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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.


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.


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.


Client Testimonials

Jimmy & D

Family Life

Terry & Annette


Glen & Barb


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Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Hearing from #RandiZuckerberg the creator of Facebook live, Mark Zuckerbergs sister! Awesome day! 21 hours ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP At #SuccessResources #expertmasterclass hearing from some great speakers from #Facebook #JTFOXX,... 1 day ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Over the last week we have seen movements in the stock market. In order to support you in understanding recent... 3 days ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP President Donald Trump passed the largest sweeping corporate tax cuts in over 30 years recently, but where does... 1 week ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Take a look at ways of diversifying your income streams: more income streams, more income.... 3 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Just found out that Elliot Watson made the list for the 10 best Financial Planners and Advisers In Newcastle!... 7 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Biggest #TaxCuts in #USA history now law! Time for #Australia to follow or get leff behind. 8 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP In 2018, why not make your financial health your main priority. Here are some ideas for New Year resolutions you... 9 weeks ago
Elliot Watson CFP Elliot Watson CFP @Elliot_WatsonFP Check out the two tables below to see the ten best and ten worst Australian stocks of 2017! What are your... 9 weeks ago
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