AXIOS Financial Solutions

AXIOS Financial Solutions Axios Financial Solutions tailors our financial advice for every stage of your life. Our offices are Our success is only achieved if our clients are successful.

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This is what drives us to ensure our clients achieve their goals. We are incredibly passionate about this. Most Financial Planners will only help people who have money to invest; our advice model is not based only on current assets or wealth. Our approach is to educate our clients so that they make informed decisions. Together, we build and implement a plan that will achieve their desired outcomes

. Axios and our clients are equally committed to these goals. Bentley Klein CFP, a passionate marathon runner believes there are many parallels to be drawn between achieving financial freedom and success in sport. Both require commitment, teamwork, goal setting, motivation and importantly, enjoyment to ensure results. Both require a coach. Our clients recognise that they need assistance to manage their financial affairs better and are prepared to follow our guidance and advice in the pursuit of achieving their financial independence. They are willing to take the necessary actions to achieve their goals, knowing we will always be there to support and coach them along the way. Axios has been built on family values and we genuinely care about our clients and our staff; they are recognised as part of a bigger family and whom we support and treat like family. This has been demonstrated in our 26 years of measurable results and exemplary service as illustrated in the Axios Financial Solutions value chain. We have a proven track record of improving clients’ lives, at every stage of their life. Bentley Klein (tinyurl.com/pjuteeb) is an Authorised Representatives of Charter Financial Planning, Australian Financial Services Licensee.

All of us at Axios Financial Solutions hope that 2020 brings you joy, good health and success.
12/12/2019

All of us at Axios Financial Solutions hope that 2020 brings you joy, good health and success.

Happy Belated Birthday Alison!
14/10/2019

Happy Belated Birthday Alison!

We hear from Heather Ikin, one of our longest standing clients. We ask her why she’s stayed with Axios for nearly 20 yea...
29/08/2019

We hear from Heather Ikin, one of our longest standing clients. We ask her why she’s stayed with Axios for nearly 20 years and why she continues to refer her nearest and dearest to Axios for financial advice

  Heather Ikin is one of Axios Financial Solutions longest standing clients of nearly 20 years. A long-term friend of both Teresa and Alison’s, Heather initially approached Axios in 2000 regarding her superannuation and insurances. In the years since, Heather’s 3 children have grown up, with he...

What’s your preferred way to pay? If you’re in the majority, your answer won’t be cash! Does this mean the cash era is o...
20/08/2019

What’s your preferred way to pay? If you’re in the majority, your answer won’t be cash! Does this mean the cash era is over? If so, what’s next?

  When was the last time you paid for something in cash? The answer may well depend on your age, with a recent survey by You Gov Galaxy and commissioned by payments provider Square, showing that if you’re over 40, you’re likely to carry more cash on you, whereas those under 40 have on average ....

We hear from two of our cancer council pro bono clients, who tell their stories about how the financial advice they rece...
30/07/2019

We hear from two of our cancer council pro bono clients, who tell their stories about how the financial advice they received helped them find their feet in their time of need.

At Axios Financial Solutions, we are committed to social responsibility, pledging to give back and support worthwhile causes. In line with this mission, the Axios team provide pro bono financial advice to families that have been touched by cancer, via the Victorian Cancer Council. 2 of our pro bono....

The new financial year is the perfect time to review your finances. Here are 8 things to do now, to make sure you’re in ...
23/07/2019

The new financial year is the perfect time to review your finances. Here are 8 things to do now, to make sure you’re in good financial shape for the new year!

A new financial year is always a good time to review your finances and make sure they are in good shape. You’ll be starting this coming financial year wearing a confident grin with this list of eight things to do now to get new financial year ready. Check in on your goals There’s no point …

Warren Buffet famously said that by learning from other’s mistakes, you can sidestep the same pitfalls. With this in min...
18/07/2019

Warren Buffet famously said that by learning from other’s mistakes, you can sidestep the same pitfalls. With this in mind, we’ve created a list of the most common financial regrets, so that you’ll know what to avoid:

It’s safe to say that Warren Buffet knows a thing or two about making good financial decisions and so when he talks, we listen. Buffet is famously quoted as saying ‘its good to learn from your mistakes. It’s better to learn from others mistakes’. Wise words, we say! What if you could jump ov...

EOFY Team Function - Last 9 holes
09/07/2019

EOFY Team Function - Last 9 holes

EOFY Team Function - First 9 holes
09/07/2019

EOFY Team Function - First 9 holes

Happy Birthday Andrew hope you have a wonderful day and a great year ahead...🥳🎂🍾
25/06/2019

Happy Birthday Andrew hope you have a wonderful day and a great year ahead...🥳🎂🍾

Happy Birthday Natasha. Enjoy this very special day with your family and friends
18/06/2019

Happy Birthday Natasha. Enjoy this very special day with your family and friends

Happy Birthday Kerry. Enjoy this very special day with your family and friends
04/06/2019

Happy Birthday Kerry. Enjoy this very special day with your family and friends

Address

Level 3, The Metropolis, 480 St Kilda Road
Melbourne, VIC
3004

Telephone

+61398695555

Website

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