At Elevate Financial Planning, we believe financial advice should be personal, practical and empowering. We help individuals and families simplify the complex and make confident money decisions - whatever stage of life you’re in.
Reviews - https://www.adviserratings.com.au/adviser/1271552/Arlan-Davine
16 customer reviews
Entombed Zombie
Friendly and helpful advice that really made a difference to this small business owner. Highly recommended
Reviewed on Google Maps
Marcus Ramsay
Elevate Financial Planning is second to none. Outstanding personal care and a wealth of knowledge. 10/10 for service and advice.
Reviewed on Google Maps
Kelly Walker
Elevate Financial Planning provides a very professional, approachable and authentic service that steps a client through all personally relevant aspects of their financial planning. The service was consistently transparent, easy to understand and communicative. All our interactions were personable, supportive, timely and went beyond what we expected from Financial Planning services. It was a very positive service experience and we gained important knowledge in the process that we can continue to use when planning for the future. We would highly recommend Elevate to friends and family. More...
Reviewed on Google Maps
Caroline Wood
Was a pleasure to deal with Elevate financial planning.Helped me navigate the minefield of financial wellbeing.5 stars
Reviewed on Google Maps
Amanda Maxted
Arlan is very passionate about his work. My partner and I are new to financial advising, we thought for a long time that you had to have investments like real estate to need financial advice. Sounds silly but it was what we believed! Arlan helped prove to us that this is simply not the case. He has been very encouraging, supportive and educational. Arlan has not only helped us, but he made sure we understood everything 100% before proceeding, he has shown us that our goals are achievable! 10/10 will be recommending Elevate Financial Planning to my friends and family More...
Reviewed on Google Maps
Emily
I am impressed with how responsive Arlan has been to my queries. He has provided easy to understand advice which makes sense for my specific situation. Very happy to recommend him to others. More...
Reviewed on Google Maps
danny ski
Great conversation and very helpful for my specifics! Would recommend.
Reviewed on Google Maps
Steve Durkin
Arlan is very informative and followed up queries straight away.
Reviewed on Google Maps
Kendall C
Elevate Financial Planning made everything so easy to understand. They took the time to explain my options clearly and helped create a plan that actually fits my goals. Professional, approachable, and genuinely focused on helping clients succeed — highly recommend! More...
Reviewed on Google Maps
Cam Smith
Elevate helped me set up a solid plan with my finances for the next 30 years, and explained clearly all of my options. Arlan was thorough when reviewing my situation, and took into account my current investment situation, as well as my future regarding family plans and my realistic retirement possibilities. He simplified difficult concepts and made it easy for me to make meaningful choices regarding my future which are already beginning to pay dividends...pardon the pun. Overall I would recommend Elevate to people seeking advice around their finances, especially if like me they need close attention to detail with a wide range of future scenarios in terms of income and dependants. More...
Reviewed on Google Maps
Dean Hill
Excellent advice from a professional outfit. Highly recommend
Reviewed on Google Maps
Em Ree
Arlan has helped me with my finances for years now. He is great at making something complicated make sense for me. Would recommend to anyone.
Reviewed on Google Maps
Rodney Baker
The team at Elevate financial planning are extremely knowledgeable about today's financial environment. They understand of people's experiences and requirements to get the best possible outcomes for their clients. They are very friendly and will to help. More...
Reviewed on Google Maps
Tommy D
Fantastic service & locally ran business.
Reviewed on Google Maps
T Co
Genuine and specific advice that has put our family at the next level to what we thought we could achieve financially and more secure for all of life's possible incidents. Approx 5 years of following Arlan / Elevate advice. Thank you Elevate, highly recommend! More...
Reviewed on Google Maps
Viper989626
I’ve used Arlan for a long time now and he’s never steered me wrong. Not only is he very professional but he’s also a great guy, can’t recommend him enough.
Reviewed on Google Maps
What do you love most about your job?
I love helping people feel confident and in control of their finances. For me, it’s not just about numbers on a page – it’s about understanding someone’s goals, values, and dreams, and helping them take real, practical steps to get there. There’s nothing more rewarding than seeing the relief on a client’s face when they realise they’ve got a clear plan, or hearing the excitement when they hit a milestone they once thought was out of reach. I feel privileged to be trusted with such an important part of people’s lives and to know that my advice can make a lasting difference.
What inspired you to start your own business?
I wanted to create a financial advice business that truly puts people first. In my experience, too many firms focus more on selling products or ticking boxes than on genuinely understanding and supporting their clients. I started Elevate Financial Planning to change that – to provide advice that’s personal, transparent, and built entirely around each client’s needs and goals. For me, it’s about building trust, long-term relationships, and making sure people feel heard and valued every step of the way.
Why should our clients choose you?
Clients choose me because I’m honest, easy-going, and genuinely focused on their best interests. I take the time to listen and explain things clearly, without jargon or pressure. My goal is to make financial planning simple and accessible, so people feel confident and comfortable with their decisions. When you work with me, you get a trusted partner who’s with you for the long haul — helping you navigate life’s changes with practical advice and a calm, steady approach.
Can you provide your services online or remotely? If so, please add details.
Yes, absolutely! We offer flexible financial planning services both in-person and remotely, so you can access expert advice no matter where you are in Australia. Whether you prefer video calls, phone chats, or email, we make it easy to connect and work together on your schedule. This means you get personalised, professional support without the need to travel—perfect for busy lifestyles or those living outside our local areas.
What changes have you made to keep your customers safe from Covid-19?
During the peak of the Covid-19 pandemic, we adapted quickly to keep our clients safe. We shifted most consultations to remote formats like video calls, phone, and email to reduce in-person contact. For any essential face-to-face meetings, we strictly followed government health guidelines, including social distancing, sanitising, and mask-wearing.
Comprehensive Financial Planning
A personalised roadmap covering all aspects of your financial life, helping you set goals, plan ahead, and track your progress.
Investment Advice & Portfolio Management
Strategies to grow and protect your wealth, aligned with your risk tolerance and long-term objectives.
Superannuation & Retirement Planning
Helping you make the most of your super, plan for a comfortable retirement, and structure your income for the years ahead.
Insurance & Risk Protection
Life, TPD, income protection and trauma cover to safeguard you and your family against life’s unexpected challenges.
Cashflow & Budgeting
Practical strategies to take control of your day-to-day finances and build healthy money habits.
Debt Management
Advice on structuring, reducing, or consolidating debt so you can pay it off sooner and save on interest.
Estate Planning Guidance
Working with your solicitor to ensure your wishes are documented and your assets are distributed as you intend.
