Need help making sense of the financial terminology associated with our services?
All the assistance you need is right here with a selection of resources from Elixir Private Wealth.
Check out our guides and useful links for helpful information and handy calculators.
Financial Services Guide
Our Financial Services Guide, or FSG, is a detailed guide to, our business, and the advice services we offer. It describes the fees we may charge, the information we may collect about you, and the ways we use that information.
Use it to decide whether or not to seek advice from us. If you have any questions, or require further clarification, please feel free to call us on (+612) 9221 2500. We hope you find it useful.
The documents below provide additional information to help you understand the financial planning concepts discussed with your adviser.
- Understanding Business Insurance
- Understanding Investment Concepts
- Understanding Debt Management
- Understanding Gearing
- Understanding Tax
- Understanding Superannuation
- Understanding Self Managed Superannuation Funds
- Understanding Retirement Planning
- Understanding Social Security
- Understanding Insurance
- Understanding Estate Planning
- Understanding the $1.6 million transfer balance cap