Charles Dickens first penned a similar decree in his novel, David Copperfield, (only he explained it in pounds and shillings). But it’s as true today as it was in the nineteenth century. To get ahead we need to spend less than we earn. The first step is to know where your money goes – how […]
The word “thrifty” is rarely thought of in a positive sense but that’s not fair because if we continually spend more than we earn, our debts will eventually catch up and other words such as “default” or “bankrupt” might become more familiar. Being thrifty doesn’t mean doing without – quite the opposite. Here are six […]
Keep your household finances in the positive and reap the rewards As the prices of petrol, groceries, school fees, electricity and water all creep upward, families are under increasing pressure just to make ends meet. So how can families cover the cost of everyday living and still manage to put some savings aside? One way […]
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 […]
Finances are not always straight forward. Depending upon your financial personality and your personal situation, your first whiff of your own cash most likely went one of two ways: you were either overcome with a sense of freedom and extravagance and blew it all in one hit OR you became Scrooge and stocked it all away. Ok, so perhaps it was somewhere in between, but you get the drift!
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 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 >