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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 A variety of Elliot Watson Financial Planning clients speaking about their experience with Elliot and the team. https://t.co/fqTg9Kwzwg 23 hours ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Todd and Katy talk about their experience with Elliot Watson Financial Planning. https://t.co/LdnVfDBrGs 5 days ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Jason and Chloe talk about their experience with Elliot Watson Financial Planning. https://t.co/6pmjmmIilP 6 days ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Financial abuse is a serious problem that can happen to anyone, but some people are more vulnerable so it is a good… https://t.co/CqGHw8hooX 1 week ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Learn how to manage your insurance costs without cutting corners. https://t.co/u9yfppe2CT https://t.co/u9yfppe2CT 1 week ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Beware of a fake Medicare email doing the rounds. https://t.co/ykAgqvtc0D https://t.co/ykAgqvtc0D 2 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP A must read before deciding if a SMSF is beneficial for your circumstances. https://t.co/0HWRPYc1cD https://t.co/0HWRPYc1cD 3 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Have you considered rent-vesting? https://t.co/LM5uBmiRE3 https://t.co/LM5uBmiRE3 5 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP After spending time with Professor Bruce Canan of Stanford University and a number of his PHD students we designed… https://t.co/SrXGnUf7cc 5 weeks ago
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