Understanding your income and spending patterns forms the foundation of your financial future.
Financial peace of mind by ensuring that your family is taken care of should something happen to you or your assets.
Ensuring that you will be able to fund your retirement and enjoy a rewarding life. You don’t want to retire with limited choices.
What you consider to be your life purpose? Ensuring that you benefit the people that you intend to.
The starting point of any successful financial journey is understanding where you want to go, what needs to be in place to get there and how to avoid the obstacles along the way.
To gain an understanding of what drives and motivates you or what scares you, enabling us to to provide you with the guidance and advice that will give you the best return on life.
We always hold our professional values higher than our business objectives, thereby putting you always at the forefront of any advice or recommendations.
Best intentions are meaningless without understanding and experience and we have knowledgeable advisors with a passion to make a difference in your life.
Our purpose at Elevation Wealth is to elevate you above the ‘noise’ that is so confusing and destructive. Our aim is to help you focus on what is most important to you and guide you on how to achieve your personal and financial goals.
However you define true wealth, we will guide you within a disciplined framework and process to give you the highest probability of meeting your personal objectives.
It is not about having a plan and walking away. We will be involved with every step of a dynamic ongoing process of planning. We are committed to help you reach your end goal.
In the financial planning world we often find that people cloud the shallow water to create the illusion of depth. Our primary objective is to simplify complexity.
We understand that you need to know what you pay for and have the necessary comfort that you receive value for it. Our fees are fully disclosed and transparent.
In today’s fast-paced world, our focus often tilts heavily towards building wealth, leading us to overlook the vital importance of looking after our health. In the relentless pursuit of financial success, we tend to neglect both our physical and mental…
Money is important and I don’t intend to knock its significance. The lack of money prohibits access to many experiences. Although that rings true, a lot of the things we want to do early-on in life require health and time,…
Money is a significant source of stress. More than half of Americans feel embarrassed talking to others about their finances, according to new research done by Questis. But not talking about it doesn’t mean the problem isn’t there. A survey…
In May 1999 Barron’s published a cover story on Amazon shortly before the tech bubble burst. In the article Jeff Bezos was rubbished as just another middleman and that the idea of him pioneering a new business paradigm was silly.…
We confuse activity with achievement. Leidy Klotz in his book “Subtract, The Untapped Science of Less” focuses on this fascinating question: “In designing our worlds, why do we always seem to add, but not subtract?” He writes that we often start with “What should I…
Charles D. Ellis in his best-selling book Winning the Loser’s Game suggests that individual investors will be better off by working with the markets instead of against them. Based on historical facts he argues that investors need to avoid short-term traps to concentrate…
Life is uncertain. We cannot control many of the things that have an impact on our lives. Some of the most important numbers that you would like to know are unknowable in advance. We don’t have control over these numbers.…
In a recent article I discussed the transient nature of Enough. Enough seems to be…. “Just a little bit more”. Our expectations increase along with our possessions resulting in no permanent gain in happiness. Happiness gains from merely “having more”…
You only benefit from a long-term plan if you stick to it. Fund flows and behavioural research confirms that we don’t. We are hardwired to feel that we should act when we experience stress. Market volatility causes us to make…
What memories will race through your mind as you approach the end of your life? We confuse wealth with more money. How we spend our time directly impacts our well-being. People often spend more time at work to earn more…
