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

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: Suite 5/19 Kenrick St, The Junction NSW 2291, Australia.
Phone: 240381623.
Website: elliotwatson.com.au
Specialties: Financial planner, Financial consultant, Investment service, Life insurance agency, Superannuation consultant.
Other points of interest: Online appointments, On-site services, Toilet, Appointments recommended.
Opinions: This company has 135 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Elliot Watson Financial Planning Newcastle

Elliot Watson Financial Planning Newcastle Suite 5/19 Kenrick St, The Junction NSW 2291, Australia
☎️240381623

⏰ Open Hours of Elliot Watson Financial Planning Newcastle

  • Monday: Closed
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Elliot Watson Financial Planning es una empresa de planificación financiera con sede en Newcastle, Australia. La empresa proporciona una gama de servicios financieros, incluyendo planificación financiera, consultoría financiera, servicios de inversión, agencia de seguros y consultoría de superannuation.

La empresa tiene una dirección en Suite 5/19 Kenrick St, The Junction NSW 2291, Australia, y puede ser contactada por teléfono en 240381623 o visitando su sitio web en elliotwatson.com.au.

Elliot Watson Financial Planning se especializa en proporcionar asesoramiento financiero personalizado a sus clientes, ayudÃndoles a alcanzar sus objetivos financieros. La empresa utiliza su experiencia y conocimiento para ofrecer soluciones financieras innovadoras y efectivas.

Algunas de las especialidades de la empresa incluyen:

  • Financial planner
  • Financial consultant
  • Investment service
  • Life insurance agency
  • Superannuation consultant

La empresa también ofrece servicios en línea, como citas en línea y servicios de sitio, lo que permite a los clientes acceder a su asesoramiento financiero de manera rÃpida y conveniente.

AdemÃs, la empresa tiene instalaciones con un baño disponible para los clientes, lo que los hace mÃs cómodos durante sus citas.

Los clientes de Elliot Watson Financial Planning han recibido una media de 4,9/5 estrellas en Google My Business, lo que indica la alta calidad del servicio que proporciona.

En resumen, Elliot Watson Financial Planning es una empresa de planificación financiera con experiencia y conocimiento que ofrece asesoramiento financiero personalizado y soluciones innovadoras a sus clientes en Newcastle, Australia.

👍 Reviews of Elliot Watson Financial Planning Newcastle

Elliot Watson Financial Planning Newcastle - The Junction, New South Wales
Troy W.
5/5

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!

Elliot Watson Financial Planning Newcastle - The Junction, New South Wales
Micaella H.
5/5

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.

Elliot Watson Financial Planning Newcastle - The Junction, New South Wales
hannah M.
5/5

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.

Elliot Watson Financial Planning Newcastle - The Junction, New South Wales
Luke P.
5/5

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

Elliot Watson Financial Planning Newcastle - The Junction, New South Wales
Karen M.
4/5

Elliot Watson & team has helped us financially to achieve our goals & dreams.
And we are happy to continue working with them into our future.

Elliot Watson Financial Planning Newcastle - The Junction, New South Wales
Anita F.
5/5

We've known Jose for quite some time and feel really comfortable with him. Also, the entire team at EWFP are very helpful. We look forward to our future meetings.

Elliot Watson Financial Planning Newcastle - The Junction, New South Wales
Karen W.
5/5

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.

Elliot Watson Financial Planning Newcastle - The Junction, New South Wales
Annette R.
5/5

Elliot has been our financial advisor since 2008. We are now retired and are very happy with his management over the years. I would recommend him to anyone. His staff are also amazing.

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