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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.

LEARN MORE CONTACT ELLIOT
AFA---Adviser-of-the-Year-(finalist)_300x249
RIA_RiskPracticeOfTheYear2017_300w

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
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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

Latest Articles

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Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Elliot Watson Financial Planning was recognised as the Risk Practice of the Year and was presented with this award… https://t.co/pniqIPCAlU 3 days ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP RT @HunterHeadline: For the second year in a row local financial planning firm @Elliot_WatsonFP has been awarded a national prize at the an… 3 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Are you or someone you care about thinking about the move into aged care? There are significant considerations that… https://t.co/LdonIUgcEB 15 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP A great summary on the key points affecting personal finances from the Federal Budget.https://t.co/1ihUyDe4j9 https://t.co/1ihUyDe4j9 15 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP This policy will affect older Australians the most, low-income earners who may have some shares, and self-funded re… https://t.co/fzrfBtVtpq 15 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Four great days at the #RiAdvice Connect conference. Very fortunate that we will get to see the cherry blossoms in… https://t.co/l9KJG9sRy8 16 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP At the #RIadvice annual conference in Japan, home of the Samurai! Was lucky to have spent two days before hand expl… https://t.co/2lbsQDJIOV 16 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP The ASFA considers a modest lifestyle for a retired couple as $39,775 pa. Could you live off that per year? If you… https://t.co/CeUWQUEDHT 16 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP The ASFA considers a modest lifestyle for a retired couple as $39,775 pa. Could you live off that per year? If you… https://t.co/z3qtiorUkm 16 weeks ago
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