New research from the Financial Advice Association Australia (FAAA) confirms what we've seen with our own clients for years: working with a financial adviser makes all the difference to how secure and confident people feel about money. The 2025 FAAA…
It is one of the most common investment questions in Australia: should you choose property or shares? The honest answer is not the most exciting one. When comparing investing in property vs shares, the best choice isn’t always the one…
If you’re thinking about selling your home later in life, you may have heard the term “downsizer contribution” and wondered what it actually means. A superannuation downsizer contribution is a way to put some of the money from selling your…
As we approach 30 June, now is the ideal time to review your finances, superannuation and long-term goals to ensure you're making the most of the opportunities available before the end of the financial year. At Watson Wealth, our financial…
The 2026 Federal Budget introduced a broad range of proposed measures affecting taxation, investments, property, aged care, government support and the cost of living. While many of these announcements are still proposals and may change before becoming law, they provide…
If you have ever asked yourself, “How much super do I need to retire?” you’re not alone. It’s one of the most common retirement questions Australians ask, and the answer depends on the lifestyle you want, not just your age…
Congratulations on your job promotion or salary increase! A job promotion, salary increase, or new high-paying role is a significant achievement—congratulations! While extra income is exciting, it also brings new financial responsibilities. For high-income earners, making informed decisions about your…
Upsizing your home is more than just extra square footage—it’s about creating the lifestyle you want and ensuring your home is a better fit for your family’s needs. Whether you’re starting to feel cramped in your current home or planning…
Passing down property is a thoughtful way to leave a legacy and a big part of Intergenerational Wealth Transfer in Australia but both benefactors and inheritors must be prepared for the financial, legal, and emotional complexities involved.
Inheriting a share portfolio as part of Intergenerational Wealth Transfer can be a significant financial windfall, but it also requires careful management.