Gregg Watts Financial Planning

If you want to be treated as a person, not be categorised as a particular colour of precious metal, and feel my philosophy might work for you, it will be great to talk.

Meet Gregg Watts

Services offered

Financial planning, from me to you.

I created Gregg Watts Financial Planning out of necessity. To take back some control, and swim hard against the tide of where my industry is heading. It took a while, but eventually it became apparent to me that I needed greater influence on how I could provide financial advice to my clients. For their sake and mine.

In my career I have worked within some of the largest banks and insurance companies in the world. I have also experienced working in small business, working at a boutique, award winning financial planning business, and within city accountants. I have worked with some excellent and very intelligent people.

Continue reading my story

Financial Planning Services

Pre-Retirement and Retirement Planning

Planning for retirement can be an exciting time for some, but also complex and stressful for others. I am told regularly that the ability to earn a wage provides significant reassurance to a person and their family. I do understand that making the decision…

Financial Planning for Families

I know myself that having a family can be wonderful and very fulfilling, but with it comes much responsibility. I believe part of this responsibility means you must hold quality insurance cover, at the right level, to protect not only you, but those most…

Downsizing and Investing

I see many clients who are in the fortunate position to be holding a large sum of money. They may have downsized and sold the family home or received an inheritance or an insurance pay out. Whatever the situation, make sure you understand your options…

Testimonials

I have dealt with Gregg for a number of years and have found him to be a genuine and loyal person. He truly cares about correct information given and provides expert advice to meet personal requirements. He follows all information through to his and his clients personal satisfaction. I have ...

B – Sorrento

Late 2014 I was in need of the services of a reputable accredited Financial Planner, someone to whom I could trust to help navigate my way to retirement and to advise me on how to make best use of capitalising on investing any funds I had to help me fund ...

M – Butler

My wife and I had discussed retirement and didn’t really know whether we had sufficient super and if we did have enough, how do we setup the best income from that super. We knew our best option was to engage a financial advisor, but with so much bad press around ...

P & J – Rockingham

Gregg Watts has been our financial advisor for the past four years. He initially assisted us with retirement/superannuation advice and the subsequent setting up of an account-based superannuation fund. In doing this for us we found Gregg to have excellent knowledge of the industry and also the ability to convey ...

K & T – Mount Pleasant

We have known and trusted Gregg with our financial planning for a number of years now. Having initially helped us to successfully negotiate a difficult TPD claim during a very stressful period in our lives, he now ensures that our future financial well being is stable and secure. We feel ...

E & N – Baldivis

We engaged Gregg to assist us with our finances as we are approaching our pension years and really didn’t have too much knowledge as to what we needed to do to set us up in our retirement. Gregg has been amazing with his advice and made everything so easy for ...

H & A – Madeley

I have used Gregg for a few years now as my Financial advisor. As a well known Businessman in Perth it gives me great pleasure to recommend Gregg’s Financial Planning as a safe pair of hands. He does not claim to be the Whizz kid making fortunes overnight. He only ...

D P – Perth

We have always found Gregg’s knowledge of the market to be very accurate. Gregg is always available for discussions regarding our portfolio, providing us with honest, timely advice and guidance, which we have followed. This advice has been extremely beneficial to the growth of our portfolio. We would highly recommend ...

D & S – Winthrop

We met Gregg several years ago when we were looking for financial advice to set up our superannuation for retirement. We were so impressed in the way Gregg explained the options available in laymen terms and how he answered all our questions, that we stayed with Gregg when he moved ...

M & J – Hamersley

Gregg knows financial planning very proficiently and explains it in simple terms to his clients, like us who are unexperienced as we have no accounting background. Furthermore, Gregg is very sincere and transparent with his advice which we would recommend to anyone looking for financial services planning. ...

M – Joondalup

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