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. https://youtu.be/6uCBQoc4RL4…
On 29th February 2016 Elliot Watson Financial Planning was born. In the five years since the business has gone from strength to strength with the expansion from one business to five, one employee to ten and one location to three.…
Vaccination rollouts en masse Global shares fell 0.8% and 0.4% in hedged and unhedged terms, respectively. Global equities were influenced in part by volatility in US markets. Sizeable retail-initiated positioning in certain small stocks triggered de-leveraging (selling positions) by investors…
Imagine what you would do if you suddenly received a large lump sum of money. The first thought for many is to fulfil immediate desires, like taking a big family holiday, or to purchase expensive things that change your lifestyle…
Volatile markets are here to stay, but the principle of investing and staying the course has never held more weight when looking at 2020 in reflection. Stay The Course When COVID-19 was announced, there was an air of fear and…
Vaccine hopes remained high Global shares rose 3.4% and fell 0.5% in hedged and unhedged terms, respectively. Global equities were weighed down by a rotation into stocks that stand to benefit from coronavirus vaccine rollouts such as oil producers. By…
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…
Vaccine hopes surged Global shares rose 7.7% and 12.2% in hedged and unhedged terms, respectively. Global equities were led on the upside by European equities with the German market up 15% and the French rising 20.1%, both in local currency…
A good number of Australians have set up Self-Managed Super Funds (SMSFs) to control their retirement savings. The advantages of this approach depend on your circumstances, abilities, and inclination but are particularly appealing to pre-retirees. Maintaining a SMSF requires extensive…
Meet Jenny Babekuhl Jenny recently joined our team as a Client Service Manager. She has over 16 years’ worth of experience in the financial planning sector and we are thrilled to have her on board. She brings a wealth of…