Elevate Wealth
30 Reviews
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
About the Business
Elevate Wealth Solutions | Hobart Financial Advice Firm | Elevate Wealth is a Hobart owned and based financial advice firm. The specialist team at Elevate Wealth will meet your financial planning needs.
Contacts
Call Us
0362313448
level 2/15 Victoria St, Hobart TAS 7000
Hours
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
Features
- Wheelchair-accessible entrance
- Toilets
- Wheelchair-accessible lift
Recommended Reviews
Matt F
09.10.2023
Elevate Wealth
It's rare to find astute local financial advice who not only understand the market, but combine this with genuine, friendly customer service.Matt Hawkins and the team at Elevate Wealth consistently go above and beyond, which gives me the confidence to know my family's finances are in great hands. Their convenient location in town also meant I was able to solve all my superannuation, income protection, and life insurance matters in my lunch break. Highly recommend!
Stuart Heggie
27.09.2023
Elevate Wealth
I would highly recommend the services of Elevate Wealth Solutions as I have found Matt and the team to be very knowledgeable, informative, energetic and trustworthy. They have regularly and diligently kept me abreast of my portfolio and provided clear, concise advice on how to best manage and enhance it. The team is also very personable, approachable and easy to deal with.
Veronica Bloom
16.09.2023
Elevate Wealth
William excels in all areas and is the most compassionate, patient and understanding professional I’ve come across in the industry. Everything is simplified to each individuals needs and understanding, transparent and honest. Sammi is also a gorgeous addition to the team and super welcoming and kind. Safe to say these guys are the best in the business.
Nigel Jones
04.09.2023
Elevate Wealth
I was in my early-50s when I realised I needed professional advice regarding my superannuation situation. My previous provider had performed poorly for many years. The service and advice I receive from Matt and the team at Elevate Wealth is second to none. In my opinion their knowledge and professionalism, along with their approachability, ranks them as the best financial planning provider in Hobart. I gained so much confidence in my retirement plan that I recommended them to my colleagues and friends whom were equally impressed.
Debbie Jones
02.09.2023
Elevate Wealth
From the outset I found the people at Elevate Wealth brilliant! There was a lot of information provided but Matt presented it in a manner that was easy to understand and he pleasantly confirmed that he had answered my questions and hadn’t confused me at all. The offer of ongoing support and their availability to provide more information at any time made me feel as though I could trust them wholeheartedly. They changed my perception of financial planners; we are fortunate to have companies like Elevate Wealth in Hobart.
Anthony Greve
02.08.2023
Elevate Wealth
Since my wife and I have moved to Elevate Wealth Solutions in 2015, we have been very pleased with the service of financial advice and financial planning, especially since we are both approaching retirement. Our financial advisor has given sound advice on our best options and how best to incorporate part-time work while maintaining our current life style, but still combining salary sacrifice to our Super. We have also used their services for our Tax returns, which again were completed efficiently and professionally.
Madeleine Gibson
24.07.2023
Elevate Wealth
My experience with Matt and the team at Elevate Wealth Solutions has been first class. They offer exceptional financial advice tailored to your individual needs and have a strong client focus. I would confidently recommend them to anyone looking for a holistic, supportive and knowledgeable financial planning firm in Hobart.
Jenny Flynn
23.07.2023
Elevate Wealth
We are very happy with the advice given to us by Will Rice, he's incredibly patient as this is all new to us. Will and his team are readily available to answer queries. We would highly recommend Elevate Wealth to anyone looking for financial advice.
Sam Robinson
19.07.2023
Elevate Wealth
The team at Elevate Wealth always put their clients first, finding bespoke solutions that will make you feel in control of your financial security and take your lifestyle to the next level. Having a financial and accounting solution in one office really makes them a holistic solution that makes me so comfortable. I would highly recommend Matt and his team as they will always put your needs first!
Andrew Hughes
07.07.2023
Elevate Wealth
Matt and the team at Elevate Wealth Solutions have been fantastic with their financial advice and support. They’ve really helped us with planning to upgrade our home, our superannuation and making the most out of our investments. I would definitely recommend Elevate as one of the best financial planners in Hobart.
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level 2/15 Victoria St, Hobart TAS 7000
Elevate Wealth