Making the decision to see a financial planner means that you want to make a positive difference to your financial future. A professional financial planner can help you to understand the intricacies of investing, taxation, and the ever-changing legislation around superannuation. Here are four things…
In preparation for your meeting with Elliot Watson Financial Planning we ask that you have ready the following information: Identification – copy of your driver’s license(s). If not available, then passport/proof of ID card. Superannuation – copy of your most recent superannuation fund. If you…
Having a financial plan in action is one of the most important things you can do in life. It gives your finances direction and gets you closer to your goals. What is equally important is reviewing and revising your plan regularly. The…
Risk assets faltered The rally from December resumed with most equity markets up for the month. Global shares were up 2.3% and 2% in hedged and unhedged terms, respectively. Domestically, Australian shares underperformed international markets this month with 1.8% performance…
Meet Jose Hernandez Jose has recently joined our team as a Financial Adviser. With over 13 years’ experience in the profession Jose previously worked as a Financial Adviser at Strategic Asset Management Group. We are thrilled to have Jose onboard…
Many Australians do not consult financial planners because of preconceived misconceptions they hold about advisers. No matter what your stage in life consulting a financial adviser is an investment in your future. A financial planner will work with you to…
Risk assets faltered The rally from December faltered slightly with most equity markets down for the month. Global shares were down 2% and up 0.3% in hedged and unhedged terms, respectively. Domestically, Australian shares underperformed international markets this month with…
Markets rallied on rate cuts… The rally from December has continued into July with most equity markets up for the month. Global shares were up 1.1% and 2.3% in hedged and unhedged terms, respectively. Domestically, Australian shares outperformed international markets…
Elliot has been recognised as a finalist in two separate national awards, cementing him at the pinnacle of the financial planning profession. Being named a finalist for these two prestigious awards is testament to the dedication to excellence and client…
Meet Andrew Larkin We are excited to share that Andrew Larkin has joined the Elliot Watson Financial Planning team in the role of Adviser Support. Andrew will be working closely with Elliot to support him on delivering comprehensive advice to…