Elliot Watson Financial Planning Pty Ltd., situated in Newcastle, is a distinguished financial planning firm featuring a group of certified financial planners who have garnered multiple awards. These dedicated professionals are fervently committed to assisting individuals in realizing greater financial success. Led by certified financial planner and managing partner Elliot Watson and financial adviser Jose Hernandez, the team is devoted to delivering personalized financial advice tailored to each client's unique circumstances. At Elliot Watson Financial Planning, the group is passionate about helping clients achieve their lifestyle goals in retirement. They prioritize education and empowerment to enhance clients' lives through informed and strategic decision-making. With a focus on building long-term relationships based on open and honest communication, the team intimately understands each client's financial situation. The Elliot Watson Financial Planning team is highly skilled and works tirelessly to provide holistic advice that aligns with clients' most significant priorities. Grounded in evidence and research, they stay up-to-date with the latest developments to offer reliable and timely recommendations. Their dedication extends to making financial planning comprehensive and easily understandable for their clients. For trustworthy guidance and advice, reach out to them today.
UNIQUE FACTS:
• 356 Happy Clients.
• 42 Retire In Style.
• 150 Growing Families.
• Online Appointments.
• On-site Services.
• Specialised Advice.
Best Financial Services in Newcastle
Expert recommended Top 3 Financial Services in Newcastle, New South Wales. All of our financial services actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
We have a strict “No Pay to Play” policy.
ELLIOT WATSON FINANCIAL PLANNING PTY LTD. REVIEWS
My partner Hayden and I learnt a lot from the Financial Planning meeting we had with Jose in Maitland. We were able to ask questions about everything and Jose was happy to explain it all in detail. We both feel more comfortable about the direction to take in the future with our finances, and we will definitely be recommending Jose and Elliot Watson Financial Planning to our friends and family.
I cannot speak highly enough about my experience with Elliot Watson Financial Planning during a particular challenging time in my life. From the moment I reached out to them, I was met with the utmost professionalism, empathy and expertise. I am incredibly grateful for their life changing advice and service during my time of need. Thank you for everything!
We've been with Elliott for around 6 years and have been very pleased with his service and advice. Heading into the retirement phase of our lives in a great position thanks to Elliott.
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Crest Financial Services, a locally owned and operated financial consultancy firm based in Newcastle, is dedicated to providing high-quality financial advice to the Newcastle, Hunter, and Central Coast regions. With over two decades of service to the community, Crest Financial Services has become a trusted name in the field. Paul Howden, the adviser and managing director, brings a wealth of experience in Financial Planning, ensuring the delivery of tailored and professional advice. Backed by a team of seasoned professionals, Crest Financial Services supports clients in achieving their goals and attaining financial peace of mind through various services. They take pride in offering friendly, professional, and efficient assistance, tailoring advice to each client's unique circumstances. Their commitment is evident in guiding clients toward their objectives and fostering financial well-being. Crest Financial Services envisions providing exceptional financial and accounting support to individuals and businesses. Serving clients across the Hunter, Newcastle, Port Stephens, Central Coast, and greater New England area, they maintain four offices in Crest Newcastle, Crest East Maitland, and Crest Nelson Bay. This strategic presence allows them to cater to a diverse clientele and offer a wide array of services to meet the community's financial needs.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Tailored Advice.
• Friendly, Professional & Efficient Services.
Specialty:
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
CREST FINANCIAL SERVICES REVIEWS
I have been receiving financial advice from Rhys Higgins at Crest Financial Services for more than five years. I trust Rhys, and would highly recommend him. Crest offers independent financial advice, which is what I was searching for. I find Rhys to be very easy to talk to, genuine, and honest. In the past, I've found some financial advisors to be a bit pushy. I did not find this at all with Crest. Rhys helped me with my financial planning during a very difficult time in my life, and continues to do so. I'm extremely grateful to Rhys and his team for looking after me and my family.
Patrick and the team at Crest Financial Services Newcastle have been providing excellent financial advice to my wife and I over quite a number of years now and we couldn't be happier with the services provided. Patrick is very knowledgeable, easy to deal with and professional and is supported by a great team who are dedicated to helping you achieve your financial goals. We highly recommend Patrick and the team at Crest Financial Services to anyone who wants to take control of and secure their own financial future.
Crest has been absolutely great! My partner and I are exceptionally happy with the service provided. We had a consultation with Jake and he explained our situation and how he could help in a clear and concise manner. We have already felt like we achieved the next step in building wealth for our family.
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Steve May Financial Services is one of Newcastle's most reliable financial advisory firms, known for delivering affordable and personalized financial advice. Leading the team is Steve May, a seasoned professional with over two decades of experience in addressing the financial planning needs of his clients. Steve May Financial Services is committed to making financial advice simple and accessible. Steve May is passionate about educating and assisting individuals in achieving their goals and aspirations. The firm believes that financial advice should be both straightforward and affordable. The firm is dedicated to offering precise, cost-effective, and individualized financial planning guidance to clients in Newcastle, Lake Macquarie, the Hunter Valley, Central Coast, and Sydney. With their expertise, they can assist clients in realizing short-term, medium-term, and long-term financial objectives through tailored guidance and services. Understanding that everyone's financial journey begins somewhere, Steve May Financial Services is ready to help clients with various aspects, whether it's optimizing cash flow structures, consolidating superannuation, organizing life and income insurance, establishing a savings plan, drafting a Will, or addressing a combination of these needs. Their goal is guiding clients in implementing the right solutions to meet their financial requirements.
UNIQUE FACTS:
• Uncomplicated, Affordable & Personalised Financial Planning Advice.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
STEVE MAY FINANCIAL SERVICES REVIEWS
My wife and I have been with Steve for 19 years and he has never let us down. He is patient, genuine and very knowledgeable. He has always taken time to understand us and what our future plans are and he has helped us adapt to our changing circumstances along the way. He’s easy to talk to and a great listener. We happily recommend Steve for people at all stages of life (especially if you are sick of trying to do it all yourself like I was.
It was with a degree a trepidation when my wife and I searched for a financial advisor after having a less than enjoyable experience with our previous long term advisor. From the outset Steve and his team have been nothing but honest and professional. We have been impressed with Steve's cool, calm manner and we both now feel confident about our current and future financial position.
Steve May Financial Services was recommended to me after having had a very bad experience with another financial adviser. I was impressed by his straightforward, honest and easy to understand approach. He understood my circumstances and has handled all my financial needs professionally with transparency and no complications. I highly recommend.
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