3 Best Financial Services in Newcastle

Here’s The Deal:
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.

Here’s The Deal:
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.

Here’s The Deal:
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.