a financial perspective but you have treated me as an individual and looked at my situation as a whole – lifestyle/goals/personality etc, not just like another number.”

Julia Ritorto – Director – ACLER
21st February 2015

www.acler.com.au


 

George Rogers“Chris Scriva is a proactive Financial Adviser who’s knowledge and customer service/care has allowed me to have total trust in meeting my goals and objectives and managing my investments and allows me to focus on my lifestyle. I highly recommend Chris to anyone looking for a financial adviser.”

George Rogers
15th April 2011


 

Peter IeraciI was introduced to Barry Phillis in May 2009 having been disillusioned with previous financial advisors that promised much but delivered very little. Barry did not rush in, but took the time to assess my situation and requirements, providing timely advice. I find Barry very personable and he expresses genuine interest.

Although I do follow the financial news, work life is too busy for me to seriously consider managing my own investments. However, I am happy in the knowledge that Barry contacts me when he feels something needs to be adjusted, or there is an opportunity that suits my investment needs and profile. I find that Barry does indeed finally fit the description of ‘Financial Advisor’.

Peter Ieraci, Business Operations Manager, Cisco Systems – 1st March 2012


 

Laurie Lucas“We have greatly appreciated the way Barry Phillis has facilitated our ‘Transition to Retirement’ and his tidying up of our wider financial affairs, while diligently accommodating our wishes.

When it eventually comes, retirement will not seem like “the great unknown” to us, with Barry working for us.”

Laurie Lucas, Pharmacist in Charge, National Pharmacies – 12 March 2012


 

Alan Clark“Having largely been let down by previous Financial Advisers, Chris Scriva was like a breath of fresh air. He took time and showed much patience to carefully explain all my financial options and work out the best plan for me.

That has proven most worthwhile. Chris regularly keeps me informed of any developments and always is accessible should I have a point to raise. His advice has been clear, concise, to the point and put over in a method easily understood by the layman. He has shown outstanding attention to detail.

Chris is very personable and has a friendly disposition that enhances talks on what could be very dry subject matter.

In short, he has proven a financial adviser whom I would not hesitate to recommend to anyone.”

Yours sincerely. Alan Clark Retired
23rd February 2012


 

‘Chris has been guiding both my wife and me through the transition to retirement journey for a few years now. He obviously knows his stuff as the outcomes have been much better than we had expected.

I retired recently (December 2011) and with Jan on long service leave would have been totally lost in the finance minefield that is now under construction by Chris to shape ongoing security for our family in the years ahead.

We have no hesitation in recommending Chris as we have done to family and friends.’

Jan and Bruce Scott, Retired
21st March 2012


 

Prior to “engaging” Chris as our financial adviser 12 months ago, we had been seeing another financial adviser with whom we were satisfied. We thought we were getting the right sort of advice that would help us through our retirement years. It was at a social gathering early in 2013 that Chris mentioned a few financial issues of which we were unaware. These were issues that we thought should have been addressed by our previous financial adviser.

To cut a long story short, it turned out that had we stayed with our previous financial adviser, our future retirement funds would have been adversely affected. Chris alerted us to opportunities and options that would benefit our situation consequently we decided to go with Chris. Since then we have been more than satisfied with his advice and service and are already seeing the benefits (particular financial) that have been the result of his knowledge and initiative. And a bonus is that we tend to sleep more comfortably knowing that Chris has our interests at heart.

Chris has been very professional, informative and helpful. Not once has he been pushy. He has the knack of explaining things in detail and in a simple way which is easily understood.

In this day and age, people are quick to criticise a product or service that does not meet their expectations, but reluctant to compliment someone when the product/service exceeds their expectations. Well we think the quality service we’ve received from Chris and the team at Owl has been exceptional. We would not hesitate in recommending Chris as a financial adviser.

Frank & Laurine Valente
Retired and thoroughly enjoying life
29th May 2014


 

My Superannuation Fund recommended Chris Scriva to me as a suitable Financial Advisor. This was a “New Frontier” for me, so I must admit that I began with a measure of caution and skepticism. However, my first meeting with Chris proved to be quite an eye opener, and by the end of our first meeting I was much more comfortable about what value Chris could bring to my financial affairs. After my first meeting, I realised that I had missed some vital opportunities because of my reluctance to see a Financial Advisor previously. I regret not having seen Chris several years earlier.

Since appointing Chris Scriva as our Financial Planner, Chris has promptly clarified for me any questions that have arisen from time to time, in an easy to understand way. I’m pleased to say Chris does not use confusing industry jargon when explaining things. Chris has a pleasant and professional manner, and is not at all pushy. He presents his recommendations for my evaluation with sound supporting information.

I have no hesitation in recommending Chris and the financial planning services he is able to provide.

Peter Brewer, Retired – 22nd March 2012


Chris is very knowledgable and is extremely passionate about the protection and generation of wealth. I have recently moved to Chris for advice I am seeking a proactive solution.

I highly recommend speaking to Chris about your financial goals and aspirations and he will proved a truly tailored solution.

Teresa Keown
10 September 2015

Chris is lovely. He has helped Greggie and I out in the lead up to our retirement. (In 10 years time)

Jan Chappell
26 March 2015
It makes us happy that our clients say use such lovely words to describe how we have worked with them. Love reading a nice testimonial.
Testimonials for Chris Scriva and Barry Phillis
Owl Financial Management ( OwlFM ) is an Adelaide Based Financial Advice / Financial Planning business.


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, 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.

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 >

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