Jose and the team have been helping me transition to retirement. Im so glad I've come to see them.

Very happy with service. Great communication with assessing our long term needs

Working with Jose has been great and proactive in preparing for our financial future. Highly recommend Jose and the team.

Jose and the admin team have been very helpful. Very glad we’ve to see them and looking forward to future meetings.

Been a client for 3 years and Watson Wealth has been fantastic in helping me grow my wealth. They provide valuable insights that have guided my financial decisions, ensuring a strong retirement plan. Highly recommend for anyone looking to secure their future!

Vikas was very helpful and has helped with my financial future and that of my family

Jose listened to our needs and translated that into professional financial advice. We are getting great returns and heading strongly towards our financial goals. Thanks Jose!

Vikas and Izack at Watson Wealth have been amazing. They made all things finance related easy to understand and were always happy to answer my questions—even more than once! I’m really grateful for their advice, clear communication, and the peace of mind they’ve given me. Highly recommend!

Really easy to understand their financial plan for us. Well presented clear instructions and very patient with the many questions we had.

I found the team to offer excellent help to meet our financial goals.

I’ve been working with Watson Wealth for over 5 years, and I couldn’t be more pleased with the experience. They took the time to understand my financial goals and lifestyle. I would highly recommend Watson Wealth to anyone looking for a trustworthy financial planner.

Vikas has been an absolute game-changer for my wife and I.
After a challenging experience with a previous financial planner who almost put us in a worse position, Vikas stepped in and not only helped us get back on track but also took the time to genuinely listen to our financial aspirations. His wealth of knowledge (pun intended) is impressive, and he provides clear, practical advice & planning, tailored to our needs. What sets Vikas apart is his focus on not just retirement planning but also helping us enjoy and live life to the fullest today. Something many planners don't seem to focus on. We finally feel confident about our financial future.

Vikas has been great to work with- he is very professional and takes the time to explain any questions or difficult financial concepts.We look forward to continuing working on our financials with Vikas.

I have been dealing with Watson Wealth since 2021. I have found Jose to offer excellent, insightful and supportive service. He has made the transition to retirement seamless. I highly recommend his service.

I've been dealing with Watson Wealth or the past 3 years to navigate through to retirement Jose has been invaluable with every step of the journey I can highly recommend them

My partner and I recently purchased our first home with the help of Nestor and the team at Watson Wealth. ...

Vik has been an absolute game-changer for my wife and I.
After a challenging experience with a previous financial planner who almost put us in a worse position, Vik stepped in and not only helped us get back on track ...

Very helpful with transitionally us into retirement. Great team to work with

Jose was very informative the whole team very professional

Vik has been an absolute game-changer for my wife and I. After a challenging experience with a previous financial planner who almost put us in a worse position, Vik stepped in and not only helped us get back on track but also took the time to genuinely listen to our financial aspirations. His wealth of knowledge (pun intended) is impressive, and he provides clear, practical advice & planning, tailored to our needs. What sets Vik apart is his focus on not just retirement planning but also helping us enjoy and live life to the fullest today. Something many planners don't seem to focus on. We finally feel confident about our financial future. Highly recommend by us. - Steve and Dani.

Watson Wealth has been so fantastic in helping my partner and I organise our life. Jose is incredibly knowledgeable and explains everything really clearly, it's been invaluable so far. My partner and I are excited for our future with Watson Wealth 🙂

They are an amazing team and they’ve helped me with all of my affairs.

I've been seeing the Watson wealth team now for over 6 years. Helping me build my retirement savings and navigate the tax world. Very happy.

The whole team at Watson Wealth have been amazing.. very knowledgeable and personable.Id definitely recommend Watson wealth to anyone who needs guidance in wealth creation.

The Watson wealth team have been very helpful to me. Jose, Zari and the team have been amazing. Thank you.

Meet with a senior financial advisor Vikas and he has supplied me excellent information regarding my future financial investments. Very professional service and I’m excited to work into the distant future with Watsons Wealth. Thanks team

Jose’s professionalism and lovely mannerism has contributed to a financial beneficial gain and enjoyable experience for me.

Jose has been so helpful with restructuring our financial affairs and prepare for our future. Always so friendly and welcoming! Highly recommend!

Jose has been fantastic in helping us re structure our financial affairs to minimise tax and maximise return as we plan towards retirement - I highly recommend this company.

Very professional and knowledgeable , made transitioning to the pension very easy

I have been a client for over 5 years and the team at Watson Wealth have always been amazing in their support and expertise. Highly recommend!

Many thanks to Jose he is very helpful with our finances going into retirement rate Watson wealth very highly

Jose has been our financial advisor for nearly five years. From initial setup of our portfolio to longer term financial protection for the family and ongoing management, Jose explains it all patiently and expertly. The proof is in the pudding - our portfolio has grown substantially, i highly recommend speaking with Jose!

We've known Jose for quite some time and feel really comfortable with him. Also, the entire team at Watson Wealth are very helpful. We look forward to our future meetings.

Very happy with the service and advise thank you very much 🙂

We have been with Watson Wealth for 4 years now and feel really comfortable with Jose and team. Jose explains things in plain English. We look forward to a comfortable retirement in the next couple of years 😀.

They have been so helpful in all our needs. Its like a big family

Jose has been extremely helpful to us and we are definitely glad we reached out for the help.

We've been working with Jose at Watson Wealth for a year now. We were overwhelmed with how to manage our finances and time-poor. Jose has helped us put in place systems to grow our wealth which has made our lives so much easier and lowered our financial stress. Highly recommend!

When meeting with Jose for the annual review, I was put at ease with friendly attitude and guidance. He explains this easily and is a pleasure to work with, looking forward to many years ahead.

Excellent service Thankyou

Excellent advice, friendly staff who explain clearly and answer all questions

Very professional, helpful in dealing with my father's account's. An absolute pleasure knowing Watson wealth . If you you decide to take the professional approach with Watson wealth, you will be satisfied 100% .

A great team to work with, would recommend, great advise and ready to listen to us

Valuable and necessary for advice and planning. Thank you.

Watson Wealth has been looking after me since 2009, managing my retirement funds, cash flow and Centrelink matters with exceptional care. Their support has allowed me to live a great life. Highly recommended!

The Watson Wealth team have been absolutely incredible, I have used many of their services. The positve impact on my life is truly life changing and one I will never forget. Thank you for everything.

Recently caught up with Jose for my annual meeting and in a time of cost of living, the plan that Jose put together has put me in strong position of security and growth. One of my investment accounts had growth of 17%! Leaving inflation well behind. Thanks Jose

Jose is most helpful sorting insurances and investment options. Watson wealth are very professional and courteous in their liaison.

I really appreciated the fact that my Watson Wealth advisor, was closely linked in with my accountant and in fact, we were able to meet together and thus develop a truly wholistic approach to my retirement plan with my specific taxation issues also factored in without having to go back and forth between accountants and financial planners.

Hi, just wanted to highlight what a wonderful job Zari Williams did for us in aiding us to sell some shares. The shares were from my fathers estate from 14 years ago and the Broker was giving me a hard time about documentation from then. I don’t know what Zari said to them but a couple days later the money showed up in my bank account. Go Zari.

My name is Trevor Harrison and I have been a Watson Wealth client since 2016. Currently Kirsten Smith, from the Watson Wealth Team has been bending over backwards to assist with some ATO and Centrelink issues on my behalf. Her dedication to detail and patience in dealing with these Government bodies has been nothing but exceptional. Kirsten, you are a definite team player and I am sure, a valued member of the Watson team.

From the moment we first made contact with Watson Wealth we have felt enormously looked after. Kirsten in particular is so helpful and friendly. We are very pleased with our service so far and look forward to building a longstanding and fruitful relationship with the Watson Wealth team going forward.

Very great service, very friendly staff.

Excellent service

Jose and his team have far exceeded my expectations over the past year and looking forward to the future under his guidance.