Axis Financial Advisers
96 Phillip Street, Parramatta, New South Wales, Australia
About Axis Financial Advisers
Welcome to Axis Financial Advisers, located at 96 Phillip Street in Parramatta, Australia. As a finance establishment and point of interest, we pride ourselves on providing individually tailored financial advice to our clients.
At Axis Financial Advisers, we are a different kind of advisor. Unlike other financial institutions, we are not aligned with any one company or product, allowing us to always put your interests first. This means that we can find the best solutions for you, whether you're looking to save for retirement, buy a home, or invest in the stock market.
Our privately owned and non-aligned company allows us to focus on what's best for you. We believe in a custom personalized approach, starting with getting to know you, your financial situation, goals, and objectives. By understanding your unique circumstances, we can create a plan to help you envision your financial future.
We consider all of your specifics while creating a complete plan to help you achieve your goals and objectives. Once the plan is finalized, we provide assistance in putting the strategy into action. Additionally, we regularly examine your investment portfolio and financial strategy to ensure it aligns with any changes in the investing landscape, rules, and legislation.
Axis Financial Advisers was formed in 2006 by breaking away from one of the largest financial planning advisory groups in Australia. Our goal was to provide quality advice and a high level of service to clients without the bureaucratic overlay and restrictions of being owned by a large multinational company or financial institution.
With our unique structure, we have all the benefits of being with an aligned institution through our preferred product provider program, while remaining autonomous to prioritize our clients' needs. Since our inception, we have grown substantially, boasting highly qualified financial advisers and a professional administration team.
We specialize in creating strategies that provide clients with financial independence and peace of mind. By establishing your goals and financial objectives, we tailor individual strategies to ensure your goals are achieved while keeping you comfortable with the process.
Retirement is not the same for everyone, and we understand that. As retirement experts, we can help you achieve your retirement objectives by creating personalized strategies. Whether you plan to travel or take up knitting, we want to help you make the most of your time now that you no longer have to work each day.
Entering aged care can be daunting, and we are experienced in aged care strategies. We can provide peace of mind by helping you navigate the process and make decisions that align with your needs and preferences.
Estate planning is more than just having a Will in place. It involves ensuring that your wishes are carried out effectively to maximize outcomes for your eventual estate. With our broad knowledge of estate planning strategies, we can liaise with your solicitor to establish a comprehensive Will.
Visit us at Suite 3, Level 3, 96 Phillip Street, Parramatta, NSW 2150, and let us help you achieve your financial goals and secure your future.
Photos of Axis Financial Advisers
3/96 Phillip St, Parramatta NSW 2150, Australia
Opening hours of Axis Financial Advisers
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Axis Financial Advisers
"I came to Axis seeking advice for my mum and I for a long term strategy. I spoke with Jonah who was very knowledgeable and straight forward and made it very easy to understand some of the more complex concepts of super, retirement and investments. Prior to this I had looked at other large and established brands but the value proposition there was non-existent. I was offered complex and expensive products that did not suit by needs. Axis and Jonah were the complete opposite to these larger organisations and have been nothing but trust worthy, reliable and knowledgeable. I cannot recommend them enough and implore anyone who is in need of advice to simply give them a call or arrange a meeting to see what I mean and put your mind at ease."
"I been with this Financial Adviser Firm for the last 27 years and counting. I never had a bad or risky advise from Georg or any one in this company. There the most acceptable, friendly and responding people I ever dealt with. So go for it and I promise you, you never look back."
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