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.
Top Tips for the New Financial Year
Our team at Elliot Watson Financial Planning have shared their top tips for the new financial year. If you are starting out, have a growing family, are planning for retirement or are retired, our advisors have shared their key insights on what you should be aware of when planning for the year ahead.
Contact the Elliot Watson Financial Planners team. Our experienced planners in Newcastle, Maitland and Singleton are here to help you achieve the financial freedom needed to realise your life’s goals.