Services

Elevate Financial Planning offers a range of services to provide you with the structure and support you need to successfully navigate through life’s financial journey.

Develop your Financial Plan

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Elevate Financial Planning seeks to align your money with your life. We will discuss where you are, where you want to be and any challenges you face so that we can overcome them. We will prioritise your goals so that we can work on the most important ones first.

When establishing your financial plan, it’s important to start with a solid foundation. We do this by developing strategies to protect what you have, organise your cash flow and create a path towards your goals. Once your foundation is in place, we look at investment, superannuation and retirement strategies that aligns your money to what you want in life so you can achieve it. We will consider risk management, diversification, tax optimisation, ownership structures, government entitlements and any other benefits or unique needs you may have. We will also consider your aged care and estate needs. Many financial decisions benefit from in-depth analysis, stress testing, projections and other considerations. However, experience has taught me that the most important considerations are your behaviours and values. I strive to provide a financial plan that works for you. We will work through your important decisions and develop a plan that’s right for you.

Once we have developed your unique plan, we will work together to implement it. I will assist you in completing appropriate paperwork, help you deal with external providers, review your documents and connect you with other professionals, as needed. Most importantly, I will help you stay focused to achieve your goals.

Learn more about what can be included here >

Cost:
$1,900 - $6,600 (inclusive of GST)

(includes client discovery, research, strategic financial plan and implementation).

Fees are based on your needs, services and the value Elevate can add to your financial life. Elevate will provide you with a fixed fee proposal, explaining your services and how much they will cost after understanding your needs.

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