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.

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.

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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…

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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…

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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…

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After a few years now having Gregg look after my superannuation I have never been in a better position. Very professional service,…

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B P – Ascot

Gregg has been our financial advisor for the past few years and we have found him to be very knowledgeable, professional, ethical…

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L & S – Bull Creek

Gregg knows financial planning very proficiently and explains it in simple terms to his clients, like us who are unexperienced as we…

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M – Joondalup

We have always found Gregg’s knowledge of the market to be very accurate. Gregg is always available for discussions regarding our portfolio,…

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D & S – Winthrop

We engaged Gregg to assist us with our finances as we are approaching our pension years and really didn’t have too much…

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H & A – Madeley

Gregg Watts has been our financial advisor for the past four years. He initially assisted us with retirement/superannuation advice and the subsequent…

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K & T – Mount Pleasant

Late 2014 I was in need of the services of a reputable accredited Financial Planner, someone to whom I could trust to…

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M – Butler

Gregg is reliable, honest and easy to talk to. When Gregg left his previous employment we were assigned another financial planner. My…

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N & C – Southern River

Having been with Gregg for 10 years I have the utmost confidence in his advice and knowledge. His recommendations are presented in…

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M – Ocean Reef

We met Gregg several years ago when we were looking for financial advice to set up our superannuation for retirement. We were…

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M & J – Hamersley

I have used Gregg for a few years now as my Financial advisor. As a well known Businessman in Perth it gives…

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D P – Perth

We have known and trusted Gregg with our financial planning for a number of years now. Having initially helped us to successfully…

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E & N – Baldivis

My wife and I had discussed retirement and didn’t really know whether we had sufficient super and if we did have enough,…

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P & J – Rockingham

I have dealt with Gregg for a number of years and have found him to be a genuine and loyal person. He…

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B – Sorrento

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