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.

Investment Management


When making an investment decision, Elevate Financial Planning believes it is critical to understand ‘why’ you are making an investment decision so that your investments closely match your needs. Elevate also believes that asset allocation is a key determinant for investment performance, risk management and providing a flow of money to support your life needs. Once we determine your unique asset allocation, we will look to build a portfolio of investments, within that framework, to suit your needs.

Elevate Financial Planning also believes that markets are largely efficient so rather than trying to beat the market we will look to build well-diversified portfolios which match the markets performance. We will seek low cost investment solutions so that you can benefit from your portfolio gains. Before we invest, we will review your goals, risk tolerance, time horizon, tax considerations, income needs, and any unique needs that you might have.

Learn more about what can be included here >

Included in your annual ongoing services and review fee.