292 Payneham Road, Payneham SA 5070

(08) 8362 0060

(08) 8362 0061


Latest News & Updates

Economic update Autumn 2015

Summer is over and the days should begin to cool down now that autumn is here, but things are just beginning to heat up on investment markets. While the Reserve Bank’s decision to cut the cash rate to 2.25 per cent in February is a blow to anyone dependent on income from their investments, it […]

Market Update – January 2015

With the exception of the US, global equity markets continued to gain traction throughout January. This is due to lower oil prices, lower interest rates and improved consumer confidence. The USD continues to gain ground against most currencies which reinforces the strength of the US economy. The Eurozone economy remains weak which has resulted in […]

2014 Year in Review : A Surprise Package

If ever there was a year that proved the benefits of diversification, 2014 was it. Despite all the noise and tumult on global markets, on balance last year was good to local investors. Overseas shares, global bonds and Australian residential property were stand-out performers that more than made up for patchy returns from local shares. […]

Financial things you should know by the time you’re 30

Finances are not always straight forward. Depending upon your financial personality and your personal situation, your first whiff of your own cash most likely went one of two ways: you were either overcome with a sense of freedom and extravagance and blew it all in one hit OR you became Scrooge and stocked it all away. Ok, so perhaps it was somewhere in between, but you get the drift!

Resolutions for a wealthy future

Shedding a few kilos and getting fit are popular New Year’s resolutions, but along with improving your health why not resolve to boost your wealth in 2015? The best way to do that is to have a clear picture about what you want to achieve. Perhaps you want to buy a new car, save a […]

Avoiding the busy-ness trap

If you’re exhausted by the time the weekend rolls around and feel like there’s an ever-growing list of things to do in an ever-shrinking time span, you are not alone. According to the Australian Psychological Society’s annual survey, three in four Australians believe stress is affecting their health. This could have something to do with […]

Plenty of upside in downward dollar

Australians planning an overseas holiday may be lamenting the fall in the dollar, but for investors and much of the country there are plenty of positives. As a nation heavily reliant on exports the weaker dollar makes us more competitive and helps to underpin much needed economic growth. Investors with exposure to international equities and […]

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 >