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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.
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.
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.
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