Seminar Series

Securing Your
Financial Future:

Expert Strategies for Retirement,
Superannuation and Wealth Creation

FREE - Limited Places Available

BOOK NOW

NEWCASTLE
TUES 11TH FEBRUARY

BOOK NOW

SINGLETON
TUES 18TH MARCH

BOOK NOW

MAITLAND
TUES 18TH FEBRUARY

EVENT DESCRIPTION

FREE Seminar Series: Securing Your Financial Future

Expert Strategies for Retirement, Superannuation, and Wealth Creation

Join us for an engaging 90-minute seminar designed to introduce you to the valuable role of professional financial guidance in securing your financial future. Whether you’re starting out, growing a family, working towards retirement, or enjoying your retirement, this informative session will cover essential topics related to retirement planning and wealth creation, highlighting how expert advice can help you navigate your financial journey.

What You Can Expect:

Financial Life Stages and the Journey Toward Retirement:

Learn about the various financial phases of life and how to effectively plan for a secure retirement.

Case Study:

Explore a real-life example that demonstrates how effective planning can lead to successful outcomes.

Investments in Superannuation, Property, and Cash:

Discover the right investment options for your goals and risk tolerance.

Asset Classes and Investment Planning:

Gain insights into different asset classes and how to enhance your investment strategy.

Retirement Planning:

Understand the importance of preparing for retirement and ensuring you have the resources needed to enjoy your golden years.

Estate Planning:

Learn how to protect your assets and ensure your wishes are carried out.

Debt and Cashflow Management:

Discover strategies for managing debt and optimising cash flow for better financial stability.

Tax Implication/Minimisation:

Explore techniques for minimising your tax effectively.

Risk Management/Personal Insurance Planning:

Understand how to navigate risk management and select the right insurance to protect you and your loved ones.

This seminar is perfect for anyone interested in learning how to achieve their financial goals with professional support. Don’t miss this opportunity to gain valuable insights from our experienced advisers and discover how their expertise can help you secure your financial future.

Reserve your FREE spot today and take the first step toward a more secure financial future!

NEWCASTLE

Tue, 11 Feb, 6:30pm – 8pm AEDT

Rydges Newcastle – Wharf Rd &, Merewether St, Newcastle NSW 2300, Australia

GET TICKETS

SINGLETON

Tue, 18 March, 6:30pm – 8pm AEDT

Singleton Diggers – 49 Castlereagh St, Singleton NSW 2330, Australia

GET TICKETS

MAITLAND

Tue, 18 Feb, 6:30pm – 8pm AEDT

Mecure Maitland Monte Pio – Cnr New England Highway, Dwyer St, Maitland NSW 2320

GET TICKETS

WHY ELLIOT WATSON FINANCIAL PLANNING?

We put your interests first

We are uncompromising on the quality of work and services we provide. When you become an Elliot Watson Financial Planning client, you will be on track to achieving your goals and gain more choices, enjoyment, and security for the lifestyle you want to live now and in retirement

Learn more about the benefits of working with the team at Elliot Watson Financial! Planning. We’re in your corner and driven to achieve results.

LEARN MORE ABOUT WATSON WEALTH

Our Awards

Achieve more with multi award winning
Watson Wealth

What Our Clients say

Martin Jacobs			

				Very professional and knowledgeable , made transitioning to the pension very easy							
 11/12/24

Grey Man			

				I have been a client for over 5 years and the team at Watson Wealth have always been amazing in their support and expertise. Highly recommend!							
 04/12/24

ken frost			

				Many thanks to Jose he is very helpful with our finances going into retirement rate Watson wealth very highly							
 02/12/24

John Campbell			

				Jose has been our financial advisor for nearly five years. From initial setup of our portfolio to longer term financial protection for the family and ongoing management, Jose explains it all patiently and expertly. The proof is in the pudding - our portfolio has grown substantially, i highly recommend speaking with Jose!							
 26/11/24

Anita French			

				We've known Jose for quite some time and feel really comfortable with him. Also, the entire team at Watson Wealth are very helpful. We look forward to our future meetings.							
 12/11/24

Nigel Richards			

				Very happy with the service and advise thank you very much 🙂							
 29/10/24

Damien Hughes			

				We have been with Watson Wealth for 4 years now and feel really comfortable with Jose and team. Jose explains things in plain English. We look forward to a comfortable retirement in the next couple of years 😀.							
 22/10/24

Kath Hoskin			

				They have been so helpful in all our needs. Its like a big family							
 15/10/24

Cayle Beveridge			

				Jose has been extremely helpful to us and we are definitely glad we reached out for the help.							
 03/10/24

Lauren Cunningham			

				We've been working with Jose at Watson Wealth for a year now.  We were overwhelmed with how to manage our finances and time-poor. Jose has helped us put in place systems to grow our wealth which has made our lives so much easier and lowered our financial stress.  Highly recommend!							
 01/10/24

Kerrie McMahon			

				When meeting with Jose for the annual review, I was put at ease with friendly attitude and guidance. He explains this easily and is a pleasure to work with, looking forward to many years ahead.							
 01/10/24

Ann Campbell			

				Excellent service Thankyou							
 05/09/24

Chloe Rodier			

				Excellent advice, friendly staff who explain clearly and answer all questions							
 05/09/24

Andrew King			

				Very professional, helpful in dealing with my father's account's.  An absolute pleasure knowing  Watson wealth . If you you decide to take the professional approach with Watson wealth, you will be satisfied 100% .							
 10/08/24

Brenda Cohen			

				A great team to work with, would recommend, great advise and ready to listen to us							
 10/08/24

Tracey Brown			

				Valuable and necessary for advice and planning.  Thank you.							
 10/08/24

Barbara Humphries			

				Watson Wealth has been looking after me since 2009, managing my retirement funds, cash flow and Centrelink matters with exceptional care. Their support has allowed me to live a great life.  Highly recommended!							
 10/07/24

Aaron Burke			

				The Watson Wealth team have been absolutely incredible, I have used many of their services. The positve impact on my life is truly life changing and one I will never forget. Thank you for everything.							
 10/07/24

Alistair sing			

				Recently caught up with Jose for my annual meeting and in a time of cost of living, the plan that Jose put together has put me in strong position of security and growth. One of my investment accounts had growth of 17%! Leaving inflation well behind. Thanks Jose							
 10/07/24

Pamela Gould			

				Jose is most helpful sorting insurances and investment options. Watson wealth are very professional and courteous in their liaison.							
 10/07/24

Damian Reitsma			

				I really appreciated the fact that my Watson Wealth advisor, was closely linked in with my accountant and in fact, we were able to meet together and thus develop a truly wholistic approach to my retirement plan with my specific taxation issues also factored in without having to go back and forth between accountants and financial planners.							
 10/06/24

Geoff Vane			

				Hi, just wanted to highlight what a wonderful job Zari Williams did for us in aiding us to sell some shares. The shares were from my fathers estate from 14 years ago and the Broker was giving me a hard time about documentation from then. I don’t know what Zari said to them but a couple days later the money showed up in my bank account. Go Zari.							
 10/06/24

Trevor Walker			

				My name is Trevor Harrison and I have been a Watson Wealth client since 2016. Currently Kirsten Smith, from the Watson Wealth Team has been bending over backwards to assist with some ATO and Centrelink issues on my behalf. Her dedication to detail and patience in dealing with these Government bodies has been nothing but exceptional. Kirsten, you are a definite team player and I am sure, a valued member of the Watson team.							
 10/05/24

Leanne Wheeler			

				From the moment we first made contact with Watson Wealth we have felt enormously looked after. Kirsten in particular is so helpful and friendly. We are very pleased with our service so far and look forward to building a longstanding and fruitful relationship with the Watson Wealth team going forward.							
 10/05/24

Aleisha Crompton			

				Very great service, very friendly staff.							
 10/04/24

Ben Parsons			

				Excellent service							
 10/03/24

Colin Skelly			

				Jose and his team have far exceeded my expectations over the past year and looking forward to the future under his guidance.							
 10/02/24