Managing Director, Paragem Partners 

Sue’s knowledge base extends from experience as a qualified CFP and so she understands the real world of applying fees not just the theoretical world of practice management applied by many consultants. 

Julie Berry

Managing Director, Berry Financial Services 

Sue provided a presentation on Adviser Pricing models to the FPA Small Principals Conference in March 2009 and the feedback we received has been excellent.  The comments referred to the professional manner in which Sue presented, and the high quality of information contained in her presentation.

Conference participants noted that Sue’s presentation gave cause for many in the room to reassess the way they have been approaching pricing and the processes that can be undertaken to effect change, including those tough client conversations that will need to be started.

 Wayne Leggett

Co-Principal, Paramount Wealth Management, South Perth, WA

As a 30 year "veteran" of of financial services, I thought there wasn't a great deal I could gain from an external consultant to my practice. I could not have been more wrong! Without a doubt this is the most professional, focused, and efficient a business that I have worked in over my three decades as a financial adviser, most of it due to the efforts of Sue and her uncanny ability to help advisers focus on the core issues and address them in an efficient and timely manner.

Any adviser, irrespective of situation or experience, would benefit from utilising the services of Elixir.

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.

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.

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 Adviser 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

Financial Adviser, Royal Cornell Financial Services, Perth, WA

Elixir has held us accountable to the business development and marketing activities that might otherwise be ignored or surreptitiously consigned to the too-hard basket. Without the help of Elixir we might now be losing the uphill battle to establish and effectively deliver a meaningful and valuable service to our existing clients as well as looking for new business.

Neil Hancy

Director of Financial Planning, 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.

To sit down for a day with Sue and work through a business planning session is essential to every business. Sue walked us through the session in a logical, clear and professional format and her comprehensive knowledge of the financial planning industry makes her service a complete package.

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.