What we do

Areas of Advice

At Elevate Wealth our aim is to initially provide you with a financial assessment and financial advice that is totally specific to you. We will adopt a holistic approach when assessing your financial situation, taking into consideration your needs and objectives and your tolerance to risk, before preparing a plan that is suitable for you.

Some of the key areas we will focus on are:

List of Services

Elevate Wealth provides a comprehensive range services which include:

  • Retirement Planning – the Path to Financial Independence
  • Buying a Home
  • Protecting Your Family & Income
  • Getting Your Finances into Shape
  • Superannuation Planning & Strategies
  • Tax Planning & Structures
  • Wealth Accumulation
  • Budgeting & Cash Flow
  • Self-Managed Superannuation Funds (SMSF)
  • Life Insurance & Income Protection
  • Government Entitlements
  • Redundancy Planning
  • Asset Protection
  • Securities (Direct Shares)
  • Debt Management
  • Local and International Managed Funds
  • Estate Planning
  • Aged Care Advice
  • Disclaimer : Matthew Hawkins & SRHFP Nominees Pty Ltd (ACN: 155711158) ATF SRHFP Unit Trust (ABN: 96013180603) T/A Elevate Wealth Solutions, Authorised Representative of GWM Adviser Services Limited, Australian Financial Services Licensee. Registered Office at 105-153 Miller Street, North Sydney, NSW, 2060. Please note that GWM Adviser Services Limited is not responsible for the advice and services provided by Scanlon Richardson Financial Group.

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