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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 We are very excited to announce our newest team member, Gary Watson who has come on board as our Aged Care Speciali… https://t.co/IiVAfslXSH 4 days ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Financial health can affect your physical and mental health. With such important things at stake it is not wise to… https://t.co/z7AbIrM6do 1 week ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP What big plans do you have for 2019? https://t.co/Xlpqe53qfC https://t.co/Xlpqe53qfC 2 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Possible #sharemarket 'good' news. Remember if your investing for the long term and the sharemarket falls (I.e. vol… https://t.co/BnvRhcLN1W 3 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Christmas celebrations with the EWFP team! On an amazing but very hot summer's day! Merry Christmas and a Happy New… https://t.co/OdSL2mNiqR 5 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP December Market Wrap https://t.co/486ohr4S2Z https://t.co/486ohr4S2Z 5 weeks ago
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 7 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 9 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 10 weeks ago
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