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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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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

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

Client Testimonials

Jimmy & D

Family Life

Terry & Annette

Pre-Retirees

Glen & Barb

Pre-Retirees

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Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Last week we attended the #RiAdvice #NationalConference in Canberra and on the last night Elliot Watson Financial P… https://t.co/Vi8posozPD 2 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Achieve More More choices. More enjoyment. More security. We are here to help you achieve the financial freedom ne… https://t.co/jWk9OlR0om 2 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Hearing from keynote speaker #KimBrennan Olympic Gold Medalist (Australian) a champion of Australia. I was fortunat… https://t.co/Gmc76sBktP 2 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP At the #RIadvice annual conference in #Canberra hearing from some great speakers including Australia's longest serv… https://t.co/IF90n4H27L 2 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Knowledge is wealth. Our recommendation on the top 10 investment books to read. https://t.co/v80yWmODZe https://t.co/v80yWmODZe 2 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Elliot Watson Financial Planning is hiring and seeking an office & client services manager with a minimum of three… https://t.co/Zip3SiCri1 3 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Last week Bill Shorten launched an attack on superannuation. Read on to find out how his proposal will affect your… https://t.co/zeJhlBaNbv 4 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP It has been a great privilege being able to work closely and help Glen and Alison for over 8 years. https://t.co/pmOd7DBMTF 4 weeks ago
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