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Leah – Her family’s intergenerational wealth journey
When we first met Elliot back in 2015, we were preparing for retirement. He also…
Rosie & Cayle – Young Couple Setting up their Financial Future including Insurances and Superannuation
When Rosie & Cayle, a young couple, first came to Elliot Watson Financial Planning, they…
Concessional Contributions Reduced
The impact of government policy on ordinary Australians.
Steve & Libby – Turning dream travel lifestyle into reality
Steve & Libby dreamed of packing up and traveling Australia on farm stays, but weren’t…
Rod and Rechelle
Rod and Rechelle, are a couple with young kids that had some existing debt. We…
Dylan
Starting Out
Kerrie
Retired nurse Kerrie talks about how financial adviser Jose Hernandez has helped her achieve her…
Ryan and Aleshia
Meet Ryan and Aleshia who are getting married later this year. José helped Ryan and…
Gerard & Lea – From Debt and Stress to Financial Freedom
Gerard & Lea were juggling stressful jobs, a mortgage, and debt, with no clear plan…
