292 Payneham Road, Payneham SA 5070

(08) 8362 0060

(08) 8362 0061


Escape the winter blues – without breaking the bank!

Escape the winter blues – without breaking the bank!

Have you been feeling a bit sluggish as the winter weather sets in? Are you craving richer meals, sleeping in a bit more, and generally feeling a bit flat? There could be a scientific explanation. Seasonal effective disorder (SAD), otherwise known as the winter blues, is a real condition. It’s more common than you might […]

Let’s go to Rio!

This August, more than 10,000 elite athletes from 206 countries will descend on Rio de Janeiro to take part in the 31st Summer Olympic Games. And it’s not too late to be part of the fun. The Olympic Games kick off in Brazil on 5 August 2016, bringing together the finest sportsmen and women in […]

Travel for less

By planning in advance and shopping around, you can have a great holiday that won’t put you into debt. We all love to travel – but there’s nothing worse than coming home to a big credit card bill. Luckily, a little planning can help you stick to budget without clipping your wings. Time and place […]

The true cost of travel

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 […]

Plenty of upside in downward dollar

Australians planning an overseas holiday may be lamenting the fall in the dollar, but for investors and much of the country there are plenty of positives. As a nation heavily reliant on exports the weaker dollar makes us more competitive and helps to underpin much needed economic growth. Investors with exposure to international equities and […]

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 >