November Newsletter

Elliot Watson Financial Planning Newsletter

Welcome to Elliot Watson Financial Planning's first newsletter.

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Thank you!

The inaugural year of EWFP has been very exciting and Elliot would like to thank you for all for the support and well wishes he has received in taking this step. Elliot has been working hard on the business and is proud to update you with the following news.

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Office Location

Elliot Watson Financial Planning has two office locations for meeting with clients:

Newcastle - Suite 1, 19 Kenrick St, The Junction NSW 2291
Singleton - 9/174 John St, Singleton NSW 2330

Meetings are also available upon request at East Maitland and Sydney.

The Newcastle office is operational and is staffed five days per week, the office hours are 8.30am-5.00pm, Monday to Friday. If you require administration support, please contact the office on 02 4032 7935 or email ask@newcastlefinancialgroup.com.au

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Creating Relationships

Over the course of the year EWFP has been busily forming new relationships and rekindling old ones with key business partners. Should you require support from either of these professionals please contact Elliot and he will support you in establishing contact.

Andrews Accountants - Singleton

EWFP has formed a partnership with Andrews Accountants in Singleton. EWFP works out of Andrews Accountants offices by appointment to service the financial planning needs of those of the Upper Hunter. Andrews Accounts are also available to provide accounting and taxation advice to our clients when required.

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Mortgage Masters

Financial Planning and Mortgage Broking go hand-in-hand. It is for that reason that EWFP has formed a relationship with Mortgage Masters to better services the needs of our clients.

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Referrals - Continued Support of EWFP

We wish to thank you all for the referrals that you have been giving us throughout the year, it is really is the best complement. If you are happy with the service that EWFP provides then please refer us to your friends and family. We are always looking for new clients. Our initial consultation is complimentary, so it is a risk free trial for your friends and family members. A sound financial plan is imperative for financial success.

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EWFP Articles

EWFP has been busy discussing the financial issues affecting our lives. Please click on the links below for articles from the past 6 months:

Brexit
The Economy
Superannuation
Owning your own home
Raising Children

Remember to follow us on social media to keep up-to-date with EWFP news and events.

New Addition!

Elliot and Karyn have recently welcomed a new addition to their family, a golden retriever puppy called Costello. Costello is now feeling at home after a few sleepless nights and has started some of his own renovations in the backyard, including digging numerous holes and removing a few plants. He loves sitting in the lounge room and watching the cars drive by.

Elliot and Karyn’s house renovations are continuing and are keeping their weekends full.

Business Info

Mobile: 0409 931 984
Email: ask@elliotwatson.com.au

Disclaimer
Elliot Watson Financial Planning Pty Ltd* and its advisers are Authorised Representatives of RI Advice Group Pty Ltd, ABN 23 001 774 AFSL 238429.

The information (including taxation) in this website does not consider your personal circumstances and is of a general nature only – unless otherwise stated. You should not act on the information provided without first obtaining professional advice specific to your circumstances.

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Watson Wealth · PO Box 5 · East Maitland, NSW 2323 · Australia