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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 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 5 days ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP I posted a new video to Facebook https://t.co/fIKTXU9UfL 1 week ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Meet the Team - Cara Nightingale, Marketing Coordinator. "I enjoy working for a business which makes a positive im… https://t.co/uzzYQtlOWr 2 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Supersize Your Super! Government co-contribution, spouse contributions, concessional contributions…the list goes o… https://t.co/nnwD43rrb1 2 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP We are excited to introduce to you our receptionist, Hannah. Hannah has been with us just a few short months, but… https://t.co/ghqVIDQ4Fp 3 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP One in three Australians are concerned about legislative changes being made to super and that’s a layer of stress y… https://t.co/9c1nGy3QpS 3 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP A report investigating the impact on carers of people who have experienced stroke found that: • 58% of primary care… https://t.co/HF8IZqDuhx 4 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP @Hugh_Robertson1 congratulations on taking out #adviseroftheyear in the #AFAau 2018 annual conference. You will be… https://t.co/GuRyBC1DOO 4 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Countdown is on! In about 90 mins or so will know the result. Very happy to have my bride Karyn Spierings by my sid… https://t.co/70V2RsAe6D 5 weeks ago
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