September 2018 Newsletter

Dear Esteemed Clients,

We are now past the mid-year point of the calendar year 2018 and hasn’t time just simply flown by!  You should have already received an invite to our Christmas Party and we look forward to seeing you all there.  This is a great opportunity for us to come together and celebrate the social aspects of our relationship cultured over the past several years ---Not to be missed!

Amidst the political turmoil that we have experienced since the beginning of this year, markets have continued to perform and deliver healthy returns to us all.  We, as is in our DNA, have been slightly skewed towards being more conservative given the recent run up of markets, especially in technology stocks in the US, and our concerns around a possible correction the market might take in coming months.  To this end, we are erring on the side of caution and have sheltered our client portfolios to weather this storm when it eventually hits.

I often send out articles from time to time, in addition to this quarterly newsletter, and would urge you to read them when you have the time.  You also have access to these through our website, www.elixirprivatewealth.com.au if you had missed reading them when I send out the email.  We are also now saving the newsletters on our website under the “News” section for you to access and refer back to at any time. This, we hope, will provide a library of information for you to access as and when you need.

At the Elixir Private Wealth and Elixir Financial Solutions front, it is business as usual and we are all on deck to look after your needs and ensure you are looked after to the best of our ability. We, as always, are keeping our nose to the ground to ensure we provide the best service each and every time and at the right time.  To this end, if you have any suggestions for improvement, or even a positive feedback about something we do that you love, please let us know.  This would be most appreciated as we are ALWAYS looking to better your experience through our commitment to service.

Rove´, our Client Service Manager, will be on annual leave from 17th September to the 16th of October. She will be travelling around Europe and we wish her a safe and fun trip!

We wish you all the very best for the rest of the year and look forward to catching up with each and every one of you throughout the year, and especially at the Elixir Private Wealth Christmas Party!

 

Warmest Regards

Aziz Meherali CFP©

Principal