September is upon us and spring is in the air. Our farmers and firefighters will be hoping for some soaking rain to ease the drought and ward off bushfires. Meanwhile, AFL and NRL fans will be hoping the sun shines on their team this finals season. Economic news was overshadowed by political instability in August, […]
From lending money for a deposit to buying them a house outright, what is the best way to help your kids crack the property market? Property prices are soaring across Australia, with the national median house price hovering well above $600,000. A recent MLC survey showed that almost two-thirds of Australians believe the next generation […]
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 […]
Just because your children are adults, with good jobs and maybe even married with children of their own, it doesn’t mean they shouldn’t be considered in your retirement plans. Family is a risk that many don’t consider when planning for retirement. After all, you probably have little or no debt now the kids are independent […]
Around half of us make New Year’s resolutions – but only around 12% manage to succeed. With getting out of debt and sorting out our finances high on the wish list each year, here are three tips to help you keep your resolution and make 2016 a financial success. Around half of us make New […]
Want to make the school holidays fun without spending a fortune? Here are five tips for keeping the kids happy on the cheap. Start with a budget It’s easy to overspend on holiday activities. A family trip to a city zoo can set you back more than $100 a day, while more glamorous activities, like robotics […]
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 […]
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 […]
Future proof your family: Life has a habit of throwing us curve balls. How else to explain that every day in Australia 18 families lose a working parent and a chunk of their future income. That’s a strong argument for protecting your loved ones with adequate life insurance. And it’s not just the breadwinner’s life […]
Whoever said, ‘the more things change the more they stay the same’, was dead wrong when it comes to life insurance. While protection against adversity is always wise, your actual needs change as you move through different ages and stages of life. From when you take your first job and go out into the world, […]
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 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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