F I N A N C I A L A D V I S E R S
Throughout your life, there will be many events where a financial planner may be able to assist you. Watkins Jacks Advisers work with a range of clients from individuals starting out on their careers, families seeking to grow their wealth for their future, business owners, companies and superannuation trustees.
30+ years working in the financial industry
Proven strategies that grow your financial future
It's about being effective but also about working smart
Keeping up with
regulations & compliance
F I N A N C I A L A D V I S E R S
Watkins Jacks Advisers is a privately owned and operated business, providing financial planning advice and services with the highest degree of integrity.
Making the best decisions about your future is our business. We're dedicated to providing real choice, flexibility and integrity in all areas of finance - from planning for retirement or investing money with an independent perspective on offerings that will work well long term; right down assisting you through any questions relating specifically towards personal finances - like paying off debts efficiently so you're saving money for future you.
We provide advice on a range of investment strategies that suit your goals and needs. We take into account a range of factors including your age, tax position, risk profile and other influences.
We provide advice to ensure you are in the best possible position for retirement. Our aim is to ensure your investments are generating sufficient income to fund your retirement and therefore preserving your capital.
We believe all clients should have control over their superannuation and we always recommend the most suitable structures for our clients to achieve this. Superannuation is a long term investment that should be structured correctly with the appropriate investments to ensure a comfortable retirement.
We can provide you with advice on the suitability of an SMSF. We can recommend financial and tax effective strategies that are only available through SMSFs. We assist you with the establishment of the SMSF as well as the ongoing advice. Following our advice we will ensure your SMSF will remains compliant and we aim to make the SMSF simple and effective to run.
Insurance is one of the fundamental planks in any overall financial plan. As a Watkins Financial Services client, you’re guaranteed that our advice on all risk – business, death, permanent and total disablement, trauma and income protection insurance cover – is thorough. We can get quotes for you on term, disability and income protection insurance from all Australia’s major life offices.
Working together with your solicitor, we can shape estate planning strategies to minimise tax, (including potential capital gains tax) and protect your asset base.
The small business Capital Gains Tax (CGT) concessions offer significant savings for small Business owners. In particular, the concessions provide an excellent means for small business owners to fund their retirement tax effectively via superannuation.
We welcome your enquiry whether that be a simple question about our services, or how you can move forward with us for better results for future you.