Over the past six months, Philip and I have been reviewing how Elevate Financial Solutions operates. It has become clear that we need to increase our scale of operation as the costs of technology and ongoing compliance have increased substantially over the past 18 months.
“We have considered merging with a small group of planners to create a 2 + 2 = 5 scenario; however, we have determined that the best outcome is to fold Elevate into a very large and successful financial planning practice, Invest Blue”, says Crysta.
Invest Blue has been operating for over 25 years and shares the same commitment to maintaining long-term, quality financial advice relationships with their clients, as we do.
Invest Blue is one of the largest advisory businesses within the AMP Financial Planning Pty Ltd network and operates through more than 30 locations across Australia. They have proven to be able to operate at a scale that will provide far greater efficiencies than what Elevate Financial Solutions has been capable.
They have highly developed technology solutions and a well-developed support structure that we consider vital in our profession.
Philip and I will become Invest Blue shareholders through the transaction and will continue to work with you into the future.
The Elevate Financial Solutions team will be relocating about four kilometres, to the existing Invest Blue office at Norwest (Baulkham Hills) and be part of a far larger 12 person team. You can expect the same great service from our new Invest Blue team.
Initially, our phone numbers and email addresses will remain unchanged, however, will be updated over the next few months, as we settle in.
Our new address will be:
Invest Blue – Norwest
Suite 5.06, (Level 5)
12 Century Circuit Baulkham Hills NSW 2153
We are excited about the future and in joining Invest Blue. We share common values and a commitment to provide quality financial advice.
One of the benefits of the amalgamation is that you do not need to take any action if you wish to continue your relationship with us at Invest Blue … other than updating some contact details over the next month!
We would be delighted to speak with you should you have any queries or questions about our new adventure!
Crysta Vandersluys & Philip McCoy