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Super & SMSF

Simply another investment. It just has an advantaged tax structure to encourage you to save for your retirement and look after your own future.

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Investment

We ensure you have the level of engagement you want with your investment future. If it’s a little or a lot we can accommodate that.

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Insurance

Our clients have the security to know that if the worst happens, the required lump sum of funds of regular income will be paid to where it’s needed.

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Phone

1300 524 484

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Location

Port Macquarie, NSW

1300 524 484

General Advice Warning and Disclosure

Information contained on this webpage may represent general advice only. What this means is that the advice has been prepared without taking into account the reader's objectives, financial situation or needs, and because of that, the reader should, before acting on the advice, consider the appropriateness of the advice having regard to the reader’s own objectives, financial situation and needs and if the advice relates to the acquisition of a particular financial product, the reader should obtain a product disclosure statement relating to the product and consider the information contained in the product disclosure statement before making any decision about whether to acquire the product. There can be significant risks in acquiring financial products without first obtaining personal advice from a qualified financial services professional. Personal advice involves a recommendation or statement of opinion about a financial product, where advice about the appropriateness or otherwise of the product for the reader is based on a financial services professional’s analysis of the reader’s objectives, financial situation or needs. The key danger of not obtaining personal advice prior to investing or acquiring a financial product is that the financial product may not be appropriate or suitable for the reader. Where that occurs, the reader runs the risk of financial detriment or loss. The information contained on the web page is actually intended to stimulate consideration and discussion between the reader and their professional financial services adviser, and does not represent information intended to be immediately acted upon nor does the information create a professional relationship between the web page author and the reader. Where the information contained on the web page contains details of past performance of any financial product it is important to note that that forms part of an historic record, and does not purport to be or indicate likely future performance.

Financial Services Guide (FSG)

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Elevation Financials Pty Ltd (ABN 58 615 529 130 Corporate Authorised Rep Number 1249757) and Matthew Garrett (Authorised Representative number 242509) are Authorised Representatives of Australian Financial Services Licensee INVESTORY PTY LTD, AFSL 432670

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Elevation Financials and Matthew Garrett (Authorised Representative number 242509) are Authorised Representatives of Australian Financial Services Licensee INVESTORY PTY LTD, AFSL 432670

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