Financial Planning Services Newcastle | Newcastle | Elliot Watson Financial Planning

OUR SERVICES

Helping you achieve more

Wherever you are in your financial life, Elliot Watson Financial Planning wants to help you achieve more. We provide holistic advice to help you achieve the things that are most important to you.

We look at each financial facet of your life to guide you down the path to success.

Superannuation & SMSF

Advice to help you achieve your lifestyle goals in retirement.

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Investment Planning & Wealth Creation

Grow your wealth for now and in the future.

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Personal Insurance

Protect what is most important to you, your lifestyle and loved ones.

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Aged Care Financial Advice

Get the best care for your loved ones, make informed decisions and gain peace of mind.

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Estate Planning

More than just a matter of having a will, it is guidance on how to ensure your estate is distributed according to your wishes in a tax effective manner.

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Budgeting & Cash Flow Management

We help put an end to the question “Where does all my money go”?

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Capital Growth & Income Generation

Strategic advice around the implications of investing in property and other investment vehicles.

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Debt Management & Mortgage Advice

Advice around debt consolidation and reduction. We also work closely with credit representatives (mortgage brokers) to provide a seamless process.

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TPD Claims Advice

Financial advice for Total & Permanent Disability Claims. Understand withdrawal taxes & income streams.

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Legacy Planning

Protect your assets & provide financial security for your beneficiaries.

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