Get a better Private Banking relationship
For our emerging wealth and high-net-worth individual (HNWI) customers, a more personalised approach to mortgage lending is required including a dedicated manager to help manage your finance and lending structures. Axton Finance will treat your scenario with a holistic view and workshop across a number of short listed lenders. At Axton we build relationships - not transactions.
We regularly hear from our clients that their private banking relationship can be a revolving door of bankers that are great for a period of time before they move onto other departments or banks. At Axton we foster relationships with our high net worth clients to match them with the appropriate private banking lender to ensure an appropriate alignment with your needs.
Best of all you never out grow your relationship with Axton - if your situation changes or you need creative solutions across multiple lenders we have the experience and access to a wide range of lenders that first suit your needs - not theirs.
Private banking beyond a bank
Leverage the private banking relationship that we establish for you with a range of complementing solutions. The team at Axton Finance have cultivated industry leading relationships with a host of trusted professionals to assist you with a range of private and personalised services including:
Insurance: We have an established in-house relationships with leading wealth advice provider. You have worked hard to build your asset base which deserves tailored attention to protect it for today and for the future. Our trusted relationships help you manage all elements required for your financial service as well as your personal circumstances like life insurance, total and permanent disability (TPD) insurance, income protection, trauma insurance, business expense insurance and key-man risk.
Wealth management: Our in house wealth advice group can work with you to develop a full array of wealth advice solutions. These include strategies around superannuation, direct investments, retirement and transition to retirement strategies. While we attend to your debt structure our planning contacts nurture your asset position to help ensure you are financially well organised to help you achieve and maintain your desired lifestyle.
Tax services: Buying, selling and developing property inevitably creates tax events requiring efficient structuring. We have extensive experience in working closely with your accountant in facilitating your plans with the right debt arrangements. If required our long standing presence in the market allows us to introduce you to established expertise where required with licensed professionals.
Estate planning: Estate matters become more complex as your assets and family grow. We consistently encourage our clients to seek our trusted parters professional qualified advice to ensure that your estate is distributed as per your intended aspirations. They will work with you to identify and develop an appropriate strategy which helps ensure your assets are managed as per your wishes.