Our Services

Axis offers a total wealth planning package of services, and can assist in any area. But remember, all financial planning starts with your own personal budget.

Buying and Selling shares

buying and selling sharesWe buy and sell shares at extremely competitive brokerage rates. We help our clients grow their wealth by building a direct share portfolio using research from respected research providers Macquarie Equities Limited, Aegis, and Huntley.

Risk Insurance

Risk InsuranceAll aspects of risk management such as Income Protection to Life Insurance should be considered in case the unexpected happens. At Axis Investment Centre, we can provide a range of protection solutions that suits a broad spectrum of client needs.

Superannuation

SuperannuationSuperannuation is a very tax effective environment to grow your wealth. We can advise and help you invest into the many superannuation vehicles including self managed funds, retail managed superannuation funds and using a master trust platform.

Corporate Superannuation

Corporate SuperannuationWe provide a tailored plan that offers each employee a choice of superannuation while simplifying and reducing the administration of the process for you.

Retirement Planning

Retirement PlanningThe decision to retire permanently largely depends on whether you have the financial resources available to last the rest of your life. If you think you have enough and want to retire soon, our advisers can help with the transition by ensuring that the most tax effective strategies are considered.

Financial Planning

Financial PlanningWe deliver personalized investment advice through a comprehensive financial planning and investment process, designed to help you assess your current financial situation, analyse your future goals, and implement strategies to help you reach them.

Managed Funds

Managed FundsOur recommended list contains up to 1500 Wholesale and Retail managed funds to accommodate the risk profile, needs and goals for all our clients.

Gearing

GearingWe offer gearing advice, including margin lending and home equity loans, appropriate to our clients’ experience, needs and capacity for investment into both direct shares and managed funds.

Axis Investment Management Service (AIMS)

Axis Investment Management ServiceAt Axis we have developed a solution for you. We have created the Axis Investment Management Service to help you manage the day to day running of your portfolio.