Axis Investment Centre is a local, privately owned company that provides personal risk protection, financial planning and investment advice. We have no direct affiliation with product providers. This means that we can provide the most appropriate advice, and include every possible option without being confined to a single product or institution. We have had an office presence in Queensland (Townsv
ille & Brisbane) for over 32 years. The Brisbane based Risk Advisors are Mark Spicer (B Comm CPA SA FIN JP(Qual)) and Matthew Lashbrook (Dip FP). Mark and Matt’s specialist skill set and expertise lie in the following areas:
Corporate Services
• Key Person risk insurance – capital and revenue
• Buy / Sell (Partnership) funding arrangements
• Group Employee income protection plans
• Business Income Protection
Personal Services
• Income Protection / Sickness & Accident cover
• Life and Total & Permanent Disability cover
• Trauma (Critical Illness)
• Structure / Strategy – tax effective ownership
AXIS’s promise is that the advice you receive will be well researched and tailored to your financial situation and needs. There are no “standard” solutions in financial planning and personal risk protection. Each plan needs to meet your own personal requirements. We measure our success by the longevity of our relationships with our clients and our clients measure our relationship against the value of our advice and the successful implementation and outcomes of that advice. AXIS’s Mission:
"Our mission is to help our clients achieve their financial objectives and reach their most important life goals by providing appropriate, sound, straightforward and unbiased financial planning and advice."
