Financial Advisors Explained, Hidden Welfare Benefits (and more!) in March’s Viewpoint

Financial Advisors Explained, Hidden Welfare Benefits (and more!) in March’s Viewpoint

It’s the Viewpoint financial services newsletter from our award-winning friends at Yellow Brick Mortgages. In this month’s Viewpoint we explore:

What Could a Financial Advisor Do for You?

Many are under the impression that financial advisors are only for people with investments or significant wealth. Not true! There are several different types of financial advice that are relevant to all of us at one stage or another.

What Are Wellbeing Services and Are You Benefiting?

If you have life insurance or similar you may be able to access various extras called ‘value-added services’. From annual health checks to second medical opinions find out what’s included in your policy so it’s there if and when you need it.

What is Capital Gains Tax and When Does it Apply?

This primer on Capital Gains Tax provides a quick overview of what it is and how it might affect you. If you’re selling certain assets of high value or a second property, you’ll likely have to pay capital gains on your profits.

 

Download the latest Viewpoint newsletter here

Contact your local Watsons branch and we’ll introduce you to one of the team at Yellow Brick Mortgages. Their services come highly-rated and they are our recommended mortgage broker. 

**Your home may be repossessed if you do not keep up with your mortgage payments**

Watsons Property

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