Elliot Watson Financial Planning Newcastle - The Junction, New South Wales

Troy W.

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!

Rhys W.

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!

Ellen C.

Vikas has been such a great help setting ourselves up to help grow our future. We are novices when it comes to finances and have appreciated guidance to set up our young family for success

Micaella H.

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.

Tom R.

Highly recommend this company for anyone, but most importantly the youth. Without their expert advice, I’d not have a clear direction for my future personal/business ventures.

hannah M.

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.

Samantha W.

Very knowledgeable and helpful to help set ourselves up for the future. Make things easy to understand and simple.

Luke P.

Jose has been so helpful with restructuring our financial affairs and prepare for our future. Always so friendly and welcoming! Highly recommend!