Elevation Private Wealth
Sydney
(1)
Sydney
(1)
We help you map your path to wealth through trust, experience and the belief that we can achieve your goals together.
Making investment decisions alone can be overwhelming and time-consuming. We partner with you to create and implement a wealth plan that takes your specific goals and circumstances into account - adjusting as life and markets change.
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1 customer review
John-Paul
Financial Advisors
It has been an absolute pleasure thus far dealing with Frank @ elevationprivatewealth. Frank has been extremely patient in dealing with multiple questions throughout this process, fielding these questions after hours and on weekends.
A true professional thank you Frank.
Kind regards
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What do you love most about your job?
Every one of my client is unique - in every single way. They have unique goals, backgrounds, wants, need etc...As a Wealth Adviser, my job to "know my client".
I love talking to my clients about their personal stories, about what is important to them. I find joy when i am able to help.
What inspired you to start your own business?
I started Elevation Private Wealth to help my clients reach their wealth goals. Growing your wealth on your own is tough. I want to partner with my clients and become their trusted advisor so we can achieve their wealth goals, together.
My career started 17 years ago as a Relationship Manager with St George Bank and then Commonwealth Bank. In 2007 I joined Link Advice as a Financial Planner and gained valuable experience advising clients on a wide variety of financial planning issues. In 2014, I joined ANZ and then moved in 2018 to Wilsons Advisory.
Why should our clients choose you?
My experience has taught me that the most important role of a Wealth Advisor is to be totally dedicated to my client’s goals.
Building a deep understanding of what my clients value enables me to highlight investment opportunities, manage investments and protect against risk. This is the advantage that Elevation Private wealth brings to your wealth goals.
Strategic Wealth Advice
We build an integrated wealth management plan based on individual needs, implementing strategies to invest assets, manage risk and enhance your lifestyle.
This includes:
Tax planning - Tax effective structures eg. Trusts.
Tax effective strategies
Asset Allocation
Risk Profiling
Superannuation contribution, income stream strategies
Reviews of existing superannuation plan
Self Managed Super Funds (SMSF)
Borrowing to invest
Investment Advice
Then we provide tailored investment advice where investment decisions are based on your goals and risk tolerance.
We are proactive in our approach, using world class research and investment themes to preserve your capital and grow your wealth - over the long term.
This includes:
Portfolio construction and Investment selection
Direct shares, international shares, managed funds, exchange traded funds, fixed income, property, commodities and cash.
Wealth Protection
he market can influence your decisions on when to retire, because you have less time to recover from a setback. With so much uncertainty and so many investment solutions, retirees shouldn’t go it alone.
We help you evaluate and secure the appropriate investment withdrawal strategies based on your personal risks time horizon.
This includes:
Income stream strategies
Annuities
Term deposits
Bonds
Lifestyle Protection
You only get one shot at life and a wealth protection plan can help secure the things that are most important to you.
The first step is recognizing what you need and understanding your options for protecting yourself and your family.
This includes:
Life and total and permanent disability insurance
Income protection
Critical illness insurance
