As the CEO for a not-for-profit charity, it was important for us to ensure that our financial planner was across our risk profile and had the ability to understand markets and investment strategies that relate to our business. Aziz from Elixir Private Wealth has exceeded our expectations.
We no longer worry about our investments in the knowledge that they are in safe and capable hands.
We have now been using Aziz’s services since 2004 and are very comfortable and confident to recommend him to any entity. He has provided timely advice and reassurance in difficult times and without prompting. He knows how to retain and look after his clients.
We are very happy with the relationship and service. We will continue to use his expertise.