Watson
Wealth
Holistic wealth management – advancing you towards realising your life’s goals.
Our Group
The brainchild of Elliot Watson, Watson Wealth’s focus is to provide holistic wealth management. Elliot saw a need for a comprehensive, collaborative, and holistic approach to wealth management to ensure client’s wealth strategies are aligned. Instead of repetitively providing the same information to each specialist, tell Watson Wealth your story once and we can help ensure your financial and legal strategies are aligned. Financial, legal and debt advice go hand in hand when managing your wealth. Our specialists work together to ensure you are getting market leading advice in each facet of your financial life.
Managing Partner
Certified Financial Planner
Elliot Watson
Financial Planning
Elliot Watson Financial Planning is a multi-award-winning financial planning business servicing Newcastle and the Hunter. Providing holistic financial planning services, the Elliot Watson Financial Planning team focus on helping you to achieve your goals.
Watson Mortgages
Watson Mortgages provides specialist mortgage and debt reduction advice. Watson Mortgages can help you with home loans, refinancing, car loans, equipment loans, investments loans, first home buyer loans, investment loans, deposit bonds and bridging loans. They will take the stress out of finding a loan doing all the leg work for you. With a landing panel of 60 to choose from, they’ll be sure to find the right rate for your circumstances.
Watson Legal
There are many stages throughout life where you need legal and financial advice[1] simultaneously. Divorce, estate planning, entering aged care and purchasing a property are just a few. What makes Watson Legal different to other law firms is we work closely with other divisions of the Watson Wealth group – financial planning and mortgage brokerage. Our collaboration means that you also only need tell us your story once, everyone is on the same page and nothing is missed. We can draw in the appropriate specialists to help with your unique circumstances where required. We work together to get you the best possible outcome.
[1] Financial advice provided by Elliot Watson Financial Planning. Elliot Watson Financial Planning Pty Ltd is a Corporate Authorised Representative of RI Advice Group Pty Ltd, ABN 23 001 774 125 AFSL 238429.
Singleton Financial
Singleton Financial is passionate about supporting people of Singleton and the Hunter Valley with sound financial planning, aged care, mortgage broking and car finance advice. The teams focus is to provide specialised and tailored advice to suit each clients unique circumstances. They work with you to achieve what it is that YOU want to achieve.
