Elliot Watson Financial Planning in Newcastle, New South Wales | Financial planner

Elliot Watson Financial Planning

Locality: Newcastle, New South Wales

Phone: +61 2 4038 1623

Address: Suite 5, 19 Kenrick St 2291 Newcastle, NSW, Australia

Website: http://www.elliotwatson.com.au/

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24.01.2022 Remembering those who died so we could be free. #AnzacDay2020

23.01.2022 Choices = Wealth. Have the financial freedom to live the life you choose for yourself.

23.01.2022 May Market Wrap https://www.elliotwatson.com.au/market-wrap-may-2020/

23.01.2022 Skip running to the sales - here are some tips on what you can do before 30th June to get more bang for your buck this financial year. https://www.elliotwatson.com.au/eofy-checklist-get-more-ba/

23.01.2022 September Market Wrap

22.01.2022 If you are planning on making a co-contribution to your superannuation now is the time. To take advantage of the governments co-contribution scheme you must make the payment before 30th June. https://www.elliotwatson.com.au/eofy-checklist-get-more-ba/

22.01.2022 We often have clients come to us who are on good incomes but still feel like they live week to week. Our financial coaching can help reduce your debt, save an "emergency fund" for things like the dentist and grow your wealth. Advice that is tailored to your circumstances has the biggest impact.

22.01.2022 Wishing all our clients a very Merry Christmas filled with love, laughter and fun family time.

21.01.2022 How much money will you need in retirement to have the lifestyle you want? There are conflicting ideas about how much income would be needed to last throughout retirement, some say $250,000, others $640,000, some even $2 million. Use our online calculator to see how much you could have in retirement. https://www.elliotwatson.com.au/how-much-super-do-we-need-/

20.01.2022 Often we get caught up in the day-to-day and lose sight of the bigger picture. Working with a financial adviser can help you understand what's important, what you can control, and focus your time and resources accordingly.

20.01.2022 Article by Elliot Watson published in the Hunter Headline, on how to prepare and protect your finances during this economic downturn. #Coronavirus #money #finances

20.01.2022 This is especially true for superannuation. The earlier you give it focus, the earlier the benefits of compounding interests can assist you you growing your retirement nest egg.

19.01.2022 Plant the seed of your superannuation early and water it regularly to ensure you have plenty of shade in retirement.

19.01.2022 Markets have fallen from record highs in Feb. Important to remember that time frame for investment matters most, returns from Jan 2019 are positive. Advice is crucial in times like these. What are you invested in?

18.01.2022 We often hear our clients say they wish they’d gotten financial advice earlier.

18.01.2022 Happy Mother’s Day to all the wonderful mums out there

18.01.2022 Meet our wonderful adviser Jose. He is here to assist you to grow your wealth, plan for retirement and achieve your goals. Whatever it is you want to achieve he will work with you to help make it a reality.

18.01.2022 The RBA has announced the new official interest rate. Historic lows means it is a great time to review your loans.

17.01.2022 The four things you should expect when visiting a financial planner for the first time.

17.01.2022 Achieve More. More choices. More enjoyment. More security. We are here to help you achieve the financial freedom needed to realise your life goals.

16.01.2022 The RBA has announced that the official interest will remain on hold at 0.25 per cent. If you are paying more than 3% interest on your mortgage get in contact today and let Watson Mortgages help find you a better rate.

16.01.2022 We like to say it is about time in the market not timing the market.

16.01.2022 Financial advice, combined with a well drafted will, can help protect your wealth, keep it in your family, and reduce tax. Find out more. https://www.elliotwatson.com.au/protect-your-wealth/ #financialadvice #wills #trusts

15.01.2022 With interest rates at an all time low, let Watson Mortgages find you a better deal!

15.01.2022 Christmas celebrations! The team got muddy quad biking at Glenworth Valley.

15.01.2022 The 2020/21 federal budget has been touted as the most important budget since World War II and its big focus is tax cuts and jobs! Here is a review on how the budget may impact you and your family.

14.01.2022 Happy Father’s Day to all the wonderful dads out there!

14.01.2022 Tailored financial advice can help put your on the path of success. Achieve more in 2021 with Elliot Watson Financial Planning.

14.01.2022 Happy Easter from all of us at Elliot Watson Financial Planning!

13.01.2022 Now that restrictions are lifting in most of the country, its hard to imagine that life will ever be the same again. Lets look at what some of the ongoing financial and economic impact of the pandemic could be - things to think about if making investments or plans for the future. https://www.elliotwatson.com.au/post-coronavirus-economy/

13.01.2022 Meet our team of dedicated professionals https://www.elliotwatson.com.au/meet-the-team/

13.01.2022 We are thrilled to announce that Elliot Watson has been named as a finalist in the ifa Excellence Awards for Practice Principal of the Year 2020! The ifa Excellence Awards showcases the industry’s most prestigious accolades recognising excellence across the entire independent financial services industry. The awards pinpoint professional development and innovation, showcasing both the individuals and firms which are leading the way in the industry. Winners are announced on the 29th October 2020. We wish Elliot good luck!

13.01.2022 Experts say that far more Australians will die by suicide due to the lockdown, than those who will die by the coronavirus. The rates of suicide are predicted to be about four times higher than rates of death due to COVID-19 and if unemployment reaches 15 percent, this is predicted to bring the yearly suicide rate up by 50 per cent.

13.01.2022 June Market Wrap https://www.elliotwatson.com.au/market-wrap-june-2020/

13.01.2022 Are you paying more than 3% on your mortgage? With interest rates at an all time low, now is a great time to consider refinancing. Let us do all the legwork for you. Book a meeting today with our broker Fiona Haasnoot and you could be on your way to saving thousands in interest over the lifetime of your loan.

12.01.2022 Meet Jenny Babekuhl our newest team member. Joining us as a Client Service Manager, you will likely hear Jenny's friendly voice at the end of the phone if you give us a call!

12.01.2022 Your ability to earn an income is your greatest asset. Protect you and your family with personal insurance.

12.01.2022 Steps on how to apply for early access to your superannuation... however use extreme caution. #financialadvice #futureretirement #superannuation

11.01.2022 Get to know our financial planner Jose Hernandez and learn how he can help you achieve more with your finances.

11.01.2022 The best time to start improving your financial position is today. Get in contact.

11.01.2022 Could you retire with $2 million? One million dollars is often cited as the gold standard of retirement savings. It sounds like a lot of money, but it may not provide the income you need for the lifestyle you want if you are a couple or if one of you has increased healthcare needs. Calculate how much you need to put away each month to have $2 million at retirement. It may surprise you how a little can add up to a lot - especially if you start early!... https://www.elliotwatson.com.au//retire-with-two-million-/

11.01.2022 Aged Care Financial Advice is not something we like to think we will need, but the unfortunate reality is that with declining health and mobility an aged care placement often becomes a necessity. Aged care advice is a complex area requiring financial and legal knowledge which is why we have teamed up with Gary Watson, from Watson Legal, to provide comprehensive aged care financial and legal advice. If you need help making informed decisions for a loved one entering into aged... care, now or in the next few years, get in contact to discuss how we can help. The initial 30 minute consultation is complimentary. https://watsonwealth.com.au/watson-legal/

11.01.2022 Just like 'hand washing' and 'mask wearing' are key to protecting your family during this pandemic, personal insurance can provide some reassurance your family is protected if you get ill or injured. https://www.elliotwatson.com.au/how-covid-19-highlights-th/

10.01.2022 What do you want to achieve out of life? Achieve more with Elliot Watson Financial Planning.

10.01.2022 Restrictions may have eased slightly today but the message is to still stay at home where possible - so why not do something constructive? Read on for steps on how to complete an Iso-Financial Health Check. It may reap more rewards than your thought possible. www.elliotwatson.com.au/isolation-financial-health-check/

10.01.2022 Tips on how to financially prepare for the costs of raising children.

10.01.2022 Volatile markets are here to stay, but the principle of investing and staying the course has never held more weight when looking at 2020 in reflection.

10.01.2022 Our financial planning process is designed to help you achieve more. https://www.elliotwatson.com.au/our-process/

10.01.2022 Wondering how much superannuation you will have to fund your retirement? Use our online calculator. https://www.elliotwatson.com.au//retirement-income-estima/

09.01.2022 Want to be free to live the lifestyle you want in retirement? Here is what you should be doing in your 20s, 30s, 40s, 50s and 60s to prosper in retirement. If you need help getting on track, get in contact today and discuss your circumstances with one of our advisers.

09.01.2022 Australia's interest rates will remain at the historic low of just 0.1 per cent for the rest of 2020 after the nation's central bank decided not to slash the official cash rate further.

08.01.2022 No matter what 2020 threw at you, make 2021 your comeback year! Set financial resolutions this new year that will put you on a path for success. Our biggest tip - don't go it alone!

08.01.2022 When you weigh up the value of receiving financial advice, the cost benefit alone puts you in front, with research showing you generally are 3% better off than going it alone.... but that is just the beginning. There is value in receiving good advice. https://www.elliotwatson.com.au/the-true-value-of-good-adv/

08.01.2022 July Market Wrap

08.01.2022 October Market Wrap

07.01.2022 Learn how Certified Financial Planner, Elliot Watson can help you grow and protect your wealth.

07.01.2022 Industry funds are in trouble and have asked the government for help. Passive investment strategies and illiquidity could spell big trouble for your retirement nest egg. Is your superannuation invested appropriately in the post corona economy?

07.01.2022 We will be closing for the Christmas break 3pm Wednesday 23rd December and re-opening 9am Monday 4th January 2021. We wish all our clients a safe and happy Christmas break.

07.01.2022 Avoid get rich schemes - here is how to grow your wealth.

07.01.2022 Watson Mortgages are running an awesome competition. Like their page and share the below post to go into the draw to win a $250 Westfield gift voucher.

07.01.2022 April Market Wrap https://www.elliotwatson.com.au/market-wrap-april-2020/

06.01.2022 More choices. More enjoyment. More security. We are here to help you achieve the financial freedom needed to realise your life goals.

04.01.2022 November Market Wrap

04.01.2022 Happy New Year! Make 2021 your year to prosper.

04.01.2022 Tips on how to prepare for the costs of raising children.

04.01.2022 Aged Care Financial Advice can help provide peace of mind knowing you have made informed decisions for the care of your loved one and their estate. We work closely with Watson Legal to provide the combined financial and legal advice you need when transitioning a loved one into care.

03.01.2022 **Dow Jones breaks 30,000 points** for the first time in history! This a good reminder that in times of crisis (Covid-19 earlier this year) it is important not to panic and to stay committed to your risk profile and remember the most important rule, timeframe for investment. #diversification #superannuation

03.01.2022 December Market Wrap

03.01.2022 According to a study by Core Data, the below are the benefits ordinary Australians see from receiving financial advice. Note, not only are there tangible financial benefits, but there are also emotional and holistic benefits.

02.01.2022 We often hear from new clients that they are worried about having enough money to do the things the enjoy in retirement. We work with you to help develop a tailored financial plan so you can achieve the retirement you want, and put a stop to your concerns.

02.01.2022 An investment in knowledge is an investment in yourself. How will you invest in yourself in 2021?

02.01.2022 Watson Mortgages can help! Get in contact today.

01.01.2022 While human instinct warns us to run from bears, the canny investor now sees an opportunity to buy. #wealthcreation #advice #EWFP