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:
Our Cash Flow Management combines short-term measurement of your ongoing income and outgoing expenditure, with long term planning for things like debt elimination, investment contributions, superannuation or saving for a specific goal. We can help you put a clear plan in place for your cashflow to make sure you pay yourself first (not just your bills and tax) so there’s always money left to use getting ahead – or for your next trip!
We determine the right course of action by assessing your risk profile and time frame. We ask you exactly what your goals are and what you want to achieve. We do not recommend investing if it is not in alignment with your long term goals. All of our strategic recommendations are based on the level of risk you are willing and able to take on now, and for the duration of your investment lifetime. Getting your investments right (or wrong) can make a big difference in how quickly you get ahead with your money (or how fast you fall behind), so it’s important you get the right advice early to help you invest smarter.
You could be retired for 30 years or more – that could amount to a third of your life! So it’s imperative to start planning now for what lies ahead. We work together to organise your assets and savings into a strategic plan to work towards meeting your goals for retirement, while maintaining the lifestyle you love. We can inform you of the different strategies that are available to you as you reach certain milestone ages and get closer to retirement; and support you by recommending products and strategies to get the most out of the capital that you do have to retire on.
Superannuation is a very valuable savings tool, and extremely tax effective. The earlier you start thinking strategically about how to make it work best for you, the better off you’ll be in the long run. We can help you understand your options and choose the best super fund for you – so you know your money is working hard for you – not just your super company!
An essential part of ensuring your financial success is protecting your cash flow and assets in the event of an unforeseen event such as disability, incapacity and dare we say it - death. Wealth Protection is often overlooked in a financial strategy. This area of advice can mean security and peace of mind for you and your family. There are a range of risk insurance products and providers on the market and our aim is to assist you in determining the most beneficial type, most cost effective structure, and level of cover required to suit your particular situation.
Our business works on a fee for advice basis so as a client of Elevate Wealth we continually monitor, review and track your progress towards achieving your financial goals. Dependent on the service agreement you are engaged on we catch up regularly to review your strategic plan to ensure it remain appropriate and in line with your current position.
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