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. 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.
Strategic advice around the implications of investing in property and other investment vehicles. Advice around debt consolidation and reduction. We also work closely with credit representatives (mortgage brokers) to provide a seamless process. As a team of highly skilled and passionate people, the Elliot Watson Financial Planning team work tirelessly to help you achieve more.
Strategic advice around the implications of investing in property and other investment vehicles. Advice around debt consolidation and reduction. We also work closely with credit representatives (mortgage brokers) to provide a seamless process. As a team of highly skilled and passionate people, the Elliot Watson Financial Planning team work tirelessly to help you achieve more.
Services
If you would like to work with an award-winning team, a business that focuses on delivering beyond client expectations and being at the forefront of technology then get in touch. Whether you're a passionate financial adviser, a paraplanner or enthusiastic about customer service, our business is growing fast and we'd like to hear from you.
Thank you Elliott. It was a pleasure meeting you and I appreciate the guidance given. I congratulate you on your professional compassion and delivery of the facts as they stand. Elliot is a professional who strives to assist his clients reach their financial goals and objectives. He always wants what is best for the client and works very hard.
We are uncompromising on the quality work and services we provide. When you become an Elliot Watson Financial Planning client you will not only be on track to achieving your goals, but you will also gain more choices, more enjoyment and more security for the lifestyle you want to live now and in retirement.
The first step in helping you achieve your "more" is understanding what lifestyle you want to live now and in retirement. Each of our clients has a unique set of circumstances and goals. Our advisers will take the time to listen and understand what it is you want to achieve. Your financial plan will be tailored to help you reach your goals.
The Elliot Watson Financial Planning team strongly believe in giving back to the community and do this on a personal and financial level. Elliot regularly donates blood to the Red Cross and is close to reaching silver status with a personal goal of reaching gold status, just like his Grandma.
One third of blood donations help people with cancer, something which has touched most people's lives, which is why Elliot sees this as a small yet vital contribution to his community.Camp Quality's purpose is to create a better life for every child impacted by cancer in Australia. They are committed to delivering programs that build resilience and optimistic behaviours for all children (0-13 years) affected by cancer.
One third of blood donations help people with cancer, something which has touched most people's lives, which is why Elliot sees this as a small yet vital contribution to his community.Camp Quality's purpose is to create a better life for every child impacted by cancer in Australia. They are committed to delivering programs that build resilience and optimistic behaviours for all children (0-13 years) affected by cancer.
Reviews (10)
Glen Blanch
Nov 08, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I have been a client at Elliot Watson Financial Planning for over 5 years. Elliot is knowledgable, easily contacted, listens to my queries, takes appropriate action on my concerns and gives proactive advice. I am very pleased to refer Elliot and all his staff - they are professional, friendly and have my best interests in hand.
I have been a client at Elliot Watson Financial Planning for over 5 years. Elliot is knowledgable, easily contacted, listens to my queries, takes appropriate action on my concerns and gives proactive advice. I am very pleased to refer Elliot and all his staff - they are professional, friendly and have my best interests in hand.
Mark Williams
Dec 20, 2020
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Jelinda M.
Nov 14, 2019
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Elliot has been advising me for around 4 years and during that time he has been a great support in helping me keep on track with my Financial goals. It is very reassuring to know that he’s only a phone call away should I need expert advice on a big financial decision. I’ve leant a lot from him over the years. His professionalism is outstanding. I look forward to continuing our working relationship in the years ahead.
Mark Birdsall
Aug 24, 2019
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Elliot has been offering sound financial advice to me for 10 years. I have trusted him implicitly with the majority of decision making and it has been sound advice.
Apart from the niceties of cooperation, good office ethics and a positive attitude, Elliot is great to work with, as are his team who look after the finer and very important details. I recently required a fast response and it was actioned immediately. Very impressive.
I always find Elliot positive and enthusiastic at our review meetings. He remembers finer details and has always impressed me with his non-judgemental approach. He is
Apart from the niceties of cooperation, good office ethics and a positive attitude, Elliot is great to work with, as are his team who look after the finer and very important details. I recently required a fast response and it was actioned immediately. Very impressive.
I always find Elliot positive and enthusiastic at our review meetings. He remembers finer details and has always impressed me with his non-judgemental approach. He is
Nick Taylor
Jun 09, 2019
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Aaron Spinks
Jul 23, 2018
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Rod Hirst
Aug 01, 2017
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Elliot has been our financial adviser for many years now, since we purchased our business Denman Van Village, and it has been a pleasure to see his business grow. He has given us expert advice with a personal touch (made more personal having his business in Kenrick St which is named after my Great Great Grandfather) which always makes us feel comfortable with all his advice. Always contactable to give advice when the unexpected props up.
I would not hesitate in recommending Elliot and his team forFinancial Planning
I would not hesitate in recommending Elliot and his team forFinancial Planning
Singleton Business Chamber
Jan 06, 2017
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Rob Drew
Sep 03, 2016
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Pauline Ahern
Jun 30, 2016
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Elliot has been supporting me for 5 years now. He is as keen as mustard, keeps abreast of all the current issues with great interest and has plenty of patience in guiding me to my best financial self. He gives me surety that the essentials are taken care of, and doesn't pose red tape or excessive reporting and documents. A pleasure to work with, and a relationship for the longest term. I highly recommend.
