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.
Elixir Private Wealth-2023.02.03-Financial Services Guide Version 5
Understanding Series
The Understanding Series provides additional information to help you understand the financial planning concepts discussed with your adviser. Please click on the link below to access the various topics:
Useful Links
- ATO
- Office of State Revenue (NSW), includes land tax and payroll tax calculators ETC)
- Stamp Duty Calculator (NSW)
- Money Smart Mortgage/ Repayment Calculator