292 Payneham Road, Payneham SA 5070

(08) 8362 0060

(08) 8362 0061


Latest News & Updates

Budget 2015 – Superannuation

 Superannuation The only proposed superannuation change of significance is to extend the maximum life expectancy – from 12 to 24 months – to allow a terminally ill patient access to their superannuation. No other new superannuation measures were announced in this year’s Budget, in line with the Government’s 2013 election commitment to not make changes […]

Budget 2015 – ‘ Google and Netflix tax ’

‘ Google and Netflix tax ’ In a move designed to stop profit shifting and tax avoidance by large multinational companies such as Google, the Australian Taxation Office has been given more power to recover unpaid taxes and issue additional fines of 100 per cent of those unpaid taxes, plus interest. In addition, foreign companies […]

Budget 2015 – Families

Families As previously announced, the government’s new .5 billion childcare reforms are not due to come into force until 2017-18, when the budget deficit is forecast to be substantially reduced. The move is designed to get more families to increase their working hours and is targeted at families earning less than 0,000. The bulk of […]

Budget 2015 Advance Australia Fair

Federal Budget 2015 After criticism that his first Federal Budget was too tough and unfair, Treasurer Joe Hockey has used his second budget to restore the confidence of ordinary Australians and shift the focus to jobs, growth and opportunity. Gone is the talk of a budget emergency. Instead, the Coalition government has unveiled nearly $10 […]

Back to the classroom – University

If you think you’re too old to go back to university, think again. The latest figures from the Australian Bureau of Statistics (ABS) show that 41% of university students are aged between 25 and 64 years of age – with an additional 1% aged over 64. And while almost 57% of mature age students already had […]

MARCH Market Performance

MARCH MARKET PERFORMANCE   The Pulse US Federal Reserve reinforces a cautious approach to raising interest rates – entirely data dependent Eurozone growth showing some early positive signs of impact from ECB QE implementation Impact from lower oil prices yet to positively impact the global economy US corporate earnings being impacted by stronger USD China – […]

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 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 >