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Why Elevate Financial Planning?

  • Elevate acts with honesty and integrity.
  • Elevate is knowledgeable, experienced and acts in your best interest.
  • Elevate is paid by you, not by product issuers, to provide you with appropriate personal financial advice.
  • With Elevate, you are in trusted hands.
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FEE FOR SERVICE.

Elevate chooses to work with you on a ‘fee-for-service’ basis. Elevate doesn’t accept any commissions. Elevate is paid by you to act in your best interest.


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MODERN.

Elevate utilises a blend of personal touch and the latest technology to provide you with quality advice and the services you need to track your progress.

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STRATEGIC.

Elevate will help you understand and take advantage of the many strategies available to you to maximise your income, manage your finances, grow and preserve your wealth.


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ACCOUNTABLE.

Elevate is passionate about helping you achieve your goals. Together we will create a plan that works for you and stay accountable to its progress each step of the way.

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TAILORED.

Elevate views each client as unique. You will receive a comprehensive financial plan and ongoing services tailored towards your unique aspirations, circumstances, needs and budget.


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ACCESSIBLE.

Elevate is compassionate, mindful, caring and delivers valuable, thorough financial advice and services to individuals, couples and families of all ages and sizes.

WHAT YOU GET

What financial planning services you get with Elevate?

A FINANCIAL PLAN FOR YOUR FUTURE

What financial planning services you get with Elevate?

MAKE THE MOST OUT OF YOUR FINANCES

What financial planning services you get with Elevate?

ACHIEVE WHAT YOU WANT IN LIFE

Client Testimonials

How much does it cost?

How much does financial planning cost with Elevate? Essential Planning:

Next Gen

Level 1

Your Initial Plan

$1,900 -

$2,500

Your Ongoing Services

$2,800 per annum

How much does financial planning cost with Elevate?: Med to High Needs

Level 2

Level 3

Your Initial Plan

$3,300 -

$4,400

Your Ongoing Services

$3,700 per annum

How much does financial planning cost with Elevate?: High to Complex Needs

Level 4

Level 5

Your Initial Plan

$5,500 -

$6,600

Your Ongoing Services

$4,600 per annum

Prices include GST.

Marnie Musa can also help you at an hourly rate of $330 per hour, including GST.

Marnie Musa doesn’t receive commission from insurance, superannuation or investment manufacturers. Marnie Musa is paid by you to act in your best interest.