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Wealth Axis is a boutique, independently owned business providing Australia-wide para-planning and back office support to the financial planning and accounting industry.
At Wealth Axis we understand that businesses thrive when they are building client relationships and providing advice. So what we have created is a simple to use systematic process to provide personalised, reliable and cost-effective service that frees you to build your business.
Our Services
Financial Services Advisory
Our goal is to provide you with the insight, analysis and recommendation to facilitate a decision as to how to better leverage your CRM and enhance your current systems and process to enhance client engagement.
Xplan Advisory
Our Hosted Solution is a centralised XPLAN site that provides a suite of pre-configured settings, wizards and templates to help your business meet your core advice and client service requirements.
Dealer Advisory
Wealth Axis is able to consult to practices in a group participatory environment or at a dealer group level. Whether this be coaching around client engagement & retention strategies, compliance, XPLAN specific or operational management issues – Wealth Axis can assist.
Learning (elearning)
Investing in training is one of the best things that you can do for your business. The Wealth Axis portal contains over 1000 training documents encompassing XPlan, paraplanning, financial planning adminstration and all facets of practice management. Built in conjunction with industry best practices in mind, our portal is available to Wealth Axis clients