High-net and Ultra High-net worth individuals
As your wealth increases and your financial situation becomes more complex, you need increasingly sophisticated strategies to make the most of your growing resources and safeguard the prosperity you’ve worked so hard to create.
We specialize in tailored solutions for High-Net Worth and Ultra High-Net Worth individuals, with personalized investment planning, astute portfolio management and advanced strategies including trusts, SMSFs, gearing and tax-effective investments.
Charitable Trusts and Not-For-Profit Organizations
We have vast experience in working with Charitable Organizations in putting together an Investment Mandate to ensure it meets the board’s requirements. We also manage a number of charitable trusts with regards to their investment management and asset allocation strategies. The service also includes presenting the portfolio strategies as well as market updates at AGM’s and Board meetings.
Busy professionals, Entrepreneurs, and Executives
When you’re dedicated to managing a successful professional practice, time is your scarcest resource. So it can be difficult to give your own finances the attention they truly deserve.
That’s where Elixir Private Wealth can help. We specialise in helping busy professionals manage, extend and protect their growing wealth, with sophisticated solutions and exclusive opportunities.
We can help you respond to the specialised challenges you may be facing — from tax planning, to SMSF set-up and administration. So you can continue to focus on your professional and business life, knowing your finances are in good hands.
At Elixir Private Wealth, we act as your personal CFO, with sophisticated strategies to help you manage, extend and preserve your growing wealth. They include expert advice on salary packaging, share and option schemes, tax planning and SMSFs, with specialised solutions to ensure your money works as hard as you do.
Today, Australians are living longer and staying more active in retirement than ever before. As a result, our financial needs in retirement are also rising. So it’s essential to plan ahead and make the most of your resources if you want to enjoy the retirement you’ve always looked forward to.
Your Elixir Private Wealth adviser can help you navigate the complexities of retirement planning, using a range of proven strategies including salary sacrifice, self-managed superannuation and transition to retirement. We can also help to safeguard your savings from the effects of market volatility, generating more income with less risk over your investment time horizon.