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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 Looking for some Christmas gift ideas? Why not give someone the gift of financial knowledge...… https://t.co/w655T4MF9s 2 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Looking for something to read over the upcoming Christmas break? Here are some suggestions....… https://t.co/JWaOzWgkAm 4 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP The debate over the divide between men and women's superannuation balances is misleading. Couples work as a team an… https://t.co/4aMGbarWS5 5 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Market Wrap for November https://t.co/w5AUuSymMP https://t.co/w5AUuSymMP 5 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP @TimWilsonMP @AustralianLabor @FinancialReview Of course it will! Such a bad policy, every Australian Superfund will be hurt. 5 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP 4 in every 10 Australians have more than one super fund so may be doubling up on their insurance cover. What a wast… https://t.co/Xr56p3oleL 5 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP A budget will show where your money is going. Depending on when you are paid, you may decide on a weekly, fortnight… https://t.co/GYoT8Mj7QU 6 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP I posted a new video to Facebook https://t.co/fIKTXU9UfL 6 weeks ago
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