Elliot Watson Financial Planning Newcastle

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.

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.

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!

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!

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.

Jose has been a pleasure to deal with. Extremely friendly, approachable and professional. He’s provided us with the guidance & information we needed to streamline our finances, reduce our tax and put together a financial plan for our families future. We highly recommend Jose and look forward to continuing with Elliot Watson.

We would like to say a big thank you to Jose. He has been amazing in his recommendations and organising our financial future. Jose has been extremely helpful and insightful. He has ensured we will be able to retire sooner rather than later. We would highly recommend Elliot Watson Financial Services to anyone.