Aziz Meherali

Elixir Private Wealth

Platinum
25 Yrs Experience
Sydney, NSW 2000
Integrity, Loyalty, and Care is what I founded Elixir Private Wealth on. I love working with clients who are goal-oriented, have a real sense of accomplishment, and love life! I have a real passion in making a difference in the lives of everyone I come in contact with in a positive way. This is why, our Culture resonates from our Strong Belief that our Clients are at the Heart of Everything We do. With this belief strongly permeating our daily life, we act in the best interests of our clients. Integrity and Professionalism are the pillars on which we provide services through Elixir Private Wealth to our small and esteemed group of clients. At Elixir Private Wealth, we work in partnership with you and your family (as part of your “Family Office”) to understand your aspirations for the future and create a personalized financial and Succession plan for you and future generations. Our objective is to remain a high-touch practice and take on a very small and select group of clients each year. The vast majority of our business comes from existing clients, their family, and their friends. We build lasting relationships with other third party advisers such as accountants and solicitors, based on foundations of trust in our knowledge and expertise, and most importantly, in our ever enduring drive to do what is in the best interests of our clients first and foremost.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 11
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Elixir Private Wealth

Level 26 Suite 26.03, 25 Bligh St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Godfrey Pembroke Group Pty Ltd

AFSL 245451

4.85
11 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"Aziz has been our financial adviser since returning to Australia nearly 20 years ago. His advice has covered investment strategies, both domestic and international, superannuation, retirement planning and insurance, and has always been of high quality, well-informed and adapted to our needs. Perhaps most importantly, he has shown a tremendous commitment to service and has demonstrated the highest ethical standards."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Aziz’s suite of product offerings and his extensive knowledge has been incredibly valuable. He has always provided well researched and up to date advice and has been able to explain this information in a manner which suited us. I would highly recommend Aziz to anyone looking for financial advice."

  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Having been clients of Aziz for many years we have always appreciated his excellent insights and financial advice in relation to our investments. He is a very proactive adviser, keeps regularly in touch and is diligent in providing regular reviews. He has also provided valuable financial advice for our children and has always shown an interest in providing advice for the whole family. We would have no hesitation in recommending Aziz to anyone who requires strong and sensible financial advice."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We switched to Aziz as our financial advisor after a bad experience through the GFC. Aziz took over our portfolios and helped us work through some problem investments and set up our investment account and self manged super fund for the future. We have worked closely with Aziz over the past 13 years and he has given great advice in relation to both portfolios. Over time Aziz has become a trusted advisor to both my wife and myself and we are very confident in heeding his advice for all our financial matters."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Aziz has been managing my portfolio for over 10 years and under his management the results have been outstanding. His market knowledge and passion for his work and his business are second to none. I have confidently referred friends and colleagues to Aziz knowing they will be shown the same high level commitment that I receive. Through Aziz's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive Aziz's full care and attention when I need it.'"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Aziz is knowledgeable, proactive and ethical in designing and managing our investments. He has created for us a highly customised and strongly performing portfolio that is well on track to deliver our financial objectives. Aziz is readily available to answer questions and support us through the ups and downs of the market."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Aziz has given financial advice and successfully managed our investment portfolio Including a self managed super fund for many years. He has always been available for us and given a great service which he also extends to our children. This is much appreciated."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Aziz has been our private wealth adviser for nearly 20 years. He is professional, extremely knowledgeable and always a pleasure to deal with"

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Aziz has been helping and giving me advice regarding my finances and assets. This has been very valuable and have assisted me in planning my future. I will recommend him to my friends and family."

  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Aziz has given me advice across superannuation, investment products, estate matters, insurance products and managing debt. Aziz has always been very accessible and responsive and provides clear, well reasoned advice applicable to my stage in life, circumstances and my desired financial and personal goals. I feel confident Aziz is looking after my interests."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Economic and Legal Context for Financial Planning - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Client Engagement Skills - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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