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Financial Planning in Newcastle

Achieve More

More choices. More enjoyment. More security. We are here to help you achieve the financial freedom needed to realise your life goals.

Elliot Watson Financial Planning, expert financial advice for the people of Newcastle and the Hunter.

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Certified Financial Planner (CFP)

Our principal, Elliot Watson, is an award winning Certified Financial Planner (CFP). He is committed to providing specialised advice tailored to each client’s individual circumstances. He sees financial planning as an integral part of achieving one’s life goals. Elliot’s clients, confident that their finances are under control with a detailed plan, can get on with doing the things they enjoy in life.

Working together through life’s journey.

ABOUT ELLIOT

Our Specialities

Hear from some of our valued clients

Double Income No Kids

With Elliot’s help we bought a house, got married and had an amazing honeymoon.

Family

Elliot took care of us so we could concentrate on the things that matter.

Pre-Retirement Planning

We were worried about our retirement savings. Elliot helped us plan for the future.

Retirement

Elliot helped us organise our super. Now we are able to relax and enjoy our retirement.

Our Services

Helping others across Newcastle and the Hunter

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Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Putting a loved one into aged care is a difficult and emotional time. There are lots of financial decisions to mak… https://t.co/rpPYuH06Kn 7 days ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP February Market Wrap https://t.co/Rl0Ha1rST2 https://t.co/Rl0Ha1rST2 4 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Sometimes we don’t know the real value of insurance until we need to make a claim – and hope that we have appropria… https://t.co/eLurLkXxr2 4 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Tips on how to organise your money... you are never too old to start. https://t.co/MGcQJmZO4L https://t.co/MGcQJmZO4L 5 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP @RickyLake7 @Nigel_Farage @JunckerEU @MichelBarnier @theresa_may Bring on the domino's and let the EU collapse like it deserves! 6 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP @Geoff36707259 @HEB2205 @rainey_knight Any superfund that has exposure to Australian shares is worse off. It is a t… https://t.co/eIbSIQFjMu 7 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP @HEB2205 @Geoff36707259 @rainey_knight Then you may need more information to understand them and their impact. 7 weeks ago
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