Life Stages

No matter what stage of life you are in, Elevate can help you plan for your future, gain control over your finances and achieve wealth which is aligned to what you want in life.

See your life stage below to see if Elevate Financial Planning can help you;

Early working years


You might fit in this category if:

  • You are under age 40.
  • You want to make the most out of every dollar.
  • You want to take advantage of the techniques available to manage your cash flow effectively.
  • You want to start investing and want to understand the investment opportunities available to you.
  • You want to protect what you have and seek objective insurance advice.
  • You want to improve your tax planning.
  • You want to make the most out of your superannuation savings.
  • You want to evaluate and understand the impact of an important financial decision.
  • You are balancing paying down debt with other expenses.
  • You want to build a nest egg for your future.
  • You seek financial advice based on a change in circumstances.
  • You want to review your estate design, considering the tax and distribution of assets to loved ones.

How Elevate can help you:

During our early working years, it’s easy to get caught on the ‘earn to spend’ treadmill, that is spending 100% of our earned income. We have a lot of ‘experiences’ and ‘goods’ to buy - cars, holidays, adventures, homes and all the things that go into a home - it’s no wonder we find it hard to balance our current priorities, future goals and our need secure our financial future.

Elevate can help you map out a budget that works for you, one that covers all of your expenses so there are no nasty surprises, and leaves room for investment. Then, we set your cash flow on autopilot for success. Elevate can also give you the latest tools and technology to track your progress towards achieving your goals, so we can hold you accountable to whatever it is you set out to achieve.

Elevate believes we can all make our finances work as hard as we do, with a little planning and control. The most important step you can take on your financial journey is to just ‘start’ – taking one step at a time towards your goals. Investments gain momentum over time. Time is your friend. The earlier you start, the more your future self is going to thank you for it.