Level 3, 18 Dequetteville Terrace, Kent Town SA 5067

(08) 8362 0060

(08) 8362 0061

info@owlfinancial.com.au

Testimonials

 

 

 

Craig Noble

Testimonial – Barry Phillis and Owl Financial Management

As 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


Testimonial – Barry Phillis and Owl Financial Management

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


Testimonial – Barry Phillis and Owl Financial Management

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


Testimonial – Barry Phillis and Owl Financial Management

“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

 

 


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 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 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 >