Financial Planning

Many people may believe financial advisors only give advice on investments. This is not the case. The role of a professional advisor is to look at all aspects of your lifestyle, goals, needs and wants and develop a financial strategy suitable for you. 

Life stage How we help
Young adulthood Establishing Life Goals and Strategies to achieve them
First homebuyers/ Newlyweds Developing budgeting skills (learning how to save & invest) Devising a savings/borrowing strategy to achieve home ownership
Thirty-something Developing a savings and investment plan to build wealth Advice on preparing to build wealthEnsuring all assets are adequately protected
Forties & Fifties Tailored strategies to build a retirement income Building other assets outside the family homeProtecting against life risk
Pre-retirement Strategies to minimise tax while maximising government entitlements Investment strategies to maximise capital growth and regular income of retirement assets
Retirement Fine-tuning investment strategies throughout retirementEstate planningAdvice on tapping into non-financial assets like the family home

Financial planning is a process of developing strategies to help you manage and maximise your financial affairs so you can build wealth and enjoy life.

At AXIS Finance we provide you with reliable financial advice based on our understanding of your unique situation and goals.

We develop and implement your Financial Plan using tried and tested formula, a structured process to help understand and define your needs.

Our advisory process is a simple six-step course of action:

  1. Information Collection

    Before your initial meeting, we ask you to complete a Confidential Client Data Form. This outlines your current financial position, goals, objectives, risk tolerance and budget

  2. Initial Consultation:

    Together, we review the Confidential Client Data Form. We discuss steps you can take to improve your financial well-being, covering; Retirement Strategies, Investments, Tax Minimisation and Insurance.

  3. Research and Strategic Planning:

    Following our consultation, we review your present financial position and identify the strengths available to leverage off to enable you to achieve your goals and objectives.

  4. Strategy Brief and Recommendations:

    We prepare a strategy customised to your unique circumstances based on your short and long-term financial goals and objectives. We then bring this all together as a written financial strategy, developed to enable you to improve your financial position.

  5. Implementation:

    We make this process easy by assisting you with implementing your financial plan.

  6. Ongoing Review:

    To ensure your financial success we track your investments and review your needs, objectives, investment strategy and portfolio on an ongoing basis to take into account any changes to your circumstances.

All financial planning services are provided through our licensee, Professional Investment Services Pty Ltd ABN 11 074 608 558, Australian Financial Services Licence Number 234951

Comments are closed.