Matt Skehan

Elevate Finance Pty Ltd

Silver
24 Yrs Experience
Mount Hutton, NSW 2290

Many Australians often settle for advice that’s not in their best interests, or that hasn’t considered all the options available to them.

It's crucial to seek advice from someone who won't just answer questions, but will learn what is important to you and how best to map out a path to achieve your goals.

Having over 20 years in the industry as an adviser, I believe that "good advice is the best investment" you can make in yourself. That is what a Holistic Financial Planner will do - we help you manage your finances to achieve your own personal goals and aspirations.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Tax Strategies
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.97
  • Number of reviews 16
  • First year providing advice 2000
  • Years of experience 24
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Elevate Finance Pty Ltd

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

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523