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Client Situation

Gayle had recently been diagnosed with post-traumatic stress syndrome and medically discharged from the NSW police force. Due to her medical condition and termination of employment she was about to receive several lump sum payments totalling just under $1 million. In Gayle’s delicate situation and without educated advice, her lump sum payment would have incurred an excessive amount of tax and would have had a significant long term financial effect.

Solution

Our experienced financial adviser worked closely with Gayle to develop a personalised strategy that she was comfortable with and gave her financial confidence. Our adviser’s technical financial skills and knowledge saved Gayle over $70,000 in the short term and close to $400,000 in the long term, with a possible combined saving of just under half a million dollars.

Testimonial

I can only offer praise and gratitude to Elliot at Elliot Watson Financial Planning. I was referred to him at a time when my life was in turmoil. Elliot helped me make important decisions and has enabled me to get on with my life. I now have a secure outlook, both financially and personally. I cannot thank Elliot enough for everything he has done for me. He went above and beyond the call of duty. Thank you for everything you have done for me. I would absolutely recommend Elliot and his caring, professional team at EWFP.

– Gayle

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