Level 3, 18 Dequetteville Terrace, Kent Town SA 5067

(08) 8362 0060

(08) 8362 0061


Retirement Planning

Retirement Planning – Enjoy your “golden years”

You never know what the future holds. You could live to 108!

Which is why it’s never too early to start thinking about your retirement plan and asking questions like:

  • At what age can I retire?
  • How much will I need to live comfortably?
  • How can I maximise my retirement funds?

At Owl Financial Management we consult with you to evaluate your current position and assess your goals and objectives to determine whether you can meet them. We then develop the most appropriate strategy for your personal situation to maximise your retirement options and make the most from your investments.

A key goal for anyone is to be able to retire in style and the key to making sure you have an enjoyable retirement is taking the time to plan ahead.

Our retirement planning strategies can help you:

  • Prepare for your retirement
  • Generate retirement wealth
  • Ensure you obtain the maximum tax benefits
  • Secure your assets
  • Provide you with an appropriate income throughout your retirement

Retiring and maintaining your desired lifestyle, both during your working life and your retirement, requires planning ahead. The sooner you start planning for your retirement, the better lifestyle you will enjoy at the end or your working life.

Our retirement planning services can help you to plan and manage your financial situation. Talk to us about how you can maintain a regular income, enjoy life and retire with confidence.

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 >