Services

INVESTMENT ADVICE AND PORTFOLIO MANAGEMENT

Axial Wealth Management offers a tiered level of ongoing proactive investment advice and portfolio management across the main asset classes:

  • Cash and Term Deposits – range of banks
  • Australian Equities – ASX Listed (including full participation in corporate actions and IPO’s)
  • Equities – Listed on exchanges globally
  • Listed Property
  • Unit Trust Investments
  • Bonds
  • Alternative Assets (i.e. Commodities)

Axial’s Investment service employs a number of avenues to access these asset classes including direct listed securities as well as unit trusts and direct held bank deposits.

Axial’s philosophy is around active management and tactical asset allocation. We adapt your portfolio to market conditions and work with you in the decision making process.

No matter what your current financial position is or your appetite for risk and volatility, Axial’s tiered service packages are designed to provide an appropriate solution for you to meet your investment needs.

Service packages include Axial’s Portfolio Service that has outperformed our relevant benchmark since inception as well as bespoke tailored portfolio’s individually designed and managed on a per client level so as to ensure the transactions meet your needs.

AXIAL PORTFOLIO SERVICE

The AxiaI Portfolio Service (APS) aims to maximise your overall investment return and minimise your downside risk by regularly and proactively updating your portfolio in line with your risk profile and market conditions.  The APS portfolios are constantly reviewed by the Axial Investment Committee which draws on research from economic data, Morningstar Research and leading investment firms such as Evans and Partners.

Axial’s philosophy centres around tactical asset allocation and recognises that markets are not perfect and there are points of a market cycle where a reallocation between asset classes and fund manager styles can help attain greater return on investment and also minimise market downside.

Please see the latest performance figures for the Axial Portfolio Service by clicking on the tab below.

APS Performance – 30 June 2018

SELF-MANAGED SUPERANNUATION

Self-Managed Superannuation forms a major part of the Axial business and we are proud to have a team headed by Nick Reid, that specialises in this area.

Self-Managed Superannuation Funds (SMSF) offer clients the most flexible retirement solution available and allow direct investment into the following asset classes and types:

  • Cash and Term Deposits – range of banks
  • Australian Equities – ASX Listed (including full participation in corporate actions and IPO’s)
  • International Equities – Listed on exchanges globally
  • Listed Property
  • Unit Trust Investments
  • Bonds
  • Alternative Assets (i.e. Commodities)
  • Direct Residential Property
  • Commercial Property
  • Gearing Investment into Property and other asset types

With the guidance of the Axial team, partnership brokers and accountants, we can deliver full service private client advice on your SMSF Investment Strategy.

Further to the Investment options available, SMSF afford much greater control and flexibility in strategic management such as:

  • Contribution Strategies
  • Transition to Retirement Pension Strategies
  • Account Based Pension Strategies
  • Estate Planning
  • Gearing
  • Structure for Property Development

RETIREMENT PLANNING

Retirement is meant to be an enjoyable time but too often individuals become weighed down with concerns over the longevity of their retirement funding. Axial Wealth Management provides a no nonsense assessment of the best path for you and can recommend and implement the most appropriate retirement strategy incorporating the following tools:

  • Account Based Pensions
  • Transition To Retirement Pensions
  • Lifetime and Fixed Term Annuities
  • Centrelink and Age Pension
  • Insurance Bonds
  • Investment Accounts

AGED CARE PLANNING

Aged care planning is a complex and ever changing area, even people with seemingly straight forward situations can still have many questions and concerns. We can help guide you and your loved ones through the process and offer you a range of strategic and financial outcomes, including:

  • Centrelink impact assessment
  • Cash flow and funding advice
  • Aged Care facility review
  • Management and assistance with process of residential aged care assessments, finding a home and organising the most appropriate financial solution
  • Advice on ways to reduce clients Aged Care fees, establish a sustainable cash-flow and maximise their Age Pension
  • Help clients prepare for the intergenerational transfer of assets

INSURANCE

Axial Wealth Management can provide effective solutions in the areas of:

  • Life Insurance
  • Disability Insurance
  • Income Protection Insurance
  • Trauma Insurance
  • Key Person Insurance
  • Buy / Sell (shareholder) Insurance
  • And the full spectrum of General Insurance needs via our strategic partnerships

All Axial advisers are authorised to provide advice in Life and Disability insurance. Having an appropriate risk management strategy in place must form the cornerstone of any financial plan.

Make sure you protect yourself and those you love. Please contact us to find out more.

ACCOUNTING

Accounting and Taxation is a key part of any complete financial strategy. Axial Advisers are registered Tax (Financial) Advisers and work with a network of leading accounting groups to make sure that your overall strategy is coupled with an appropriate taxation strategy.

Working with your accountant or one of our partnership groups, we will deliver the best holistic outcome.

If you need an accountant or assistance with tax matters, please contact us to find out more.

LENDING

It’s a lesser known fact that Axial Wealth Management provides via it’s partnerships, a full service of loans including:

  • Home Loans
  • Investment Loans
  • SMSF Loans
  • Car and Vehicle Loans

Having Axial involved in the process and working with a panel of finance brokers ensures that your loan needs are matching your broader situation.

Nick Reid explains “too many times I’ve seen individuals seek finance that does not align with the broader situation whether it be for tax or other matters. Something as simple as making a decision on structuring a loan can save thousands of dollars in tax. All you need to do is have your Axial professional helping you along the way”.

Working with Axial and Axial’s partnership firms can help match the right loan and structure for your circumstances.