Mark Andrews is the Managing Director and owner of Andrews Accountants. Mark established the business in 2001. Mark and his team of dedicated professionals all work extremely hard to provide you with great personalised service.
Mark has great enthusiasm for all matters taxation and accounting. He has a wide range of expertise including superannuation, investment properties, and personal taxes and business taxes. Mark is a registered tax & ASIC agent, Fellow of the IPA, NTAA member & NSW JP.
Elliot and Mark have been working together since 2010. Their working collaboration helps provide benefit to both of their client bases. Elliot can refer clients to Mark for taxation advice, and vice versa, Mark can refer clients to Elliot for sound financial planning advice.
Accur8 – Bookkeeping & Bas
Lisa Difford-Stamell is a certified bookkeeper & registered BAS Agent. She has been providing contract bookkeeping to small and medium sized business in the Newcastle area for the last 15 years. Lisa has a Cert IV in Accounting and Bookkeeping is currently completing a Bachelor of Accounting.
Lisa is passionate about taking away the bookkeeping burden many business owners feel. This enables the business owner to concentrate on doing what they do best – work their business. Problem solving is one of her specialties, along with Xero and its network of Add-On’s (or Xero Ecosystem). Lisa has the skills to design and implement a solution to fit your business and back it up with training and support to keep it all running smoothly.
Astute - Finance | Insurance | Wealth
Astute Newcastle cut through the jargon and provide you with simple, straightforward financial solutions, tailor made for your individual circumstances. Which when it comes to your financial security, makes the world of difference.
Astute can provide you with assistance or information on products no matter what your goal is, be it to:
- Buy your first home
- Buy an investment property
- Pay off your home loan sooner
Kayleigh Kilgore is an Accredited Mortgage Consultant with the Mortgage and Finance Association of Australia (MFAA) and is also a member of Astute Financial Management. Kayleigh is passionate about helping her clients achieve their dreams of owning a home, ensuring their financial needs are all taken care of throughout a seamless process. Kayleigh prides herself on keeping her clients up to date throughout the whole finance process and being available to her clients at a time and place convenient for them.
When working together, Elliot and Kayleigh can help align your financial strategy and your mortgage product.
Capital Property Investment Advisers
Property is a popular choice for Australians wanting to invest. Property has many benefits as well as pitfalls. To provide a comprehensive solution to clients Elliot Watson Financial Planning works in collaboration with Capital Property Investment Advisers.
The experienced property investment advisers at Capital PIA will provide you with a range of property investment advice, including:
- Tailored property investment or portfolio advice
- Advice on negative gearing and tax planning
- Advice around self-managed super funds (SMSF) and property investment
- Mortgage advice
- Deposit and leverage advice
- Source, negotiate, buy, and tenant high growth rental properties on your behalf
Capital PIA can help you separate emotion from finance and position you to create real, long-term wealth through property.
How Do Capital PIA Purchase Investment Properties?
- Before making recommendations Capital PIA first need to understand your investment and lifestyle goals
- Capital PIA then research the market utilising in-depth analytical tools to identify investment opportunities which are scarce in supply and have significant buyer appeal
- Capital PIA then select and recommend to you several properties which meet the criteria of your tailored property investment plan
- Once a property is selected Capital PIA negotiate and purchase the property on your behalf
For more information visit www.capitalpia.com.au.
*The credit and property details & strategies on this page are services not offered under the RI AFSL.
Stephen Lynch is a director of Somerville Legal, and one of NSW’s leading estate planning specialists. Financial planning and estate planning go hand in hand which is why Elliot and Stephen work closely together to make sure your finances are carefully invested and protected, and your estate is structured correctly to ensure your assets are distributed as per wishes upon your passing.
Stephen is a Law Society Accredited Specialist in Wills and Estates, a member of the international Society of Trusts and Estates Practitioners (STEP), and for the past four years running has been listed in the prestigious Doyles Guide as one of NSW’s top lawyers in Estate Planning and Wills & Estates Litigation.
For more than 15 years, Stephen has been assisting clients with both simple and complex estate planning including advising on tax effective structures such as testamentary trusts. He is also highly experienced in estate litigation including contested wills and claims under the Family Provision legislation.
Somerville Legal has been a leading law firm for more than 35 years, with offices in North Sydney and Newcastle, and as well as Stephen’s wills and estates expertise, boasts Accredited Specialists in Family Law and Business Law, and highly experienced litigation specialists.