Website Refresh
Hi, and welcome to our new website, we believed that the previous one was due for retirement and have rebuilt it with an aim of being...
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HOW WE
GROW YOUR WEALTH
Axis Financial Services is a different kind of advisor.
We're not aligned with any one company or product, so we can always put your interests first.
That means we can find the best solutions for you, whether you're looking to save for retirement, buy a home, or just invest in the stock market.
Our advisors have years of experience helping people just like you reach their financial goals.
We'll work with you one-on-one to create a plan that's tailored specifically for your needs and your budget. We're a privately owned company that is non-aligned, so we can focus on what's best for you.
PLAN
Our custom personalised method at Axis Financial Advisers begins with getting to know you, your financial situation, your goals and objectives so that we can create a plan to help you envision your financial future.
BUILD
A financial plan is a living document.
We consider all of your specifics while creating a complete plan to help you achieve your goals and objectives.
We provide assistance in putting the strategy into action once the plan has been finalised.
REVIEW
Your investment portfolio and financial strategy will be examined on a regular basis.
The investing landscape is always evolving, and new rules and legislation can have an impact on your overall strategy, so we keep up with it so you don't have to.
AXIS FINANCIAL ADVISERS
Axis was formed in late 2006 by the licensee after breaking away from one of the largest financial planning advisory groups in Australia.
It was born out of a desire to provide quality advice and a high level of service to clients, without the bureaucratic overlay and restrictions that come with being owned by one of the large multinational companies or financial institutions.
Our unique structure allows us to have all the benefits of being with an aligned institution through our preferred product provider program, whilst remaining sufficiently autonomous to ensure our clients’ needs are always paramount.
Since its inception, Axis has grown substantially and boasts highly qualified and well-regarded financial advisers, as well as an extremely professional and highly competent administration team.
Importantly, we have managed to build our business and are proud to be able to consider ourselves one of the few privately owned advisory groups in the marketplace.
WEALTH CREATION
We create strategies which provide clients with financial independence and peace of mind.
By establishing your goals and financial objectives, we are able to tailor strategies at an individual level which should ensure your goals are achieved but also help you remain comfortable with the process.
RETIREMENT PLANNING
We are retirement experts and can ensure that your retirement objectives are achieved. Retirement is not the same for anyone.
We all have different ideas about what retirement will look like, some will travel, others will knit but it’s important that you make the most of your time now that you no longer have to get to work each day.
retirement planning
wealth creation
Entering aged care can be daunting, particularly if your loved ones are now more heavily involved in the process and having to make decisions.
We are experienced in aged care strategies and can provide peace of mind when working out how you will be affected from the move into an aged care facility.
ESTATE PLANNING
Estate planning is more than ensuring you have a Will in place. It ensures that your wishes are carried out in the most effective manner possible by maximising outcomes for your eventual estate.
We have broad knowledge of estate planning strategies and can liase with your solicitor to ensure that a comprehensive Will is established.
estate planning
aged care strategies
LATEST FINANCIAL NEWS
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