A client of Axios since 2005, Andrew Powell first met Bentley Klein and Andrew Goh regarding getting his insurances in order 13 years ago. Impressed by the advice, honesty and financial knowledge of the Axios team, he transferred the management of his superannuation to Axios. A trusting relationship between advisor and client has meant that Andrew has continued to feel supported by the Axios team, who understood the challenges and stresses of his changing financial needs, moving from the corporate world to consulting and then back to corporate again.
Andrew explains that Axios have always given him excellent advice to keep him on track for his longer term financial goals. This includes a yearly review where Andrew and his wife meet with an Axios advisor to review their financial plan and ensure that they are on track. Between the annual review meetings, Andrew knows that he can call anytime regarding ad hoc financial matters and can depend on the advice he receives. Andrew describes the Axios team as honest, super responsive and always acting with the clients best interest at heart.
In his own words, Andrew believes the Axios team stand out from the crowd for their “holistic view beyond financials, they look at the whole picture, taking the time to understand your personal circumstances, how you want to live your life, and then determine how they can guide you financially to help you set a clear plan to achieve your goals”