The Financial Planning Association of Australia The Financial Planning Association of Australia

Nathan Watson, CFP®


Name Nathan Watson, CFP®
Company Carwardine Financial Services
Address 180 South Pine Road
Enoggera, QLD 4051
Phone 07 3355 1800
Languages Mandarin
Website www.carwardines.com.au

There is a fundamental misunderstanding that you need to have money to see a financial planner. This is incorrect as investing money is only a small part of what a good financial planner will do.

I specialise in home loan debt reduction and wealth accumulation strategies, via the correct loan structures and cash flow monitoring. So its not how much money you have, or that your debt is too high but when you start the process that is important, and I can help.

We advise on suitable debt size (for home, renovations and rental properties), managed investments, tax minimization, superannuation and SMSF.

We are a boutique, self-licensed, fee for service firm and are happy to provide a complimentary initial consultation to discuss your goals, objectives, problems and opportunities. It's also your opportunity to eyeball me to see if you want to work together.

I have completed a Bachelor of Commerce majoring in Financial Planning and Investments from Griffith University and am a CFP Professional.

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