Our Services

Established in 1995, AXIS Financial Services has evolved specialist capability and controls to properly service the corporate superannuation market. Normal financial planning companies who dabble in corporate superannuation simply fail their service obligation because they are not designed to deal with the provision of advice to larger client groups. In other words – your workforce. At AXIS Financial Group our people and systems have been selected and developed to deliver the best service and advice possible to our corporate and individual clients, and have greatly contributed to the Company’s significant growth over the past ten years.

Our services include:

For companies using our corporate superannuation services we provide:

• plan design and implementation	• plan audit	• benchmarking
• tender reviews	• employee advisory services in groups or individual sessions	• regular policy committee meetings

In the provision of personal financial advice:

• investment advice around managed funds and shares	• investment monitoring	• insurance planning
• claims administration	• estate planning	• projection of your superannuation balance
• monitoring the performance of your superannuation against your retirement goals	• transition to retirement	• retirement planning
• general education in personal wealth creation

At AXIS Financial Group we believe that superannuation is a life-long investment that requires careful monitoring to ensure maximum growth. We take this commitment seriously, and offer all our members reliable, life-long support to ensure they reach their retirement goals.