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.
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.
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.
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.
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.
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.'
- Adviser status Platinum
- Number of reviews 11
- First year providing advice 1997
- Years of experience 26
- Certified Financial Planner (CFP)
Elixir Private WealthBligh Chambers, Level 26, 25 Bligh St
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
Godfrey Pembroke Group Pty Ltd