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Some Australians are banking on inheritance to secure retirement

Some Australians are banking on inheritance to secure retirement

Almost one third of all Australians may be relying on the inheritance to pay off the mortgage and ensure their financial security in retirement, according to recent research from IPSOS and MLC, the Australia today report. Lifestyle trumps mortgage as a goal for the future The issue seems to be our ability to pay off […]


Many Australians are banking on government support in retirement

Many Australians are not confident they have enough assets to support their retirement, according to research from IPSOS and MLC, the Australia Today report, with 43% saying they will need to rely on support from the Australian Government. Among lower income earners, (social grade DE, with annual household income of $33,000), 62% agreed they would […]


The new Australian dream is paying off the mortgage

Paying off the mortgage is the new Australian dream, according to new research from MLC, the Australia today report, with almost 80% of Australians placing outright home ownership as their most important priority. While we dream of owning our home outright, it’s our mortgage that’s become our biggest burden. MLC’s research shows that if gifted […]


Millionaires in Australia aren’t rich anymore

Three in five Australians (59%) believe that being worth $1,000,000 doesn’t mean you’re rich in Australia any more, according to new research from MLC, the Australia today report. Further, almost half of us believe you need a household income of more than $150,000 to live ‘comfortably’ in Australia today.   The poor millionaire Not long […]


The new cost of being comfortable

Australia’s perception of a comfortable lifestyle has shifted significantly upwards in recent decades, according to MLC’s new research, the Australia today report. For most, this new comfortable living comes at a high cost. Almost half of all Australians believe you need a household income of at least $150,000 to maintain a comfortable lifestyle in Australia. […]


The new Australian lifestyle isn’t so average

Overseas holidays, new cars and having the latest technology aren’t considered luxuries anymore, but are standard lifestyle expectations of the new ‘average’ Australian, according to new research by MLC, the Australia today report. It’s all about what we define as average, and it’s not so average anymore, with Australians’ perceptions of a middle class standard […]


Australia today – it’s all about lifestyle

It’s a tough life for today’s average Australian…or so they think, according to new research by MLC. The Australia Today report, conducted by IPSOS, assesses the lifestyle, financial security and retirement plans of 2000 Australians. Maintaining a decent home and car in a metro suburb, enjoying regular eating out and entertainment, plus an annual overseas […]



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, Paul Cetrangolo 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.

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