We were lost, didn’t know what to do. Elliot Watson Financial Planning got us a plan to achieve all of our goals – we bought a house, got married and had an amazing honeymoon.
Thanks to Elliot Watson Financial Planning I have a plan in place to help me get ahead, grow my wealth and still have fun along the way.
Our driving passion is working with clients to help them achieve their ‘more’.
We are grateful to have peace of mind that our estate will go where we want upon our passing.
Following the advice we received we now feel relieved that if something were to happen to one of us, the mortgage and family would be taken care of. And the budgeting advice we received allowed us to save up and get married in late 2012.
We knew we were behind with our retirement savings but with advice we received things are looking good, we are excited and very much looking forward to retirement knowing that we can do all the things that we have been talking about for so long. The only other thing we need is grandchildren!
We now have a plan to take control of our future, get out of the debt which was controlling our lives. We didn’t think things would improve so quickly, we thought it would take us years. Elliot Watson Financial Planning was fantastic and our family’s future is looking great.
We’ve learnt that to achieve all the things that matter to us in life, we need to be financially stable. Elliot Watson Financial Planning has helped us to secure our future. We also received a lot of property advice options and what the best fit for us is.
We now have a plan that has got our debt under control, our superannuation accounts are tidied up and we can afford to pay for IVF with savings rather than credit, which is very important to us.
Thank you Elliott. It was a pleasure meeting you and I appreciate the guidance given. I congratulate you on your professional compassion and delivery of the facts as they stand.