About Me

The name “Elixir” originates from Medieval Latin and Arabic history and is the mythical potion that converts metal to Gold and also prolongs life. The ideology behind the use of this word in our business name was to signify what we strive towards.

We strive towards enriching our clients’ lives through prudent and conscientious management of their financial affairs enveloped in total care and respect. We strive to improve our clients’ wealth position and, by looking after our clients’ goals and objectives with as little time and effort from our clients’ as possible, we enable our clients’ to live their lives to the fullest.

MAXIMIZING LIFESTYLE CHOICES BY PLACING YOU IN CONTROL OF YOUR FINANCIAL LIFE

One of the objectives of Elixir Private Wealth is looking at succession planning for our clients. We work in partnership with you and your family (as part of your “Family Office”) to understand your aspirations for the future and create a personalized financial and Succession plan for you and future generations.

Our strength is the professionalism, the expertise, the many years of experience, and the access to World Class Asset Consultants and Research, which translates into Relevant Advice and Honest Service. This is embodied in our Moto:

INTEGRITY LOYALTY CARE

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 28 Years
  • Licensed By
    Licensed By Godfrey Pembroke Group Pty Ltd
CERTIFIED FINANCIAL PLANNER®