Client Presentations

Presenting a Statement of Advice can be a challenge at times with a client especially if presenting a bound document with pages and pages of written advice, providing a visual presentation targeting the most crucial pieces of information and advice can deliver the key recommendations and information in a more friendly and engaging manner.  Aside the educational, technical and advice aspects we can incorporate some social and lifestyle elements specific to your clients, after all we want them to feel engaged and excited about the journey they are embarking on with you.

Wealth Axis will discuss with you the finer details of your target market, get to know and understand what message it is you want to convey for the presentation and utilising a variety of programs such as Powerpoint, Visio and various audio programs we will create the theme and feel to meet your requirements.

About Us

Why Outsource

Wealth Axis is a service driven back office administration solution designed to assist the financial planning and accounting industry.

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Why Outsource

Our Services

Wealth Axis has built a systematic and repeatable process making your business scalable and technologically astute, allowing you to compete with the big banks.

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Our Process

Our Process

Wealth Axis provides you with a simple easy to use systematic process. Driven by increased productivity and workflow management.

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Sample Pages

Sample Pages

Wealth Axis provides more than just compliance documents. Our documents are powerful marketing and sales tools with appealing design, structure and wording.

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Get A Quote

Get A Quote

Wealth Axis allows you to gain control over your expenditure, with a cost efficient alternative to traditional in house services. Obtain an instant online fee estimate now.

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Blog

Blog

Wealth Axis offers you solutions to remain technologically ahead of the game. Helping you reduce your sales cycles and improve your business.

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