Neil Watson

Director & Senior Financial Adviser

Founder and Director of The Planning Room, Neil Watson gets a kick out of taking his clients on a journey. By tapping into what you want and helping you understand more about the financial markets, he’s a gun at making sure you act now to start living the kind of life you truly desire.

An apprentice boilermaker from the River Mersey in England who worked on naval vessels and oil exploration rigs, Neil arrived on our shores aged 24 and backpacked his way around Australia before settling into a career as a financial planner.

Wealth creation advice, wealth protection strategies and discovering what makes people tick are Neil’s passions in life. His enthusiasm for people is infectious and clients even say he makes finance fun!.

By taking time to listen to his clients’ needs, Neil gets to know and understand their unique financial situations to work out clear financial goals and objectives.

Neil provides assistance in all areas of financial planning and specialises in the following advice areas:

  • Wealth creation and wealth strategy advice
  • Insurance
  • Superannuation
  • Asset protection and estate planning

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