Wherever you are in your financial journey, Watson Wealth wants to help you achieve more. We provide holistic advice to help you achieve the things that are most important to you.
Our Managing Partner, Elliot Watson is a multi-award-winning Certified Financial Planner (CFP) who has been providing advice to clients since 2007. Elliot lives locally with his family and has three office locations: Maitland, The Junction and Singleton.
We are uncompromising on the quality work and services we provide. Our services:
• Superannuation and SMSF
• Investment Planning and Wealth Creation
• Personal Insurance
• Aged Care Financial Advice
• Estate Planning
• Budgeting and Cash Flow Management
• Capital Growth and Income Generation
• Group Insurance Plans
• Debt Management