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.

Over 20 years experience in Financial Services, specifically in Investment Advisory and Management, and Financial Planning.

Specialties: Self-Managed Super Funds; Direct Australian Equities; Managed Funds (both local and International); Executive Collar and Equity Strategies; Gearing; Investment Management; Asset Allocation and Private Investment Consulting; Fixed Interest and Bonds; and Hybrid strategies; Charitable Trusts and Prescribed Private Funds(PPF's); and Private Family Office CFO.