Wattle Financial Planning

Wattle Financial Planning believe all Australians should have access to quality Financial Advice. We are a boutique financial planning firm with significant experience in providing financial advice and solutions. We provide a full range of financial planning, taxation and legal services to all of our clients.

Through our arrangement with Choice Accounting we can provide a comprehensive range of accounting and taxation services for entities such as individual, companies, trusts and SMSFs. Having us organise your accounting and taxation services ensures that all of your financial needs are managed seamlessly and in the most cost and tax effective way possible.

We can assist you to fully understand your financial situation and the way that this interacts with your aged care. In the best cases, planning for aged care should start well before the need for aged care arises. The planning should start when your retirement planning starts - aged care is, after all, part of your retirement.

Getting your planning right can make a real difference when it comes to qualifying for or maximising your Centrelink benefits. Our knowledge and experience will assist you to maximise your Centrelink entitlements without needlessly compromising your longer term wealth development and enhancement strategies.

Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just a simple matter of preparing a will - although a will is almost always a key part of your estate planning.

You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants, etc.It is also vital that your estate planning be consistent with your current financial planning, to ensure that your affairs are handled as efficiently and cost-effectively as possible, both now and in the future.