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“I fully recommend Jose because he’s easy to get along with. He’s not flappable, like if I have to ask several questions over and over again. Jose and the team have provided a plan to move forward with income and goals.”

Rating: 5

“We had some notions ourselves but I think what Elliot gave us was the clarity and confidence to be able to move forward with our finances.”

Rating: 5

I don’t know how he did all the things he did, but we got it all through and set up in time, which was a huge relief…

Kathleen
Rating: 5

I can see the results over the past few years and everything’s trending the way I want it to be.

Simon
Rating: 5

I needed a plan to set up for retirement and was referred to this organisation by my nephew, I have had excellent support and advise, and nothing but easy communication. Would recommend to anyone for financial advice. (Adviser Jose Hernandez)

Brenda
Rating: 5

“The benefit of having someone with the correct knowledge to guide my future investments to enable me to have my desired retirement lifestyle with enough wealth to pass to my children.”

(Female, 68 years old from NSW, $550,001 to $650,000)

“The financial advice we have received from Elliot has enabled us to achieve financial peace of mind and as a result a great retirement.”

(Male,64 years old from NSW, More than $1 million to $3 million))

Rating: 5

We knew we were behind with our retirement savings but with Elliot Watson Financial Planning’s help things are looking good, we are excited and very much looking forward to retirement knowing that we can do all the things that we have been talking about for so long. The only other thing we need is grandchildren!

Rating: 5

We were lost, didn’t know what to do. Elliot Watson Financial Planning got us a plan to achieve all of our goals – we bought a house, got married and had an amazing honeymoon.

Rating: 5

Thanks to Elliot Watson Financial Planning I have a plan in place to help me get ahead, grow my wealth and still have fun along the way.

John
Rating: 5
Debt Case Study

Debt – Case Study

Debt is needed in many circumstances to help us get the things that we want…

Alex and John – Building Wealth While Raising a Young Family

Meet Alex, who along with her husband John, are a busy couple with young children who were managing existing debt and John’s significant tax burden from his job in the mines.

Frank and Ann

José helped Frank and Ann with a pre-retirement strategy, which included: aggressive debt reduction strategy,…

Double Income No Kids – Case Study

Double Income No Kids – Case Study

Double Income No Kids also known as DINKS is and will be one of the…

Gerard & Lea – From Debt and Stress to Financial Freedom

Gerard & Lea were juggling stressful jobs, a mortgage, and debt, with no clear plan…

Permanent Incapacity Workers Compensation

Permanent Incapacity / Workers Compensation – Case Sudy

Life changing events can happen in an instant and our health can deteriorate to a…

Brenda & Ken’s – From redundancy to retirement confidence

After Ken was made redundant, it was a scary time for us. I’d been in…

Peter & Janet – Long-term trusted advice and retirement confidence

Peter & Janet have been with Elliot for almost two decades, trusting him to guide…

Hannah and Matt – Wealth Creation for Growing Family

Hannah and Matt came to us seeking guidance to build wealth for their long-term retirement!

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