Axios Financial Solutions are passionate and focused on ensuring our clients achieve their goals.
“Our clients must be confident that their plan and our ability to manage and coach them will deliver successful outcomes” – Bentley Klein
In a more traditional financial planning model, an adviser will ask you what your risk profile is in order to determine your allocation of assets, then the return, and finally, how your plan can assist with your lifestyle.
At Axios we put your lifestyle goals and objectives first and use a lifestyle financial planning model.
How does this work?
- Before meeting Axios we will ask you to complete a client questionnaire in order for us to get a better understanding of your lifestyle and financial objectives
- We will review this at out initial meeting where we will further establish what you want to achieve from working with us. We talk at length what type of lifestyle you want now and in retirement. We will work out what type of return you need to achieve your lifestyle goals which will then determine your asset allocation and risk profile. Axios offers a complimentary first appointment to all new clients.
- Once we understand your goals, we then commence a 6 stepped financial planning approach that sets your plan. We will complete the research and legwork necessary before presenting recommendations to you
- Once your plan is set and implemented our service doesn’t end. We constantly monitor results and conduct annual reviews to ensure that your plan always reflects your objectives and is performing at its best.
When you are part of the Axios family we offer a support network including coaching, mentoring and regular check ins.