Neil Watson Email and Phone Number
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Neil Watson personal email
Neil Watson phone numbers
The Planning Room was founded in 2012 to provide individual, tailored advice.With more than 35 years combined experience, we know what our clients want, reassurance that everything is going to be okay.We know that behaviour has a huge impact on results.The Planning Room coaches clients on behavioral techniques to ensure they get the best possible outcome. We asked clients what really matters to them; overwhelmingly; family, friendships, spending quality time with children were the common theme. So, we spent time getting the right systems in place, using technology to make our clients lives easier.People want financial planning made easy, not a product flog. We provide a place where you can talk about what matters to you. A place to feel comfortable to ask as many questions as you need answers to.A place that gives you confidence knowing you come first every time.We talk you through what changes need to be made to live the life you want to live today. We help you make the decisions to get the best possible outcome.Sometimes life throws us a curve ball, we stay with you and make any course corrections to keep you on track in your financial journey.The Planning Room- Connecting People and Enriching Lives. The Planning Room is a Corporate Authorised Representative of GPS WEALTH
Raise Foundation
View- Website:
- raise.org.au
- Employees:
- 164
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MentorRaise Foundation May 2021 - PresentSydney, New South Wales, Australia
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FacilitatorThe Financial Coach. Dec 2012 - Aug 2022Australia WideThe Financial Coach holds education sessions for small groups as an introduction to all things relevant in your financial life.From the Stock Market to Super, from Saving Strategies to Insurance, the coach gives tips on how to make yourself the best you can be financially.
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FounderThe Planning Room Apr 2012 - Aug 2022Sydney, AustraliaThe Planning Room recognises you have a busy life. You don't have time to look at your super, your insurance or your mortgage... let alone your will and estate plan... You want to spend time with your family, attend the childrens soccer/swimming or dances classes. .... sound familiar?The first thing we do is listen and so we heard loud and clear that our clients want finacial planning made easy! A place where they come to talk about what motivates them! A place they feel comfortable to ask as many questions as they need answers to.A place that gives them confidence knowing they come FIRST every time.Our approach is one of collaboration, working with you in order to achieve the best possible outcomes.We have a network of professionals working together as a team, ensuring our clients needs are always first.We have accountants, lawyers, stock brokers and mortgage brokers, all working to give the best outcome.The Planning Room- Connecting People and Enriching Lives.
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Senior PartnerPsk Financial Services Apr 2002 - Mar 201244 Market Street, Sydney, 2000 NswSenior Partner in a very successful Financial Planning Practice. Offering advice to both individuals and business clients on all aspects of protection and wealth accumulation.Assisted business clients with Superannuation requirements for staff, running education seminars and engaging staff one on one. -
Senior Partner, Director And Financial AdviserWhite Robinson And Associates Apr 1998 - Apr 2002Attraction of new clients, maintain and grow business.
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Insurance AdviserTime Financial Services May 1994 - Apr 1998Grow new business
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Boilermaker And WelderWilson Welders Oct 1989 - Apr 1994
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Quality Control InspectorCammell Laird Shiprepairers & Shipbuilders Limited 1979 - 1989
Neil Watson Skills
Neil Watson Education Details
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Superannuation, Risk Protection, Investment Planning, Taxation And Estate Planning. -
Netherley Comprehensive
Frequently Asked Questions about Neil Watson
What company does Neil Watson work for?
Neil Watson works for Raise Foundation
What is Neil Watson's role at the current company?
Neil Watson's current role is Looking forward to what happens next..
What is Neil Watson's email address?
Neil Watson's email address is ne****@****.com.au
What is Neil Watson's direct phone number?
Neil Watson's direct phone number is +64 21 91*****
What schools did Neil Watson attend?
Neil Watson attended Deakin University, Netherley Comprehensive.
What are some of Neil Watson's interests?
Neil Watson has interest in Neil Enjoys Traveling, Outside Of His Professional Life.
What skills is Neil Watson known for?
Neil Watson has skills like Retirement Planning, Superannuation, Wealth Accumulation, Financial Planning, Strategic Financial Planning, Estate Planning, Financial Advisory, Investments, Income Protection, Insurance, Wealth, Small Business.
Who are Neil Watson's colleagues?
Neil Watson's colleagues are Julie Robinson, Claudia Steiner, Lynette Houston, Lilanie Meyer, Marie Christine Broekhuysen, Jo Brooking Cgma Cpa, Dr Aphra Robbins (Mb Chb).
Not the Neil Watson you were looking for?
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Neil Watson
Sydney, Nsw -
2gmail.com, savills.com.au -
1auscoam.com -
3macquarie.com, macquarie.com, macquarie.com
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