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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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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

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

Client Testimonials

Jimmy & D

Family Life

Terry & Annette

Pre-Retirees

Glen & Barb

Pre-Retirees

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Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Have you considered rent-vesting? https://t.co/LM5uBmiRE3 https://t.co/LM5uBmiRE3 2 days ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP After spending time with Professor Bruce Canan of Stanford University and a number of his PHD students we designed… https://t.co/SrXGnUf7cc 4 days ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP A great day today studying at #StanfordUniversity with the #PlatinumAdvisers from #RiAdvice. Amazing place with a h… https://t.co/R2isTdohkS 1 week ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Who needs a financial planner? Hint: it’s not who you think. https://t.co/hACkoyKIFR https://t.co/hACkoyKIFR 3 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP We’ve reviewed the Budget and our detailed analysis summaries what it means for you and your superannuation.… https://t.co/DWZlftr7IR 5 weeks ago
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