Axial Wealth Management

Axial was founded by Max Campbell drawing on his 40 years’ experience in the financial services industry to fulfil his vision of creating a unique firm that matches the best quality advice with the needs of clients. That vision has been realised with Axial Wealth Management. Today, Rob, Nick and the team continue to carry on this legacy of maintaining the high standards that Axial Wealth Management stands for. Put simply, it’s all about the client. It is true that not all financial advice firms are created equal and the definition of what constitutes high level personal advice can vary across firms meaning some individuals may not get the best service and outcomes can vary. At Axial we have built our business and reputation on top level service and an almost obsessive eagerness to please. Axial Director Nick Reid explains “The formula for an elite private wealth firm is simple. You need an advice team that combines intelligence with a moral compass that dictates an above and beyond approach for clients. Add to that a solid support network of leading specialists that feed into the process and you have the perfect formula. Sadly few individuals have advisers that possess these attributes but fortunately for Axial clients, that’s exactly what they get from their advice team. I think it’s fair to say, we’re one of the best kept secrets in town and that’s the way we like it. A select group of likeminded clients with a winning attitude to work with a winning advice team. It has a nice ring to it!” The Axial Team manages around $140 million of assets for Private Clients. Axial is licenced through the Magnitude Group Pty Ltd, part of the BT and Westpac Group and is one of the largest and most respected dealer groups in the industry. Under this licence agreement Axial holds Professional Indemnity Insurance. In addition to being part of the Magnitude Group, Axial Wealth Management Advisers engage with various specialists to get the best minds working together to deliver best outcomes for clients. All advisers at Axial adhere to a carefully designed process of compliant strategic and investment advice. Investment recommendations made by Axial Advisers must first meet the criteria of Axial’s Investment Committee and the Investment Research Team and Magnitude via an Approved Product List.

Address: Level 2/100 Collins Street, Melbourne VIC 3000 Australia

Phone: +61 3 9 661 0445
FAX: +61 3 9 639 0311