WHY ELLIOT WATSON FINANCIAL PLANNING?
We put your interests first
We are uncompromising on the quality of work and services we provide. When you become an Elliot Watson Financial Planning client, you will be on track to achieving your goals and gain more choices, enjoyment, and security for the lifestyle you want to live now and in retirement.
Learn more about the benefits of working with the team at Elliot Watson Financial Planning. We’re in your corner and driven to achieve results.
Client Case Studies
Approaching Retirement – Benefits of Ongoing Advice
A real-life example of how a 15 year client-adviser relationship with Elliot Watson Financial Planning has seen a couple flourish in retirement with over $1.4 million in wealth, despite the…
Pre-Retirees – Never Too Late
This is a true case study of how the client-adviser relationship has helped a couple concerned about their impending retirement, with not much of a nest egg, execute a strategy…
Starting Out
A client example of how the ongoing client-adviser relationship has helped a young couple leapfrog into their dream home, start a family, grow their careers, protect their lifestyle, and set…
Our Awards
Achieve more with multi award winning
Elliot Watson Financial Planning
Our Promise To You
1. A Comprehensive Financial Plan from an Award-Winning Team
Elliot Watson Financial Planning is structured to provide you with the full gamut of financial planning services. We have access to all the major insurance and superannuation providers and will select the products and services that best suit your needs. We also work closely with trusted mortgage brokers, estate planning specialists and accountants to provide you with a complete, easy and seamless financial process. We tailor a financial plan for your unique set of circumstances and goals, helping you to achieve what is important to you.
2. Peace of Mind
Working with Elliot Watson Financial Planning will provide you with confidence knowing that you have an adviser that is looking out for your interests. You will have someone helping you to do the things you know you should be doing but may not have the time to. Your adviser will work with you to help you achieve and protect what is important to you.
3. Evidenced Based Advice from Experts
The advisers at Elliot Watson Financial Planning pride themselves with being armed with the most up to date information. They can help you navigate the mine field of tax and legislative requirements regarding investing, insurance and superannuation. We don’t all have the time, inclination or ability to thoroughly research every financial decision which is why it is important to seek help from experts such as us to ensure you are taking full advantage of each relevant initiative available to you.
4. Tailored Support
Each client wants and needs a different level of support. We can help you work towards your financial goals with hands on coaching and guidance; or a more hands-off approach if that is all you require. Our advisers develop relationships with our clients that are founded on trust with the purpose of working together to achieve your goals.
5. Our Focus
We understand that life can be hectic, and your focus isn’t always on your finances. Rest assured that our focus is on you. Our clients are at the centre of everything we do which means that you can feel confident that we are keeping you on track to achieve whatever it is that is important to you while you are busy getting on with life.