Marnie E. Musa

Hi, I’m Marnie Musa, the founder of Elevate Financial Planning, a business dedicated to providing you with tailored financial advice to reach your financial and lifestyle goals. I do this job because I love it. I strive to make a real difference in other people’s lives by translating my education, experience and compassion into advice and services that help you make the most out of your money.

I have over 16 years’ experience working in financial services and over 6 years’ experience working as a Financial Planner. I got my start as a bank teller at Westpac then worked my way up through business banking and international trade with JP Morgan. From there, I moved to Macquarie Private Wealth 6 months before the global financial crisis where I stayed for 4 years and became a senior associate. I took some leave from Macquarie to work as a senior paraplanner and investment committee member at an award-winning inner city financial planning business and then came back to Macquarie in 2013 and became a Financial Planner. My qualifications include a Graduate Diploma of Financial Planning (2012), Margin Lending (2013), Masters of Financial Planning (2016), SMSF Specialist Course (2013, 2018), Commercial Law (2018), Tax for Financial Advising (2018) and the FASEA financial adviser exam (2019).

I’m known for being honest and caring and for helping clients make smart financial decisions by improving their engagement with spending and saving activities and by identifying opportunities to make the most out of the many super and tax rules. 

I live in Seaholme with my partner and our son. When I’m not working, you will find me at the rock pools searching for crabs, going for family walks and spending time with family and friends. I love the great outdoors and relish any opportunity to immerse myself in nature.

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“I help clients make smart financial decisions by improving their engagement with spending and saving activities and by identifying opportunities to make the most out of the many super and tax rules”

In my life, I have received great advice from many people and I am committed to paying it forward, where appropriate. Growing up, my amazing single mother taught me the importance of budgeting and living within our means, while still enjoying life. She is now retired, debt free and spends her days pottering in the garden and travelling the world with her husband. More recently, my partner has taught me the importance of knowledge, self-belief and hard work; to challenge conventional wisdom, to invest your money prudently, to give back to our planet and most importantly, to get things done. My son gave me the motivation to set up Elevate Financial Planning and my good friend Michelle taught me to live my life aligned to my passions. That is a lot of great advice from a lot of great people. I believe great financial advice helps you make great financial decisions, so you can enjoy the associated lifestyle and financial benefits.

I’m here to provide you with quality personal financial advice so that you can make great financial decisions. I will help you establish and maintain excellent financial foundations. I will guide you through your options and help you make informed decisions so that you can make the most out of your money to achieve your goals and aspirations. I am authorised by InterPrac Financial Planning Pty Ltd to provide financial services on their behalf. InterPrac are an award-winning dealer group, having won the Independent Financial Adviser (IFA) Magazine Dealer Group of the Year Award in both 2017 and 2018. InterPrac partners with like-minded financial planners for whom the relationship will always be with the client.  I am also registered with the Tax Practitioners Board (TPB) to provide tax (financial) advice.

Mission

Elevate Financial Planning’s mission is to help you plan for your future, control your finances and achieve wealth which is aligned to what you want in life.

What this means is that Elevate has a foremost commitment to align your money with your ideal life. First, Elevate seeks to understand where you are today and where you want to be in the future. Elevate wants to know what a great life looks like to you; what elements are most important and what could possibly get in the way.

Then Elevate seeks to provide you with a financial plan that connects your current financial circumstances and future financial potential with your ideal life - both today and in the future.  Elevate will consider your behaviours and values and provide you with a tailored financial plan that is dedicated to providing you with the best possible outcomes, within the opportunities of your current financial circumstances, goals, objectives and budget.


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Guiding Principals

LOGICAL

Provide you with clear, well thought out, prudent financial advice.

ETHICAL

Financial advice that acts in your best interests.

ACCOUNTABLE

We will stay accountable to the path we set to reach your goals.

DEDICATED

Dedicated to find financial solutions that works for you.

EXAMPLE

Explain financial concepts in a language you will understand.

RESPECT

Respect for your unique talents, quirks and personal circumstances.

SCHOLARSHIP

Commitment to continued education and development.

HONESTY

Straight forward, reliable financial advice.

INITIATIVE

A drive to turn financial advice into action plans that work.

PROSPERITY

Promoting a solid foundation and strategies for wealth and well-being.

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