skip to Main Content

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.

LEARN MORE CONTACT ELLIOT
Featured On

What Is Financial Planning? Do You Need It?

Download Your Free Guide to Financial Planning Today.

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

Latest Articles

Recent Tweets

Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Today is the day for the final round of the #AFA #AdviserOfTheYear. Photo shoot has been done, presentation to foll… https://t.co/HVJS6kGNMq 2 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP The financial industry is built with many different facets, but the largest is trust. When you contact a financial… https://t.co/h0PKoczBDu 2 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Professional Planner have written an article on Elliot and how he uses Facebook to connect with his clients. Check… https://t.co/UQstRYIlP2 5 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP 95% of Australians are dangerously underinsured. Are you one of them? Here's how to protect you, your family and yo… https://t.co/LN77mo09Hy 6 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Paul and Margaret discuss their experience with Elliot Watson Financial Planning. "He presented us with a range of… https://t.co/5ZUdNqWnBk 6 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Nathan talks about his experience with Elliot Watson Financial Planning. "I feel very confident trusting him. J… https://t.co/zoIEyeMFad 8 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Barb and Glen talk about their experience with Elliot Watson Financial Planning. https://t.co/lGzYweKILb 9 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Don't fall for the get rich quick scams. Here are the secrets to getting rich steadily. https://t.co/at7uwk9dyv https://t.co/at7uwk9dyv 9 weeks ago
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 9 weeks ago
Back To Top
×Close search
Search