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 […]
We’ve all heard the term work life balance many times. But how many of us actually achieve it? Work life balance means different things to different people. It’s possible to get the balance that’s right for you – but it does take some planning. What is work life balance? Simply put, work life balance is […]
Most of us dream of leaving the workplace early. Here’s how you could make that dream a reality. 1. Build your super up Your super balance is your ticket to an early retirement. The sooner you put money into it, the more time it has to grow – thanks to the multiplying power of compound […]
Debt we like Good debt helps you buy an asset that is likely to rise in value or generate an income for you in the future. Good debt can include: A home loan, as the value of your property is likely to rise over time. Borrowing money to start a business, since it enables you to […]
How the great outdoors got its groove back Caravanning and camping are sometimes seen as old-fashioned holiday options, but times are changing. Improved technology and facilities and a falling Aussie dollar have seen a resurgence in the back-to-nature getaway. And if you think it’s only retirees and boy scouts ‘roughing it’, think again. In fact, […]
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 […]
What do Bill Gates, Warren Buffet, Sting and Nigella Lawson have in common apart from wealth? This mismatched bunch is part of a vanguard of rich parents who have vowed not to leave multi-million dollar legacies to their children. While some wealthy parents may believe their progeny are not equipped to handle wealth wisely, others […]
Australians’ long-lasting love affair with property is a major factor in our increased wealth but there are growing concerns that heavy dependence on a single investment strategy may not be healthy. Like every asset class, property moves in cycles and the cracks could be starting to appear in a market that has made Australians the […]
Take a future view – level versus stepped premiums: Australia has a reputation of being one of the most underinsured countries in the developed world. Less than one third of Australians insure their ability to earn an income and yet 83 per cent don’t think twice about having car insurance. Many believe the automatic income protection cover […]
Today’s retirees often have a bucket list including everything from overseas travel to learning new skills and spending time with friends and family. It’s safe to say that residential aged care is probably not on the list. Most people avoid talking about aged care, let alone actively plan for it. ‘I suppose I could go […]
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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