Services

For Financial Planners...

The Prac-Nav suite of services from Elixir Consulting is designed for financial planning businesses that are looking to improve their business efficiencies, client service delivery, and achieve greater financial goals. We provide custom-designed advice and support to our individual practice clients, by first 'getting inside' their business to understand their unique issues, then providing independent, objective advice and tailoring solutions to overcome their issues and assist them to obtain the outcomes they seek. Our program has been equated to a Satellite Navigation system for business - our clients remain in the driver's seat, and our program designs the course they need to follow to reach their desired destination, remaining flexible enough to adapt to any unforeseen roadblocks that may appear, and keeping them heading in the right direction until they achieve their stated objectives.

Click here to download more info on our Prac-Nav services...

For advisers looking to improve their workflow processes and efficiencies within their business, we have a templated procedures manual that can be adapted to suit any financial planning practice.

Click here to download more info on our Procedures Manual...

For Institutions...

With a wealth of experience in public speaking and training and development, we work with institutional clients to provide engaging, useful presentations for PD Days and conferences. Our services extend to the facilitation and design of training courses and material on various aspects of financial planning and business management. Having a broad range of relationships throughout the industry, we are also in a unique position to conduct research and development into topical issues that arise in our field.