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    Business Success Wheel Analysis for Financial Planning and Advice Businesses

Elixir Consulting is a specialist coaching firm for financial advisers and risk advisers around Australia.

We are passionate about the value of excellent financial and risk advice, and we love small business. Everything we do is centred around helping business owners and their people to build better, more profitable advisory businesses and ultimately, a better lifestyle both for their clients and themselves.



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Latest Updates

  • April 10, 2014

    How well do you follow-up?

    I really enjoy listening to podcasts from Small Business Big Marketing – Tim Reid is the guy behind this show – which is officially Australia’s #1 marketing show. While he always discusses great marketing ideas that work for ANY small business, it’s not often that he discusses anything specifically related to financial advisers, risk insurance [...]

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  • April 10, 2014

    Gamification of advice – Part 1

    I believe one of the key roles of an adviser is to change clients behaviour for the better. Most people do not make the best financial decisions. Whether it be failing to save enough, chasing returns, keeping Foxtel but cancelling insurance or simply listening to our hearts more than our heads, all but the best [...]

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  • March 20, 2014

    A tale of four builders

    I’ve been visited by four builders over the past few weeks who gave me great insight into why some advisers are more successful when it comes to client engagement than others. To give the background: we’ve moved into a new house and want to get a deck built in our backyard. The first builder said [...]

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  • March 10, 2014

    Switching to Apple – a case study

    A year ago ago, I made the jump across to Apple, with my first MacBook Pro. Since then, I’ve been asked a number of times whether it’s realistic for advisers to do the same in an industry that intrinsically favours Windows. Many businesses asked me whether, given the potential for compatibility issues, it was really [...]

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  • March 3, 2014

    4 things I wish I was told about goal setting

    Goal setting. You’ve heard all the one liners…. ‘If you don’t know where you are going, you’ll end up someplace else’ ‘Fail to plan and you plan to fail’  ‘A goal is a dream with a deadline’ In my post “The problem with goal setting”, I reveal the single biggest contributor to achieving your goals, [...]

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Elixir Consulting
ABN 72 321 982 686
Phone: 1300 683 680
Fax: 1300 562 889