Elliot Watson Financial Planning Newcastle

Name: Elliot Watson Financial Planning Newcastle
Address: 19 Kenrick Street, The Junction, NSW, 2291, AU
Telephone: (02) 4038 1623
Price range: $$$
Rating: 5

Expert financial guidance for wealth growth, retirement, and estate planning in Newcastle.

5(5 reviews)

insurance

$$$

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About

Elliot Watson Financial Planning Newcastle provides comprehensive financial advisory services to individuals and families in The Junction and surrounding areas. Specializing in retirement planning, superannuation strategies, investment management, and estate planning, the firm offers personalized advice to help clients achieve their financial goals. With a team of knowledgeable professionals including Elliot, Jose, Vikas, Izaac, and Stephen, the business is known for its friendly, approachable service and clear, digestible advice that empowers clients to make informed decisions about their financial future.

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Location

Suite 5/19 Kenrick St, The Junction NSW 2291, Australia

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Information

19 Kenrick Street

The Junction, NSW, 2291

(02) 4038 1623 www.elliotwatson.com.au/

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Services

Financial Planning Consultation

Personalized sessions to assess your financial situation and develop tailored strategies for wealth growth and retirement planning.

Superannuation Advice

Expert guidance on optimizing your superannuation funds to ensure a secure and adequate retirement income.

Investment Management

Strategies for setting up and managing investment accounts to maximize returns and achieve long-term financial goals.

Estate Planning

Comprehensive services to plan and manage your estate, ensuring your assets are protected and distributed according to your wishes.

Insurance Solutions

Advice on income protection, life insurance, and other coverage options to safeguard your family and financial future.

5.00 · 5 reviews

Overall rating

Sarah R

via Google

· 1 year ago

I had an initial planning appointment with Elliot and Jose in 2020; where it was quickly identified that ongoing financial planning would not be beneficial for my then circumstances. Jump to 2025, my day to day financial position is in a place where I require additional guidance to grow/invest my savings to purchase a home, start reviewing my superannuation for my eventual retirement and take steps to kick off estate planning. The appointments with Vikas and Izaac have been informative, and having recently met with Stephen for estate planning it is clear Elliot has built a solid business with knowledgable colleagues and partners.

John Campbell

via Google

· 1 year ago

Recently retired and transitioning assets into superannuation and investment funds. Jose and the Elliot Watson team are doing a brilliant job providing sound advice towards ensuring my funds will provide an adequate lifelong self funded pension. Highly recommend the Elliott Watson team.

Rhys Wallis

via Google

· 1 year ago

We have had some great catchups with Elliot and Vikas. Amazing communication and very supportive throughout the process. We now have some amazing strategies to grow our wealth and prepare for our families future. Thanks team!

Troy Wright

via Google

· 1 year ago

Jose from Elliot Watson has bee supporting us with Financial Planning for around 5 years now and both the service we receive and results we've managed to achieve have been amazing. Jose is not only knowledgeable but super friendly and delivers his advice in a really digestible way, especially for folks who aren't necessarily financially literate. The team behind Jose are outstanding too, quick follow up, reminders to hold us accountable for the plans we've agreed on and always there to help with any questions or support. The options Jose has provided in terms of where we invest has led to some above expectations growth since we began and his tips on how to maximize our returns leveraging the latest information has helped make sure we are making the most of our finances at all times. Couldn't recommend Jose and the team highly enough!

Micaella Hansen

via Google

· 2 years ago

We can't recommend Elliot Watson Financial Planning enough! Working with Elliot and his team has been such a pleasure. They've helped us navigate income protection and life insurance, making sure we have the coverage that fits our family’s needs. We've also received valuable advice on superannuation, and setting up an investment account, which has helped us plan for a more secure future. What we really appreciated was Elliot’s friendly and approachable style. He took the time to explain everything, answer our questions, and make sure we felt comfortable every step of the way.