|
Watson Wyatt’s Australian Financial Planning team deals with the complexities of financial planning for our clients and delivers clear choices that assist in achieving lifestyle goals.
Our reputation is as a provider of objective financial planning and investment advice. Unlike many financial planning companies, Watson Wyatt does not have affiliations with banks, insurance companies or other financial institutions. We do not own or manage an investment fund, meaning we are able to provide unbiased recommendations based on what is best for each individual.
We utilise the latest technology to provide detailed analysis of the risk and return characteristics of the many investment options available.
Our experienced financial planners meet with individuals, assess their needs, and tailor a personal investment strategy that achieves an appropriate balance between risk and return. We provide comprehensive advice that maximises growth of retirement savings commensurate with risk preferences.
Watson Wyatt’s Financial Planning team combines extensive market research and knowledge of changing domestic and global financial markets to assist you to understand and evaluate your options in relation to:
- Retirement Planning – benefits, allocated pensions and annuities
- Taxation – superannuation tax, income tax, capital gains tax
- Tax Minimisation – income splitting, negative gearing
- Centrelink - pensions, allowances
- Insurance - personal, general
- Estate Planning - wills, powers of attorney,
- Investment structures - family trusts, companies.
It’s essential to seek the right advice that will assist
you to make the most of the available options.
| 
