By coming to us for your financial planning you can be confident that you have chosen a professional service with the right experience and qualifications to meet the level of service you require.

These services include:

  • SMSFs
  • Gearing
  • Investment Strategies
  • Life Insurance
  • Retirement Planning
  • Wealth Creation
  • Superannuation
  • Debt Management
  • Estate Planning

How we help

Our in-house financial planner is Ilias Stoikos.  He can provide financial solutions for everyone including those getting started, families, empty nesters, retirees and small to medium enterprises.

You will receive:

  • a personalised financial plan that covers areas such as cash flow planning, investing, insurance, estate planning and retirement planning to allow you to achieve your financial goals and desired lifestyle.
  • access to a global team of investment professionals who manage assets such as Australian and international Share Portfolios at a low cost.

All financial planning strategies are tailored to your individual and specific requirements and you will leave with a clear understanding of your short medium and long term financial goals and objectives.

 

Contact us now for a free financial health check

 

Ilias StoikosAbout Ilias Stoikos

Ilias has more than 20 years’ experience and is an authorised financial planner with Infocus Money Management, one of the largest independent financial planning companies in Australia.

He has well rounded knowledge in many different sectors and can advise you on:

  • Planning for retirement
  • Planning for your children’s education
  • Building personal assets in a tax effective manner
  • Creating financial structures to maximise efficiencies
  • Protecting assets as well as your family
  • Estate planning
  • Succession planning
  • Wealth management and wealth management advice

Having encountered many health issues over the years, he has firsthand experience of the importance of protection and lifestyle values.  He will reflect on this experience as part of his overall approach to better understand the values for both you, and your family alike, to provide a financial plan that will alleviate the stress when you need it most.

His aim is to ensure he builds a satisfying and personal relationship with each of his clients by delivering a service with the utmost expertise.  He will tailor financial plans and models to suit your individual needs and aspirations whilst alleviating all complexity associated with the financial planning labyrinth.

Throughout his career, he has worked with AMP, Colonial, Prudential, MI Group, Paul Morgan Securities, Saxby Bridge Financial Planning, Elm Financial Services, Blue Print Property and Finance and Wisdom Home Loans and, as a result, is well respected and trusted in his field.

Ilias can be reached on (02) 9569 1155 or by emailing admin@axisaccounting.com.au

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