Elevate Wealth Solutions
Direction with Confidence
Elevate Wealth Solutions
Direction with Confidence
The core principal in providing financial advice is to help you meet your objectives. If you choose to take up advice, the financial planning process can cover a number of areas that we will ascertain with you. Financial strategy and advice may include:
At Elevate Wealth we aim to get your financial affairs by delivering an action plan to help put you on the path to financial independence. We understand that financial independence means different things to different people, so we ensure that we listen and identify goals that are important to you.
We provide financial planning services based on genuine fee for advice. This means that the fee you pay is directly linked to the service you will be provided and is not dependent on the size of your account balance. We pride ourselves on not accepting investment commissions, which provide you with strategic financial planning that you can trust.
Elevate Wealth provides financial planning services based on genuine Fee for Advice. The fee you pay is directly linked to the service you will be provided and is not dependent on the size of your account balance. This ensures that you can be confident that the advice we give is solely with your best interests in mind. Elevate Wealth advisers are held accountable for providing you with the prescribed service with fees reviewed annually. At Elevate Wealth our financial planners do not accept investment commissions. This ensures we are positioned to provide you with strategic financial planning you can trust.
We want to work with clients who are interested in getting their finances into shape, making wise decision with their money and achieving financial independence.
Elevate Wealth Solutions have been an integral financial planning Hobart company in the greater southern area of Tasmania with over 20 years of experience. They have been grown alongside the Scanlon Richardson Financial Group and are now providing quality Fee for Advice for their clients. Elevate Wealth now have 2 financial advisers and have just brought on an Associate Financial Adviser to cope with growing demand whilst offering our clients the best possible customer service we can.
Some practical financial advice and strategies.
I, and my late husband, have been dealing with Matthew Hawkins at Elevate Wealth Solutions, as our financial adviser in Hobart, and at his previous employment, for at least seven years, and find him to be extremely helpful with financial planning and advice. I will continue dealing with him in the future.
Always acts in your best interests, genuine and committed to making to the most of the relationship
If you are looking for elite financial advice, whether it be superannuation, income protection or insurance, and peace of mind for yourself and your family, the team at Elevate Wealth are the people to see. I found their tailored approach very professional, and can highly recommend their services.
I was in my early-50s when I realised I needed professional advice regarding my superannuation situation. My previous provider had performed poorly for many years. The service and advice I receive from Matt and the team at Elevate Wealth is second to none. In my opinion their knowledge and professionalism, along with their approachability, ranks them as the best financial planning provider in Hobart. I gained so much confidence in my retirement plan that I recommended them to my colleagues and friends whom were equally impressed.
I would highly recommend the services of Elevate Wealth Solutions as I have found Matt and the team to be very knowledgeable, informative, energetic and trustworthy. They have regularly and diligently kept me abreast of my portfolio and provided clear, concise advice on how to best manage and enhance it. The team is also very personable, approachable and easy to deal with.
From the outset I found the people at Elevate Wealth brilliant! There was a lot of information provided but Matt presented it in a manner that was easy to understand and he pleasantly confirmed that he had answered my questions and hadn’t confused me at all. The offer of ongoing support and their availability to provide more information at any time made me feel as though I could trust them wholeheartedly. They changed my perception of financial planners; we are fortunate to have companies like Elevate Wealth in Hobart.
It's rare to find astute local financial advice who not only understand the market, but combine this with genuine, friendly customer service.
Matt Hawkins and the team at Elevate Wealth consistently go above and beyond, which gives me the confidence to know my family's finances are in great hands. Their convenient location in town also meant I was able to solve all my superannuation, income protection, and life insurance matters in my lunch break. Highly recommend!
Matt and the team at Elevate Wealth Solutions have been fantastic with their financial advice and support. They’ve really helped us with planning to upgrade our home, our superannuation and making the most out of our investments. I would definitely recommend Elevate as one of the best financial planners in Hobart.
Since my wife and I have moved to Elevate Wealth Solutions in 2015, we have been very pleased with the service of financial advice and financial planning, especially since we are both approaching retirement. Our financial advisor has given sound advice on our best options and how best to incorporate part-time work while maintaining our current life style, but still combining salary sacrifice to our Super. We have also used their services for our Tax returns, which again were completed efficiently and professionally.
My experience with Matt and the team at Elevate Wealth Solutions has been first class. They offer exceptional financial advice tailored to your individual needs and have a strong client focus. I would confidently recommend them to anyone looking for a holistic, supportive and knowledgeable financial planning firm in Hobart.
The team at Elevate Wealth always put their clients first, finding bespoke solutions that will make you feel in control of your financial security and take your lifestyle to the next level. Having a financial and accounting solution in one office really makes them a holistic solution that makes me so comfortable. I would highly recommend Matt and his team as they will always put your needs first!
I have been engaged with my financial adviser for 6 years, during which time I have found their commitment to providing excellent service and quality advice exceptional.They are extremely proactive in keeping me up to date with the latest changes in the economy and their knowledge of superannuation and ability to digest constant legislative changes and to adapt strategies that may impact me is outstanding.We have grown to trust their advice implicitly and would recommend them to anyone looking for a financial adviser to guide them through retirement.