INDIVIDUAL PLANS TO SUIT YOUR NEEDS

At Axis Financial Advisers, the financial planning process is tailored individually to the needs of each client. A strategy will be developed after we understand your situation and goals and objectives.

After agreeing on the right strategy, it might then be necessary to tailor investments to suit.

Once the plan is in place, regular reviews of the strategy and portfolio are provided to make sure it remains appropriate and relevant to your situation.

Why See A Financial Adviser?

OUR SERVICES

STRATEGY ADVICE

Your financial adviser has a significant responsibility to stay up to date with current and proposed legislation. Sometimes it is necessary to be proactive with proposed government changes.

We are qualified to provide advice in the following areas:

  • Budgeting
  • Tax Planning
  • Investments
  • Superannuation
  • Insurance
  • Social Security (Centrelink)
  • Aged Care Planning
  • Estate Planning

INVESTMENT ADVICE

Tailoring investment portfolios which are specific to your financial goals, tolerance to risk and time frame is essential – for peace of mind and long term performance. We access world class research and conduct regular meetings with fund managers to stay up to date.

Our investment approach is to remain diversified, keep costs to a minimum, and avoid the use of complex products whenever possible.

Whilst volatility is an unfortunate side effect of investing, we use the volatility to our advantage in maintaining a long term investment outlook, seeking to top up portfolios when markets are depressed and take profits when markets look extended.

ONGOING SERVICE

Communication is a key to our ongoing service and includes the following:

  • Regular Reporting of Your Investments
  • Annual and Half Yearly Meetings
  • Complete Access to Your Adviser for Any Questions You Might Have
  • Quarterly Newsletter
  • Market Updates
  • Budget Updates
  • Correspondence With Other Professionals (such as your accountant and solicitor)
  • Assistance with Centrelink and Other Government Organisations

FEES & CHARGES

OUR INITIAL MEETING WILL BE FREE OF CHARGE

Fees and charges, like your financial plan, will be tailored for the individual client and your specific circumstances. Each Statement of Advice will require different strategies from the relatively straightforward to the highly complex.

Before preparing the financial plan you will be made aware of the fees and charges that will apply. The initial advice fee will typically include the following:

  • Phone Call
  • Follow Up Meeting
  • Follow Up Correspondence
  • Liasing With Other Providers (Accountants, Solicitors and Super Funds)
  • Researching Strategies and Investments
  • Preparation of Advice Document
  • Assistance with Implementation of Strategy
  • Notification to Other Providers (Accountants, Solicitors, Centrelink)

An ongoing fee will be arranged where required and is determined based largely on the complexity of your situation.