Leading Together

Feeling stressed in times of financial uncertainty is something we all go through at some point in our lives. But we believe it’s not something you have to go through alone.

Leading together is something we believe in as a team. We want to help you achieve the right decisions together because you were equipped with the right set of knowledge and wisdom.

Martin Watson

Martin Watson

Managing Director / Senior Financial Adviser

 Michael Jobbins

Michael Jobbins

General Manager

Stephen Davies

Stephen Davies

Senior Financial Adviser

Lauren Murphy

Lauren Murphy

Client Service Manager

Elliot Talbot

Elliot Talbot

Adviser Assistant

Angie Jobbins

Angie Jobbins

Administration Assistant

What our clients say about us

I have had a number of appointments with Martin at Bellwether who has demonstrated great patience and compassion.  Martin always took the time to explain options and really looked into what I needed whilst always remaining patient and compassionate to my situation.

We placed a lot of faith in Bellwether from the start, primarily due to the fact that the Cancer Council, who I placed all our trust in, had recommended the team.  It was not long before the trust we placed in that decision was proven in the way that Martin conducted all his dealings with me.

Again Martin, I appreciate all your help through a difficult time and thank you for your patience, understanding and compassion.  I would certainly have no hesitation in recommending your services to others.

Diane Hankinson

We have been fortunate to have known Martin for some 20 years and in that time he has provided us with very sound financial advice in relation to our finances. In the earlier years this related to investment strategies and home loan structuring and now in our retirement excellent guidance for ongoing wealth creation and lifestyle management. We love to travel and Martin’s good advice and stewardship of our nest egg is going to allow us to do just that.

This professionalism carries through to the whole Bellwether team. We as clients are made to feel welcomed and at home with the group.

Trust is an important part of being comfortable with your retirement finances and Martin and the team at Bellwether Finance Group certainly have ours. We would have no hesitation in recommending Martin and his team to anyone seeking financial management advice.

Paul & Amanda Connell

I have known Martin for nearly 20 years. In that time, he has acted as my financial adviser and has proved to be professional and well informed in all areas of finance. His recommendations have been based on sound knowledge and his advice has always been prudent and considerate. I have been more than happy with the results he has achieved on my behalf. At all times, Martin has respected my views on risk factors and his excellent judgement in all matters related to finance has enabled me to feel confident in his ability to assist me in managing my affairs. In his absence, his staff are courteous and confident in dealing with all enquiries. I highly recommend Martin as a sound and professional adviser in all areas associated with finance.

Donald Pike

I have had the good fortune to have Martin as my financial adviser for seven years. During that time Martin has continually provided me sound advice and guidance, while all the while respecting my views and wishes. He diligently and expertly helped me through the process of consolidating my superannuation and other assets after I retired, such that I now enjoy a comfortable retirement, and I feel financially secure. Martin has always shown himself to be committed to my interests and financial well-being. Nothing ever seemed too much trouble for him, and I am sincerely grateful for everything he and his team have done and continue to do for me.

Grant Sutherland

Martin is one of the most passionate and considerate financial advice professionals I had the pleasure of working with. Always focused on providing exceptional client experience and outcomes, Martin’s smarts and genuine interest in helping others sets him apart.

Jo Wiloughby

GAICD

I would recommend Bellwether F.G. to any of my friends as they are so wonderfully helpful and professional at all times.

Lorraine R.

I wish to thank Bellwether Financial Group, for all the constructive and valuable advice and amazing support in assisting me to effectively manage my financial affairs over the last several years.

All members of this team are very up to date and knowledgeable in their varies areas within the group, are very pleasant and professional when doing business, are always available on time, and always neat and tidy at appointments. When members swap customers, the customer concerned is consulted and the member taking on the case sits in on meetings to become prepared and familiar to follow on smoothly.

I always feel comfortable at meetings, and am given the relevant information I need to fully understand the current situation. The team are also extremely helpful in ensuring I have given Centrelink the information to meet their need also.

Barbara Miller

Martin Watson is a very experienced and qualified financial services professional who has attained the industry’s highest designation CFP and also has the strong respect of his many peers in the industry. Martin has been providing award winning and personalised financial advice and related services to his large client base for over 20 years. He has a strong knowledge of how to apply appropriate financial services to each of his clients and exhibits maturity well beyond his years. He has also been very active in helping to raise significant donations for various charitable organisations for whom he has allocated many unpaid hours of his valuable time on a regular basis. I have no hesitation in strongly recommending Martin Watson Certified Financial Planner (CFP) as a professional financial services professional.

James Callahan

RAMS

Corporate Documents

CPD Policy
Financial Services Guide - Martin Watson
Financial Services Guide - Stephen Davies
Privacy Policy

Bellwether Perth CBD Pty Ltd
ABN 53 647 486 502 ASIC No 1286717
Is a Corporate Authorised Representative of
Bellwether Financial Group Pty Ltd
ABN 56 607 274 411 AFSL 479993

Copyright 2021 Bellwether Financial Group

Address

Bellwether Perth CBD
Level 20 Exchange Tower
2 The Esplanade Perth WA 6000

PO Box Z5393 St Georges Tce
Perth WA 6831

 

 

 

Contact us

Monday to Thursday: 9am - 4pm
Friday: 9am - 3pm

P: 08 9225 4462 or 1800 236 652

Email us at: admin@bellwetherfg.com.au

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