Elevate Wealth Solutions
Elevate Wealth is a Hobart owned and based Financial Advice firm. The specialist team at Elevate Wealth are highly experienced and qualified to help you meet your financial planning needs, and with clients across the state and country your location is no barrier. Our number one objective is to help you achieve your financial and lifestyle goals and ensure money isn’t something you have to worry about.
Our Mission Statement
Our Clients
Our clients are placed at the forefront of everything we do.
Our People
We pride ourselves on the quality of our people and our culture. We love what we do and enjoy ourselves along the way.
Keep it Simple
We truly believe that simple is better. We take complicated situations and break them down to develop straightforward and effective outcomes for our clients.
Fully Transparent
We pride ourselves on our transparent fee structure. We do not accept investment commissions or kickbacks from product providers. Our advice is based on genuine fee for advice. Our quote = our fee.
Our People
Matthew has over 15 years’ experience in the Financial Services Profession and holds a Bachelor of Commerce Majoring in Accounting and Finance, a Diploma of Financial Services, holds the Fellow Chartered Financial Practitioner Designation and has held previous roles as the Tasmanian State Director & Treasurer of the Association of Financial Advisers, the peak industry body for Financial Advisers.
Matthew’s specialities include retirement planning, social security advice, wealth accumulation strategies and aged care. His vast experience throughout his career provides him with the skills to understand and articulate clients’ financial and lifestyle challenges with great clarity. He has the unique ability to explain often technical concepts in client-friendly language.
Damian helps clients grow, protect and manage wealth. He ensures clients are comfortable and confident in their decision making, and that they stay on track to achieve their personal and financial goals. Damian’s professional career has seen him work in a broad range of finance and non-finance related roles. He holds a Bachelors Degree majoring in Finance, a Graduate Diploma of Financial Planning and a Diploma of Business Management. Damian is a qualified financial adviser and member of the Association of Financial Advisers. He is passionate about helping clients achieve their personal and financial goals. Outside of work, Damian enjoys cycling, golf and travelling.
Alastair attended Macquarie University and in 2014 obtained a bachelor degree in Applied Finance. After completing a 6 month internship at a private wealth firm in Switzerland, he relocated to Hobart and began working as an associate financial adviser. Since then he has completed a graduate diploma of Financial Planning is now a qualified financial adviser and member of the Association of Financial Advisers.
Alastair seeks to empower clients by educating them on strategies to enhance their financial situation both now and in to the future.
Will has served in the financial planning industry for over a decade in a variety of roles, most recently moving into the delivery of financial advice direct to clients. Will holds a Master of Financial Planning from Griffith University and uses his knowledge of the industry to tailor optimised solutions to benefit clients, with his main drive being to help people achieve financial comfort and security and to realise their dreams. Outside of the office, you will most likely find Will out and about at a park with his two young boys or settled on the couch watching sport.
Lachlan is a seasoned financial professional with a degree in Commerce, majoring in Financial Planning, from Griffith University. With seven years of extensive experience in paraplanning, Lachlan has honed his skills in providing detailed financial analysis, developing strategic financial plans, and supporting financial advisors in delivering top-notch client services. His deep understanding of financial principles, combined with his practical experience, makes Lachlan a valuable asset in the financial planning industry, dedicated to helping clients achieve their financial goals with precision and confidence.
Kimberley joined us in 2019 at Elevate Wealth Solutions as a Client Services Manager. She has finished her degree in Administration and a Bachelor of Business majoring in Marketing at the University of Tasmania. Kimberley has a passion for delivering excellent service and has a keen eye for detail, whilst also delivering Marketing Services building on brand development and content creation for Elevate Wealth Solutions.
Samantha joined the Client Services team at Elevate Wealth in 2022 after leaving a decade long career as an Administration Manager and Bookkeeper in the Accounting profession. Samantha brings with her extensive and valuable knowledge around administration and client support and is one of the first points of contact for our new and existing clients requiring assistance. Outside of work, Samantha enjoys reading, travel and indoor rock climbing.
Karly joined the Elevate Wealth team in January 2024. She has been in the financial planning industry for the past 4 years, and has experience in both self-licenced and corporately licenced advice firms. She has sound knowledge of compliance and regulatory requirements, along with extensive client facing experience. Karly enjoys working with advisers to develop strategies for our clients and is working towards a paraplanning role within the business.
Kurt Joined the Elevate Wealth team in 2021 as a Client Services Manager and has over 3 years of experience in the Financial Planning industry. He has a Diploma of Financial Planning and is working towards a paraplanning role with the company. Kurt works with our financial advisers to gather vital data to form the basis of our advice for clients.
Brooke joined the team at Elevate Wealth in 2023 as a Client Services Manager. Brooke has extensive experience working in the Financial Advice profession and brings a wealth of knowledge to the firm. Brooke is passionate about the Financial Advice profession and prides herself on achieving great client outcomes. Outside of work, Brooke enjoys going to the gym, ice skating and travelling.
Belinda joined the Client Services team at Elevate Wealth in 2021 after leaving her career as a Pharmacist post the birth of her son Harrison. Belinda brings with her a range of client service skills and is the first point of contact for our new and existing clients requiring assistance.
Carly joined the Client Services team at Elevate Wealth in 2022 after leaving her career at Services Australia. Carly brings with her extensive and valuable knowledge around social security and is one of the first points of contact for our new and existing clients requiring assistance. Outside of work, Carly enjoys spending time with her family.
Ermie joined the team at Elevate Wealth in 2023 as a Client Services Manager. Ermie holds a Bachelor's Degree in Technology Education majoring in Industrial Technology. Ermie has prior experience working in the insurance industry and as a Financial Planning Assistant. In conjunction with Ermie’s experience and qualifications, she is passionate about ensuring our clients have an exceptional experience at Elevate Wealth. Outside of work, Ermie enjoys making great memories with family and friends.
Allen joined the team at Elevate Wealth in 2024 as a Client Services Manager. He has experience as an Executive Assistant, providing executive support, managing compliance, and ensuring policy adherence, as well as serving as Account Engagement Lead, he managed account activities and developed social media strategies to strengthen brand presence. Allen brings extensive and valuable knowledge in Compliance Management and Client Services. Outside of work, Allen enjoys listening to music and podcasts, watching documentaries, and playing volleyball.
Arvin joined Elevate Wealth in April 2025 to provide additional support as the company continues to grow. With over two years of experience in the financial planning industry, he is dedicated to ensuring smooth operations and is always eager to learn and contribute to the team’s success. Outside of work, Arvin enjoys playing sports, has a love for coffee, and stays active with a passion for fitness.
