Elevate Financial Solutions in Baulkham Hills, New South Wales | Financial planner

Elevate Financial Solutions

Locality: Baulkham Hills, New South Wales

Phone: +61 2 9635 0911

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• Loan service
• Financial planner

25.01.2022 Changes aimed at improving housing affordability have passed through parliament. See what the new rules could mean for you. Like with most things, when youre making a big financial decision, which could have implications, its worth doing your research and speaking to your financial adviser first. If you dont have an adviser but would like to seek some advice, you can call Elevate Financial Solutions.

25.01.2022 What do you think youll need to live comfortably in retirement? The number will be different for everyone but its useful to think about whether youll have enough super for a modest or comfortable retirement. Below is a guide only and is the ASFA Retirement Standard. Its important for you to decide what a comfortable lifestyle looks like for you.

24.01.2022 The Elevate team wish you a very Merry Christmas and a Happy New Year. We hope in this festive season you all stay safe and have a great time with your loved ones

24.01.2022 Hows your Money Health going?

22.01.2022 The new year can be a great time to consider your bigger financial goals and try to put some plans in place to start or continue working towards them.

21.01.2022 With so many things out of our control in life, its smart to focus in on the things that we can do that can help us move toward our goals. Contact Elevate today to learn more.

21.01.2022 Welcome to the latest edition of our client newsletter, It is officially Autumn, however, the unusually warm weather makes it feel like an endless summer. A change in season presents an excellent opportunity to re-visit your goals, measure your progress and set fresh targets. In this edition we unpack new legislation that may help first home buyers and property downsizers. We discuss whether Bitcoin is a sound investment and things you need to be aware of. Finally, we provid...e some timeless insights for staying calm in the midst of share market volatility. As always, If you would like to discuss any of the issues raised in this newsletter, please dont hesitate to contact us. In the meantime we hope you enjoy the read. Regards, Elevate Financial Solutions Team

20.01.2022 Cashflow is almost always the starting point for building wealth. So when it comes to finding ways to enjoy life and still grow your wealth, before you do anything else, its worth looking at how youre spending your everyday money.

20.01.2022 "FOMO (fear of missing out) and YOLO (you only live once) can be powerful in your 20's (and beyond). But here's the thing: no one can do everything. You'll be happier if you focus on what's going to be most meaningful and enjoyable for you right now and it's OK for that to change over time."

19.01.2022 The pullback in shares seen over the last week or two has seen much coverage and generated much concern. This is understandable given the rapid falls in share markets seen on some days, however heres seven reasons not to be concerned. In the words of Dr. Shane Oliver, "best to turn down the noise and watch Brady Bunch, 90210 or Gilmore Girls re-runs!".

18.01.2022 "An inch of movement will bring you closer to your goals than a mile of inaction" - Dr. Shane Marabolt

15.01.2022 "Invest in yourself" might mean taking a continuing education class or simply spending your time improving your skills. Become a lifelong learner and your life will be wealthier, perhaps in more ways than one

14.01.2022 The biggest risk is not taking any risk. In a world that’s changing really quickly, the only strategy that is guaranteed to fail is not taking risks. Mark Zuckerberg

12.01.2022 "FOMO (fear of missing out) and YOLO (you only live once) can be powerful in your 20s (and beyond). But heres the thing: no one can do everything. Youll be happier if you focus on whats going to be most meaningful and enjoyable for you right now and its OK for that to change over time."

11.01.2022 Your ritual of grabbing a coffee on the way to work, at lunch or as an afternoon pick me up is adding 154 minutes a day to your mortgage.

11.01.2022 Let Elevate help you today! Feel free to contact us.

09.01.2022 Welcome to the latest edition of our client newsletter, Its December and the countdown to Christmas and the summer holidays has begun! Before we tuck into our Christmas turkey (or prawns), switch on the cricket and head for the beach, its worth looking back on the year that was. In this edition we take a look at how investment markets have fared over the year. We also provide you with information on how digital payment options could see you spend more this Christmas and gi...ve you some ideas on how to enjoy summer without spending a fortune. As always, if you would like to discuss any of the issues raised in this newsletter, please dont hesitate to contact us. In the meantime we hope you enjoy the read. Regards, Elevate Financial Solutions Team

08.01.2022 What do you think you'll need to live comfortably in retirement? The number will be different for everyone but it’s useful to think about whether you’ll have enough super for a modest or comfortable retirement. Below is a guide only and is the ASFA Retirement Standard. It’s important for you to decide what a comfortable lifestyle looks like for you.

08.01.2022 Saving money is a good thing no matter what time of year it is, but if youre yet to implement an approach that works, here are some ideas to kick off a new season

06.01.2022 Welcome to the latest edition of our client newsletter, Spring is here and not a moment too soon! As the weather warms up its the signal to pack away your winter woollies, get back into the garden or start a new fitness program and start planning your summer holidays. In this edition, we provide some tips for travelling on a budget, look at the six traits of Australians living the dream and discuss some of the ways you can help your children purchase a home.... As always, if you would like to discuss any of the issues raised in this newsletter, please dont hesitate to contact us. In the meantime we hope you enjoy the read. Regards, Elevate Financial Solutions Team

05.01.2022 Check out our new blog post! The difference 1% can make http://elevatefs.com.au/the-difference-1-can-make/

05.01.2022 The biggest risk is not taking any risk. In a world thats changing really quickly, the only strategy that is guaranteed to fail is not taking risks. Mark Zuckerberg

03.01.2022 Our expertise in understanding investment opportunities to meet your financial goals at any life stage can give you the advantage you need to reach your goals sooner and more securely. Speak to us today to find out how you can make your goals reality.

02.01.2022 What will you spend your next $20 on?

01.01.2022 Setting goals gives you long-term vision and short-term motivation!

01.01.2022 Contact us today!