Matt Skehan

Elevate Finance Pty Ltd

Platinum
22 Yrs Experience
Mount Hutton, NSW 2290

Recent reviews

Elevate Finance Pty Ltd

Suite 1 and 2, Lake Macquarie Fair, 46 Wilsons Road
Mount Hutton, NSW 2290

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 16
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.95
16 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 16

Sort by

5.00

"I've been working with Matt for over 10 years now and he has been nothing but professional, precise and thorough. Matt has been a trusted advisor for my own personal and business Financial Planning needs in this time and will continue to be so well into the future."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt was referred to us by a friend and he has been excellent for us in that he listened to us. He took a detailed look into where we were sitting with our total financial situation and was able to explain the best options for us from where he saw things. He was able to explain his reasoning's for the choices and was able to answer all of our questions. We were able to develop a high degree of trust and belief in his ability."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Having previously invested in a rental property prior to the mining downturn, we had found ourselves in a dire financial situation. We were recommended to Matt by some very close friends. Matt took the time to listen to our situation, gather information and come back with strategies to help us control our debt, minimise our loss and tailor our superannuation to maximise returns. Matt explained all the options in a clear and precise manner, making it easy to understand and easy to decide which options we should progress."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Matt Skehan profile photo

Matt Skehan responded on September 2018

"Thank Michael and Trudy for your kind words, im glad we were able to help you get through your situation and put you on the path to where you want to be in the future. Matt"

5.00

"Thanks, Matt for your support and advice. It will be invaluable as we plan our future. We appreciate your knowledge and experience and guiding us along the way."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Matt Skehan profile photo

Matt Skehan responded on September 2018

"Thank you Ian and Donna for letting me be part of your financial journey."

4.75

"I had put off doing my personal insurances for a few years , just sticking to the basic policies that came with my super because I wasn't sure where to start and what to look for in a policy. Matt helped my husband and I navigate this process and I'm confident that should I need to make a claim he would be there to help us through that too which is a great relief!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Would definitely recommend Matt to anyone looking for ethical and trustworthy advice"

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mat is easy to work with and explains financial planning in a way that I can understand. I have sought Mat's advice over a long period of time. Over that period of time I have relied on the advice to be correct. By relying on and acting on Mat's advice it has put me in a better financial position. His advice has also provided me with piece of mind and comfort."

  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt it extremely knowledgeable and experienced in all areas of financial planning and advice. Matt and i have a number of mutual clients and those clients always give me positive feedback about Matt. I also see the strategies he puts in place and the advice he gives my clients and i can see the positive impact he has on their lives. I have no hesitation in recommending Matt."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matt takes a genuine interest in understanding my needs and formulating a strategy, rather than just providing a product to purchase. He's in regular contact and takes an ongoing interest in our success"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"My experience with Matt is twofold - a personal and professional level. On a personal level, I have all my personal insurances with his company and, as an ex-planner myself of many years ago, have been impressed with his knowledge and preparedness to explain in detail that made sense. On a professional level, he is one of few financial planners that I know that I refer clients to because I know I can trust him and his business ethics."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 16

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Diploma of Financial Advice

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2005

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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