Level 3, 18 Dequetteville Terrace, Kent Town SA 5067

(08) 8362 0060

(08) 8362 0061


Personal & Future Protection

Safeguarding Your Future

What would your future look like if you had no income for a prolonged period due to an illness or accident? Could you make ends meet?

Chances are you have a friend, colleague or family member who has dealt with an unexpected health issue which has left them incapacitated, or the death of a loved one, yet we still fall into the trap of thinking it will never happen to us.

We protect our vehicles, homes and contents from theft, fire and accidents, but often neglect to protect the most valuable asset we have – our good health and earning capacity.

Did you know that 60% of Australian families with dependants would run out of money within 12 months if the main income earner were to die, while 1 in 3 Australians may be disabled for more than 3 months before turning 65.*

Personal protection is not something you can afford to ignore.insurance image for the website

You should assess the level of personal protection you need throughout life as significant events occur, such as:

  • Starting your first job
  • Entering or leaving a long-term relationship
  • Having children
  • Taking on a mortgage or other debt
  • Starting your own business

Plans for your personal protection should form an integral part of your overall wealth management strategy. Arrange a consultation with Owl Financial Management today, to safeguard your tomorrow.

*Stats by http://www.tnsglobal.com/global/alm/australia/

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 >