Life insurance is one of the most important investments you can make to protect your family’s future wellbeing. And like any investment, it needs careful consideration. Taking out too little or too much insurance can be costly. Failing to disclose all relevant information to an insurer could result in a claim being denied – possibly […]
Decisions around aged care are always difficult and emotional. From the start of next year they are likely to get even more complex, with both the Age Pension and aged care sectors set for another shake-up. Currently, many people entering aged care choose to keep their former home and rent it out to help supplement […]
Mindfulness has become the new buzzword of the lifestyle magazines. We’re urged to eat mindfully, exercise mindfully, parent mindfully – even to work mindfully. But what does it really mean and can it really help us lead a happier, healthier life? What do Hollywood stars, corporations, psychologists and the Dalai Lama have in common? All […]
If your kids are spending more time on screens than in the great outdoors, it’s time to take action. Here are five ideas to help them ‘switch off’ – and reconnect with the real world. Between the iPad, X-box, TV and computer, it can be hard to spend real quality time with your kids. While […]
One of the toughest financial and emotional decisions when moving in to residential aged care often involves the sale of the family home. Sometimes turning the home into a rental property is a more appealing option. Not only does renting the house out delay making a decision to sell or avoid a fire sale, but […]
We Aussies have a reputation for being laidback, so it comes as a surprise that we don’t tend to sleep in. When Jawbone crunched the data from the activity trackers it has sold around the globe it discovered the world’s earliest rising international city wasn’t frenetic Tokyo or bustling New York, but sunny Brisbane. It […]
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 […]
They say you are what you eat, but what you buy and don’t eat may say more about your future health and prosperity if you allow waste to chew away at potential grocery savings. Food for thought Australians throw away a staggering $5.2 billion of uneaten and spoiled food every year. While it may be […]
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, […]
While Australia has had an extraordinary run of good economic times, when it comes to employment the market is becoming more competitive, with unemployment trending upwards and wages flatlining. It’s an environment where everyone – young, old, self-employed or rusted-on staffer – can benefit from an active approach to professional development. Invest in YOURSELF If […]
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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