Richard Jagger

Testimonials for Richard Jagger

I didn’t trust the big companies to manage my superannuation or retirement planning. After several years of poor returns and paying the fees as well, I decided that I could do much better managing my own super and retirement planning. I did just that for 25 years. I have achieved my financial target in that time and am reasonably pleased with the result.

Now I’m moving into that next phase in life where things are changing from working and saving, to living and spending. To be honest, I didn’t want to manage my own money anymore as looking after a self-managed superannuation fund can be time consuming. I was referred to Axios Financial Solutions through a friend, and for the first time in a long time I feel comfortable in having them handle the details!

I’m totally relaxed and didn’t even feel the need to do my own personal investigation on what they were planning for me. We are currently well on track to reaching, and probably exceeding, the objectives we set for the end of the year. Rohan and the team at Axios Financial Solutions took the time to understand what I wanted to achieve and didn’t try to sell me a product.

The fact that they listened to me made me feel confident that they have tailored a financial plan specifically for my individual circumstances. Coupled with the great attention to detail and professionalism they’ve demonstrated, they have cemented my trust in them and in the plan, they have tailored specifically to my needs. I would highly recommend Axios Financial Solutions to anyone who needs good financial planning.