Strategy And Consulting
Solve your toughest challenges
and learn invaluable insights
for your business
and learn invaluable insights
for your business
Strategy And Consulting
Solve your toughest challenges and learn invaluable insights for your business
Whether you’re in crisis management mode and you need to help to solve an immediate challenge, or you’re seeking for our deep knowledge of the business of financial advice to launch a product or service, our strategy and consulting services can be delivered in a bespoke manner to achieve what you’re looking for.
Ready to achieve growth and enduring success? Our global team of experts will help you scope
your needs and identify how to meet them.
Building the Desired Future for Your Business
Our people & community will help you discover and work out what the future of your business looks like, and provide you with proven strategies to efficiently grow your business
How We Help You Grow
Our solutions are specially designed to meet your needs
Need help in building your business?
Here’s how
we do it.
Need help in building your business?
Here’s how we do it.
What We Offer
Business Coaching
We provide specialised coaching support to help you achieve greater success by:
- Guiding you in coming up with effective and impactful ideas for your business
- Keeping you accountable in implementing your grand plans
- Helping you decide on the best course of action to take
Peer Group (Evolve Accelerator)
Join our Peer Group discussions and:
- Gain practical experience of other financial advice professionals who are facing similar business challenges.
- Discover the power of group accountability as you share your progress towards your own business goals.
- Learn insights into the latest industry trends from highly regarded industry experts.
Insights
How Combining RPA and AI Can Digitally Transform a Financial Planning Business
The role of AI in financial planning: Insights from the US
Advice Trends in Outsource Paraplanning
5 Vital Tips for building your ultimate global team
Client Testimonials
Check out what our proud clients have to say
“We have engaged Sue for the last 15 years and going from an infancy to a mature business hasn’t stopped the quality of advice she provides. In fact, we have gone from one of the most profitable businesses within our dealer group and recipient of the WA/NT Excellence Award to being successfully self-licensed and growing across the state, all because of her help."
Phil Alvaro
Byfields Wealth Management
“Having dealt with many business coaches and consultants over the years, I find Sue and the Elixir team’s style to be refreshingly intuitive and 'real'. Sue has a grasp of the big picture strategy discussions coupled with detailed knowledge of how best to execute and deliver the right outcomes. I wouldn't hesitate in recommending the team to help take your business to the next level.”
Adam Smith
Succession Matters
Ready to take your business to the next level?
Book a call and find out how we can support your growth.