Barry, |
" Until I met the team at Axiom, none of the older and larger financial advisors seemed to understand how to work to meet client needs. I always got the feeling that I had to fit their systems and only hear about their products. I could never get the information I needed. The financial planning industry seemed preoccupied with regulation, meeting internal objectives and lost in legacy systems not in tune with the changing superannuation investment environment. " |
Tony, |
" As the Managing Director of a listed company I needed to know that my family's financial affairs were being managed expertly, timely and cost effectively. Through their non - aligned ownership structure I know Axiom are doing what is in my best interests whilst their systems bring best of breed performance from managers and product providers that really suit my needs. " |
Bill, |
" We were having some second thoughts about our adviser of the time and a friend referred us to Axiom. They listened to our situation, took on board our lifestyle and financial objectives and came up with a strategy that provided for a significant increase in our after-tax returns; without taking on a lot of extra risk. " |
Tanya, |
" In my prior life, I only invested in bricks and mortar as a busy mother and businesswoman I had little time left over to do anything else. Then as a consequence of giving up my career I began my own Superannuation Fund and pension. I also began an earnest search for the right person to help me with my investments. I scoured Canberra and Sydney for suitable financial advisors, big investment houses and super funds, to no avail nothing and no one suited me until I was introduced to Axiom. |
Andre, |
" Axiom were referred to us as a financial advice group with a difference. We were initially skeptical, because we had been victims of prior financial advisers whose main goal seemed to be finding innovative ways to increase their fees without adding much value to our portfolio. After the initial meeting, we came away with a feeling of clarity we had not experienced before. " |
Peter, |
" The Axiom team have guided and structured my investment strategy and achieved the maximum return for my investment dollars in line with my life goals. They have rare skills and commitment in helping their clients formalise a budgeting plan and have been a delight to deal with. It makes me wonder why people try to manage their own investment and create unnecessary stress for them selves when they could enhance their life by using someone like Axiom to do it all for them. " |
John, |
" Our association with the Axiom team has been a remarkable experience. The intricacies and complexities of superannuation and market investing as we all know can be a minefield. With their support, advice and guidance, access to quality market research and the availability of user friendly investment management systems, investing for us in the various markets has ensured that our returns have been maximised at every opportunity. " |
David, |
" I had been managing our personal investments and superannuation fund for the past three years following separation from our previous adviser. Whilst satisfied with portfolio results I was somewhat reluctant to let go of control again however we were approaching a period where specific structural and taxation guidance was required. Whilst our involvement with Axiom commenced on a limited basis, over time the relationship and confidence has grown to the extent that Axiom now fully manages our financial affairs. " |
Jennifer, |
" It's so important to find the right adviser one who you can genuinely rely upon to do the right thing by you. I've been investing through Axiom for some time now and have benefited from some excellent returns. Everyone at Axiom is always really helpful and I sleep well at night knowing these guys are managing my investments." |