AXIS Investment Profiling

AXIS Investment Planning

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Investment Planning

We all know that investing our money can be a great way of accumulating wealth. The challenge is knowing what types of investments are best for you.

Since 1995 AXIS has helped clients determine which investment strategy will give them the best outcome. We provide advice on wholesale managed investments and direct share investments. This applies to your super fund and other “non-super” investments.

Your Investment Profile
AXIS will help you determine your investment profile so that you can choose the best investment structure for your objectives. Your profile takes into account:

     The amount of capital you have available for investment
     Your income and marginal rate of tax
     The assets you own, including those you own with others
     Your priorities about flexibility, tax efficiency and security of capital.

Taking a Holistic View
AXIS understands that your superannuation is only one aspect of your financial circumstances. By reviewing everything from your cash flow needs to tax effectiveness and asset protection, we can develop the best investment strategy for you. We’ll even take into account factors such as your salary, expenses and capital requirements to ensure they are tailored for your lifestyle so that every aspect of your financial situation is integrated and maximised.

Limited Advice
Alternatively, if you are simply seeking advice which is limited to your personal or employer super fund, insurances, or retirement planning, we will provide advice specifically for that issue.

By completing the Financial Planning questionnaire and returning it to AXIS,
your adviser will be able to contact you to discuss the preparation of a
Statement of Advice at an agreed price, depending on your needs.