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.

Click here to use our budget calculator.

Home / Services

Buying and Selling shares. We 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. More

 

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

 

Axis Investment Management Service (AIMS). At 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. More

 

Gearing. We 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. More

 

Superannuation. Superannuation 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. More

 

Corporate Superannuation. A tailored plan that offers each employee choice of superannuation, while simplifying and reducing the administration of the company super process. More

 

Retirement Planning. The 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. More

 

Financial Planning. We 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. More

 

Risk Insurance. All 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. More
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