Elliot Watson Financial Planning Newcastle — Finance in The Junction

Reviews of Elliot Watson Financial Planning Newcastle

• Luke

  Added 2016.04.23

  I have worked with Elliot for over 12 months and have found him to be very passionate about financial planning and his clients. He genuinely cares about helping his clients to achieve their goals.
• Gavin

  Added 2015.11.05

  I would not hesitate in recommending Elliot and his team forFinancial Planning
• Ashton

  Added 2015.07.26

  Elliot isn't just concerned with numbers on a page, he considers all aspects of his clients lives when determining the best financial planning for them. The advice he gives not only suits the short term, it aligns with a long term strategy for a successful future. I highly recommend his services.
• Cody

  Added 2014.01.13

  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.
• Hayden

  Added 2013.10.22

  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.
• Evan

  Added 2013.04.13

  I needed to establish a retirement strategy for my wife and I. We discussed our goals and objectives with Elliot and he prepared a very comprehensive report for us. His advice provided us with the investment strategies that met our current risk profile and showed us how to maximise our income in retirement, under current tax legislation. Elliot's customer service and attention to helping us to meet our goals and objectives was fantastic. Elliot’s advice has given us the ability to enjoy our retirement in a comfortable manner, knowing we have financial security. We have recommended Elliot to our friends who are looking for a very competent financial planner to manage their financial affairs.