One of the major themes for local investors in 2018 is the fall in the Australian dollar, and it’s not just Aussie travellers heading overseas who are affected. Currency movements can have a big impact on your investment returns, but where there’s risk there’s also opportunity. The Aussie dollar has dropped from a high of […]
It’s been a decade since the market crash known as the Global Financial Crisis rocked the investment world. At the time investors could only watch in disbelief as 50 per cent was wiped off the value of their shares. Arguably, the actions those investors took are still reverberating today. Which begs the question: what are […]
Autumn has arrived after a flurry of economic data on the home front during February. The company reporting season for the six months to December was extremely positive overall, confirming that corporate Australia is in good shape. CommSec’s survey of results from the ASX top 200 companies showed 94 per cent recorded a profit in […]
Reproduced with permission of Fidelity Australia by Michael Collins, Investment Commentator at Fidelity Are we headed for a global recession? Remember the hype about the “super cycle” that justified record commodity prices? The term to describe “higher-for-longer” commodity prices was based largely on ever-climbing demand from the Chinese as the country industrialised. Amid the excitement, […]
Pick an Australian, any Australian, and chances are they dream of buying a home or upgrading the one they already own. There’s the emotional satisfaction of knowing you own the roof over your head, the freedom to rip up carpets and keep a pet, and the stability it offers as you raise a family. But […]
The first place Australians turn to in the search for a safe haven for their savings is generally the bank. But safety can bring its own risks. When interest rates are low, the biggest risk to your future prosperity is inflation. Inflation slowly nibbles away at the value of your money, so that $100 deposited […]
Market Update Highlights: Greece debt crisis unsettles global equity markets China Shanghai Composite Index down 25% during June – but up 150% in 12 months US continues to be the engine of global growth Quantitative easing reflected in improving Eurozone economic data through June China PBoC provides further stimulus and measures to maintain growth and […]
It’s the start of a new financial year – a great time to formulate some financial resolutions to make the coming year your most prosperous yet. It’s also an excellent time to take stock of the year that was. On the global stage, the year finished where it began. In the US, the economy continues […]
Got itchy feet? If you love to travel, you know that it doesn’t come cheap. But by planning ahead and acting smart you can save on costs – so you can pack your bags for that trip of a lifetime sooner. It’s no secret that travelling can be expensive, but it doesn’t have to break […]
When Donald Horne coined the phrase The Lucky Country in 1964, it was not meant as a compliment. He argued that we were riding our luck on the back of our natural resources rather than creating our luck through innovation. That hasn’t stopped us adopting the phrase to describe our economic good fortune. But now […]
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.
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