Phil Alvaro

Financial Adviser, Byfields Accountants and Financial Advisers, Ascot, WA

From our experience I can definitely say that Elixir has worked wonders in our business, to the extent that we achieved over 75% growth in revenue in our first year on the program.

We found that having an impartial mediator was particularly beneficial for us. As the partners here would attest, we knew there were some issues with the business but they really hit home to us when identified by a third party. It is also valuable to have access to the knowledge of what other advisers are doing around the country, to ensure our business is keeping up to industry standards, and as those standards increase, so do we need to adapt accordingly.

We now feel in control of the future of the business and have a clear 'roadmap' to take us in the direction we want to head.

Paula Parsons

Financial Adviser and Director, Bright Wealth, Maroubra, NSW

Being in our fourth year of a start up business, every year we attempted a business planning session that never seemed to end with defined targets. After our two day planning session with Sue we became more confident and focused on what were now our new objectives that were agreed upon and would be monitored regularly.

Elixir has provided the blueprint of what our business needs to move forward.

We are excited about what the future will be, we now have the support to become the financial planning practice we always wanted to be and are committed to making it a reality.

Mark Douglas

CPA, Managing Partner, Francis A Jones, Fremantle, WA

Sue's coaching has been invaluable to our financial planning division. After facilitating two full days of controlled brainstorming, she developed a comprehensive framework to systemise everything we do in our practice, and now meets with us monthly to assist and monitor its implementation. Sue's strength is her thorough knowledge of the industry and her ability to provide practical and useful solutions.

Daniel Parry

General Manager, Sentry Group Australia, National Dealer Group, East Perth, WA

Before we engaged Elixir and Sue - I was doubtful that practice development would make a difference to an Adviser's business. I was pleasantly surprised that the quiet professionalism of Sue applied diligently to a select number of engaged planners has worked its magic! Both on a "one-to-one" basis and in large group setting Sue's passion and dedication shine through. The "alchemy" we all seek in dealer management is increased planner effectiveness - Elixir Consulting has delivered in spades.

Melinda Houghton

Financial Planner and Director, GWM Financial Planning, Werribee, Vic

We have found the services of Elixir Consulting invaluable to our business. The service is provided in a very professional manner, but is still friendly and non-judgmental. We have no hesitation in recommending Sue to any financial planning business who wants to make the most of their business opportunities and increase their efficiency, revenue and staff satisfaction.

Greg Meyer and Garry Cornell

Financial Adviser and Accounting Partner, Royal Cornell Financial Services, Perth, WA

Sue provides a great sounding board to discuss a lot of different issues in our Business. We have found that she provides insight into the whole of the financial planning industry. She has asked us some of the tough questions about our own business that we may not have asked ourselves, and has contributed greatly to getting us better organised and helped us to set a course for the future success of our practice.

Neil Hancy

Financial Planner, Abbott Solutions Financial Planning, Mt Lawley, WA

Sue's understanding of the Financial Services industry is second to none and she has opened our eyes to a whole new world of business efficiencies and better experiences for our clients.

Delegate

FPA WA Planners Forum, 2007

Excellent presentation - by far a stand-out in the two days. You were knowledgeable, your information was relevant to us, and you captured our attention for the full 50 minutes.

Delegate

Epic Adviser Solutions Conference, Broome, 2006

Great session - well presented and handled questions from the floor with aplomb.