Elevate Finance Pty Ltd is a privately owned financial services company based in Newcastle, New South Wales, founded by Matthew Skehan in 2012. The company’s vision is to connect clients with highly qualified alliance partners to help them achieve their personal financial and life goals. With a wealth of experience in personal and business financial planning, Matthew leverages his strong business relationships to provide clients with an extensive end-to-end service.
specialising in the SME market, Elevate Finance offers a range of services including insurance protection plans, investment strategies, Centrelink and retirement planning, as well as superannuation advice. The company’s tailored approach ensures that clients receive integrated solutions from the best product providers in the market. Elevate Finance is committed to working closely with clients to manage all aspects of their finances and help them map out a path to achieve their goals.
With a focus on financial literacy and personalized advice, Elevate Finance aims to help Australians make informed decisions about their financial future. By taking stock of clients’ current situations, goals, and plans for the future, Elevate Finance researches the best options to help clients reach their financial objectives. The company’s dedication to regular reviews and ongoing support ensures that clients can enjoy a stress-free and enjoyable retirement, knowing that their financial well-being is in good hands.