Elevate Wealth

Ready to take control of your financial future?

We’re offering a FREE 15-minute discovery call!

A quick, no-obligation conversation to understand where you’re at, what you’re hoping to achieve, and whether we may be able to help.

📅 Book your FREE 15-minute discovery call today by following the link below or going to our website elevatewealth.com.au

https://elevate-wealth.as.me/schedule/b0d083b2/appointment/63990364

✨ EXCITING TEAM UPDATES

We’re proud to celebrate three of our team members as they step into new leadership positions within the business.

👏 Congratulations to our newly appointed:

Kimberley Grimsey - Marketing Manager & Head of Business Operations
Leading our marketing, business strategy and day-to-day operations as we continue to grow the business.

Samantha Colombari - Head of Administration & Business Support
Leading our administration and business support functions, helping create efficient processes and ensuring our team has the support they need to deliver exceptional outcomes.

Karly Vanson - Head of Advisory Services
Providing leadership across our advisory team and supporting the delivery of quality advice outcomes for our clients.

These new roles recognise the growth, leadership and contribution each person brings to our team. We’re excited for what’s ahead and look forward to seeing our team continue to grow, lead and make an impact.

We are thrilled to announce that William Rice has stepped into the role of Associate Partner at Elevate Wealth Solutions.

This promotion is a testament to his dedication, professionalism, and unwavering commitment to delivering exceptional advice and outstanding outcomes for our clients. Over the years, Will has built trusted relationships with clients and colleagues alike, consistently demonstrating the values and leadership that define our business.

As Associate Partner, he will continue to play a key role in shaping the future of our firm, driving growth, mentoring our team, and helping our clients achieve their financial goals with confidence.

Congratulations, Will! We're delighted to have you as part of the leadership team👏

🎉 We celebrated the financial year at our annual conference with Scanlon Richardson Financial Group as we reflected on our achievements, and set our goals for the year ahead.

A highlight of the day was hearing from our guest speakers, Kathryn McCann, General Manager of Marketing, Public Affairs and Social Impact at the Tasmania Football Club (the Devils), who shared valuable insights into building strong brands, engaging communities and creating meaningful impact.

We also welcomed Nicole Kingston and Danielle Hibberd, who led an inspiring discussion on leading high-performing teams and the importance of maintaining energy, focus and connection in the workplace.

A big thank you to our speakers for sharing their knowledge and experiences, and to our team for their enthusiasm and commitment as we look forward to another successful year together.

🎉 Congratulations to our Triple M Radio New Financial Year Restaurant Voucher Giveaway winner!

A big congratulations to Jo Hickman!

Please get in touch with us at [email protected] to claim your restaurant voucher. We look forward to connecting with you and supporting you on your financial wellbeing journey.

With 30 June just around the corner, now is the time to finalise any superannuation contributions or strategies you wish to complete before the end of the financial year.

Keep in mind that many superannuation funds have processing cut-off dates before 30 June, meaning contributions received after these deadlines may not count towards this financial year.

Don't leave it until the last minute - check your fund's cut-off dates, ensure any transfers or contributions are submitted in time, and confirm everything has been processed.

🎧 Listen to our latest radio segment as we discuss key EOFY superannuation reminders and what you should be doing before the financial year comes to a close.

https://www.elevatewealth.com.au/final-end-of-financial-year-superannuation-reminders/

Elevate Wealth are delighted to be a sponsor of the TCCI State Budget Breakfast. It’s a pleasure to support an event that brings together Tasmania’s business community to hear key insights and discuss what the State Budget means for our shared future.

At Elevate Wealth, we’re passionate about helping individuals and businesses make confident, informed financial decisions, so we’re proud to be part of an event that fosters connection, perspective, and forward thinking.

We strongly encourage you to attend events like this - they’re a valuable opportunity to stay informed, connect with peers, and be part of the conversations shaping Tasmania’s future.

Retirement doesn’t always mean you stop working for good.

🎧 Tune in to our latest radio segment where we explore what it can look like to return to work after retiring, and some of the key things to consider around your superannuation and overall financial position.

https://www.elevatewealth.com.au/can-you-go-back-to-work.../

A massive thank you to the Scanlon Richardson Financial Group for hosting and providing an amazing day at the Tasmanian Golf Club raising funds for children’s cancer charity, Rachel & Jye Fund.

The advisers at Elevate Wealth had a great day contributing to a great cause! ⛳️

📈 Interest Rates Are Rising – What It Means for You

Recent interest rate increases in Australia are affecting mortgages, savings, and household budgets. It’s a good time to review your cash flow, debt, and financial priorities.

🎧 Tune in to our latest radio segment for practical tips on navigating these changes and making informed financial decisions using the following link:

https://www.elevatewealth.com.au/how-interest-rate-increases-may-affect-you/