The decline of the automobile. Getting your driver’s licence was once a rite of passage for Australians. Millions of baby boomers and Gen Xers can still call to mind every detail of their first car and the adventures, romantic and otherwise, they had in it. But the times they are a’changing. For the first time, […]
Australian investors can enjoy big tax savings with a unique system that prevents double taxation on dividends from shares – so make sure you’re not missing out on yours. If you’re looking for ways to boost your retirement income, there’s a simple and smart strategy to get more out of your investments. The returns you’re […]
Superannuation The only proposed superannuation change of significance is to extend the maximum life expectancy – from 12 to 24 months – to allow a terminally ill patient access to their superannuation. No other new superannuation measures were announced in this year’s Budget, in line with the Government’s 2013 election commitment to not make changes […]
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 […]
MARCH MARKET PERFORMANCE The Pulse US Federal Reserve reinforces a cautious approach to raising interest rates – entirely data dependent Eurozone growth showing some early positive signs of impact from ECB QE implementation Impact from lower oil prices yet to positively impact the global economy US corporate earnings being impacted by stronger USD China – […]
Summer is over and the days should begin to cool down now that autumn is here, but things are just beginning to heat up on investment markets. While the Reserve Bank’s decision to cut the cash rate to 2.25 per cent in February is a blow to anyone dependent on income from their investments, it […]
Summer is upon us and the traditional pre-Christmas madness is in full swing. Perhaps it’s the combination of disappointing economic data and too much bubbly, but speculation about which direction interest rates are headed has reached fever pitch on financial markets. The Reserve Bank of Australia (RBA) has been telling us mining investment will slow […]
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 >