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Elevate Wealth Solutions

Taking you to the next level

Elevate

Point
of Difference
Why Statement

“ A goal without a plan is just a wish ”

At Elevate Wealth we will get your financial affairs into shape – we can map out an Action Plan for your money, help you develop wise financial habits and put you on the path to financial independence.

Financial independence means different things to different people – we listen and identify the goals that are important to you. We want our clients to have peace of mind and confidence that they are on the road to financial security.

Elevate Wealth provides 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.  Elevate Wealth does not accept investment commissions.

This ensures we are positioned to provide you with financial advice 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.

Taking you to the next level

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:

cash flow

investments

Retirement Planning

Super

Insurance

Ongoing Service

Customer Reviews

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.

John & Margaret Cunliffe

Retirees
I have found that the team at SRFG are extremely helpful, conscientious and 'switched on' to my needs. They not only assisted me in articulating my financial goals and objectives, but then set about discussing various strategies that may assist my in achieving such goals. They understood the challenges that having a young family and mortgage can have on a family's financial affairs and made sure we felt comfortable with the financial plan we implemented. I highly recommend the service they provide and have complete trust in their management of all of my financial requirements.

Matthew & Stephanie Daiken

Wealth Accumulators
  • 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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