Watson Wealth is a multi-award winning financial services business based in Newcastle and the Hunter region of Australia. Led by founder Elliot Watson, the company offers a comprehensive range of services aimed at helping clients achieve their life goals through building and protecting their wealth. With a team of dedicated specialists in financial planning, personal insurance, legal services, and mortgage broking, Watson Wealth takes a holistic approach to wealth management, ensuring that all aspects of a client’s financial needs are met in a strategic and proficient manner.
At the core of Watson Wealth’s philosophy are three key principles: putting clients’ goals and aspirations first, capitalizing on every opportunity to advance their financial position, and celebrating clients’ achievements as their own. By providing market-leading advice and a collaborative approach to financial planning, mortgage broking, and legal services, Watson Wealth aims to empower clients to achieve financial freedom and security both in the present and in retirement.
Through its various divisions, including Elliot Watson Financial Planning, Watson Mortgages, and Watson Legal, the business offers a seamless and integrated approach to managing clients’ wealth. By working closely together, these divisions ensure that clients receive tailored and specialized advice to suit their unique circumstances, whether they are seeking assistance with financial planning, mortgage and debt reduction, or legal matters such as estate planning and property transactions. With a focus on collaboration and client-centric service, Watson Wealth is dedicated to advancing clients towards realizing their life’s goals.