Singleton Financial Planning – Serving the people of the Hunter

Singleton Financial Planning has launched in Singleton.  It is the brain child of Mark Andrews, owner of local accounting firm Andrews Accountants, and Financial Planner Elliot Watson.  Elliot and Mark have been working together to support the local area since 2010.  They identified an opportunity to better serve their customers by providing all their accounting and financial planning needs under one roof. Their collaboration has been made official in Singleton Financial Planning.

Singleton Financial Planning will be operating out of the office of Andrews Accountants, at 9/174 John St, Singleton NSW 2330.  It will be headed up by Elliot.  An award winning Certified Financial Planner (CFP), Elliot has been providing the Singleton community with financial advice for over 10 years.  He is well versed in the financial concerns of the people of the area. Singleton Financial Planning specialises in:

·         Superannuation ·         Personal Insurance ·         Wealth Creation ·         Retirement Planning ·         Borrowing to invest ·         Self-Managed Superannuation Funds

·         Budget and Cash Flow Management ·         Debt Management ·         Property Strategies ·         Estate Planning ·         Centrelink ·         Aged Care

It is estimated only 1 in 5 Australians see a financial planner, a concerning statistic considering 43% of Australians do not believe they will be able to fund their post work lives. It is projected that a lump sum of $640,000 will be required to support a comfortable lifestyle for a couple. Many Australians are falling short of this mark.  Having the right financial advice can make a significant difference in the quality of life after work.

However, Financial Planning is not just about superannuation.  It is about helping you to reach your financial goals.  It is recommended that you consult a financial planner around major events in your life, such as prior to getting married or divorced, upon starting a family or when wanting to buy a house.

The focus of Singleton Financial Planning is to provide ongoing support to the people of the Singleton community and its surrounds with sound financial advice.  Elliot takes pride in seeing his clients achieve their financial goals.  He is dedicated to providing specialised advice tailored to each client’s individual circumstances.  The vision of Singleton Financial Planning is that its clients, confident in the knowledge that their finances are under control, are empowered to just get on with enjoying life.

If you would like help achieving your financial goals please contact Singleton Financial Planning on 1300 713 733 for an initial consultation.