Elevate Wealth

William excels in all areas and is the most compassionate, patient and understanding professional I’ve come across in the industry. Everything is simplified to each individuals needs and understanding, transparent and honest. Sammi is also a gorgeous addition to the team and super welcoming and kind. Safe to say these guys are the best in the business.

We are very happy with the advice given to us by Will Rice, he's incredibly patient as this is all new to us. Will and his team are readily available to answer queries. We would highly recommend Elevate Wealth to anyone looking for financial advice.

It's rare to find astute local financial advice who not only understand the market, but combine this with genuine, friendly customer service. Matt Hawkins and the team at Elevate Wealth consistently go above and beyond, which gives me the confidence to know my family's finances are in great hands. Their convenient location in town also meant I was able to solve all my superannuation, income protection, and life insurance matters in my lunch break. Highly recommend!

Matt and the team at Elevate Wealth Solutions have been fantastic with their financial advice and support. They’ve really helped us with planning to upgrade our home, our superannuation and making the most out of our investments. I would definitely recommend Elevate as one of the best financial planners in Hobart.

I would highly recommend the services of Elevate Wealth Solutions as I have found Matt and the team to be very knowledgeable, informative, energetic and trustworthy. They have regularly and diligently kept me abreast of my portfolio and provided clear, concise advice on how to best manage and enhance it. The team is also very personable, approachable and easy to deal with.

Since my wife and I have moved to Elevate Wealth Solutions in 2015, we have been very pleased with the service of financial advice and financial planning, especially since we are both approaching retirement. Our financial advisor has given sound advice on our best options and how best to incorporate part-time work while maintaining our current life style, but still combining salary sacrifice to our Super. We have also used their services for our Tax returns, which again were completed efficiently and professionally.

I, and my late husband, have been dealing with Matthew Hawkins at Elevate Wealth Solutions, as our financial adviser in Hobart, and at his previous employment, for at least seven years, and find him to be extremely helpful with financial planning and advice. I will continue dealing with him in the future.