Client Case Studies
Approaching Retirement – Benefits of Ongoing Advice
A real-life example of how a 15 year client-adviser relationship with Elliot Watson Financial Planning has seen a couple flourish in retirement with over $1.4 million in wealth, despite the…
Pre-Retirees – Never Too Late
This is a true case study of how the client-adviser relationship has helped a couple concerned about their impending retirement, with not much of a nest egg, execute a strategy…
Starting Out
A client example of how the ongoing client-adviser relationship has helped a young couple leapfrog into their dream home, start a family, grow their careers, protect their lifestyle, and set…
Debt Management & Wealth Creation – Client Solutions
Client Situation James and Deanna were a young couple that had been struggling to start a family. The pressure of trying to start a family was having a massive impact…
Family Changes & Dreams – Client Solutions
Client Situation Andrew and Kimberly were about to have a new baby. They had both previously been married and each had children from their past marriages. With their fourth child…
Property – Client Solution
Client Situation Jason and Chloe were a determined young couple. They had big dreams to buy a block of land and build a new home, pay for an extravagant wedding…
Debt – Case Study
Debt is needed in many circumstances to help us get the things that we want and need today. However if we aren’t careful our debt can get on top of…
Permanent Incapacity / Workers Compensation – Case Sudy
Life changing events can happen in an instant and our health can deteriorate to a degree that we are unable to ever return to work and produce an income. This…
Terminal Illness – Case Study
Unfortunately, life does not always go the way we plan, life can sometimes take a completely unexpected and devastating turn. Of course our first thought, when confronted with such a…
Pre-Retirement Planning – Case Study
You have worked hard for many years and retirement is on the horizon, however, because compulsory superannuation did not commence for some time after you turned 18 and you have…
Family Life – Case Study
Having children and starting a family is one of the best things you will ever do but there is a catch you are responsible for more than just yourself. The…
Double Income No Kids – Case Study
Double Income No Kids also known as DINKS is and will be one of the best times and opportunities in your life to get ahead, prepare for your future together…
Starting Out – Case Study
It’s the start of your career? So, now is the greatest opportunity you will ever have to get the financial foundations in place to create wealth and set yourself up…