3 Best Financial Services in Newcastle, NSW

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.

Great financial advice, very responsive to different questions or concerns we might raise.

Over 10 years of working with Elliott and his team and gave found them to be friendly, knowledgeable and courteous. Very professional too.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to [email protected].

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

I was skeptical about engaging a Financial Consultant, however after meeting with Jake and explaining the complexities of my situation, Jake explained in a simple language and the step by step process has made it uncomplicated. I now meet with Jake on a regular basis to get the best results for my Super. He is informative and a pleasure to work with.

I had never sought financial advice until I was introduced to Crest over 6 + years ago. Cameron has always been extremely helpful in guiding me through all the financial do’s and dont’s in moving from work to now retirement. Thanks Cameron.

Very happy and great information, and great help for our financial situation..

We were rather concerned to be transferred to a large financial planning group after having a very friendly relationship with our previous financial adviser. Jacob very quickly removed any concerns we had. We are always warmly greeted, and Jacob seems to take the conversation on from where we left off at our last meeting. We are always very well treated and are never given the impression that we are only very small investors. We consider ourselves very fortunate to have Jacob looking after our finances.

I have known Janelle for over 30 years at which time she has managed our superannuation. Her integrity and knowledge of products is outstanding. We love her and woukd not go past her ever to look after our finances.

Janelle Kirk is a great asset to the organisation and has been an immense help to me handling my finances. I would recommend Janelle.