“There is nothing like staying at home for real comfort” — Jane Austen. As we age, the desire to remain in our own home surrounded by familiar routines, memories, and community grows stronger. But for many older Australians, the reality…
When I turned 21, I didn’t have a wealth strategy. Like most young people, I had a part-time job, a few savings in the bank, and not much else. But my daughters—currently just 5 and 2 years old—are already on…
Thinking about buying property through your super? You’re not alone. Many Australians are exploring SMSF (Self-Managed Super Fund) property investment. It sounds appealing—using your retirement savings to buy an investment property—and it can be a powerful wealth-building strategy. But like…
“You can have a plan, or you can cross your fingers and leave it to chance.” Over the next decade, Australian families will pass about $3.5 trillion to the next generation; within 20 years it’s $5.4 trillion. Roughly $120 billion…
"Retirement is not the end of the road. It is the beginning of the open highway." — Unknown Many Australians in their late 50s and early 60s dream of freeing up time — more mornings with coffee, more time with family,…
Starting out in your financial life can feel overwhelming — whether you’ve just landed your first full-time job, are moving out of home, or are starting to save for bigger goals like travel or buying a home. The truth is,…
We’re proud to share that Elliot Watson, Managing Partner of Watson Wealth, has been named a finalist in the 2025 ifa Excellence Awards for Holistic Adviser of the Year – NSW. Now in its 12th year, the ifa Excellence Awards…
It’s the big question on everyone’s mind: Can I withdraw from my superannuation early? The purpose of having a super fund is to accumulate it over time as a long-term investment to set you up for retirement. This being said,…
Debt recycling is a financial strategy that involves using the equity in your home to invest in income-producing assets while gradually converting non-deductible home loan debt into potentially tax-deductible investment debt. In simple terms, it’s about making your existing debt…
Personal insurance allows you to protect what’s important to you The older we get, the more responsibilities we inevitably have: mortgages, car repayments and maintenance, children, school fees, and never-ending bills. The people in our lives depend on us and…