Level 3, 18 Dequetteville Terrace, Kent Town SA 5067

(08) 8362 0060

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2016 financial year in review – from Grexit to Brexit

2016 financial year in review – from Grexit to Brexit

The year to 30 June 2016 was in many ways an extraordinary year with a range of both positive and negative influences at play. Regrettably for investors, the financial year concluded just as it started with considerable uncertainty and market volatility. The year was a difficult one for investors The year began with Greece centre […]

December 2015 – Summer Update

December is here and as the temperature rises the countdown to the Christmas break begins. But it appears at least one Australian is determined to ‘chill’. When Reserve Bank governor Glenn Stevens was asked recently about the possibility of an interest rate cut he said: “We’ve got Christmas, we should just chill out …come back […]

Default super – by choice

An enduring myth is that super fund members who do not nominate a super fund to receive their compulsory employer contributions are probably disinterested in their retirement savings. In reality, research over the years suggests that many members have concluded that their employers’ default fund is appropriate for their circumstances. In other words, they have […]

Surviving the summer

An Australian summer evokes images of sun, sand and sea. But there’s a serious side too – with extreme weather events and other dangers more prevalent in the hotter months. Here are some tips to help you make this summer a safe one. Bushfires For many parts of Australia, summer brings with it a high […]

October Update 2015

October is here and it promises to be a month of thrills and spills for footy fans, from the AFL and NRL finals to the Rugby World Cup. While excitement builds on the field, local investors could be forgiven for wishing they lived in less interesting times. Global sharemarkets have been volatile since late August […]

Start-ups tap the crowd for funds

Innovations made possible through crowd funding may be the type of investments established lenders run a mile from, but many would have paused to look over their shoulders this year when Facebook paid US billion for a gaming accessory originally bankrolled by a group of online philanthropists. Start-ups tap the crowd for funds. From humble […]

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 >