AXIS

Retirement Planning and Wealth Management

Finding a suitable retirement or pension plan is part of the wealth management process and can often be a stressful ordeal. In the offshore banking arena there are a number of flexible retirement funds that will cater for your needs.

Investment and Wealth Management

Wealth management in terms of your investment portfolio is an ongoing challenge when living abroad. The highs and lows of stock market movements offer many opportunities to investors; they also reinforce the need to be on guard at all times. The role of the financial consultant is to help clients steer a steady course in an ever-changing environment.

Financial Planning - Assurance Vie

The Assurance Vie is the most common financial planning vehicle used by expatriates living in France. Assurance Vie products are recommended by financial planners for their tax benefits, particularly in the area of inheritance tax and succession law.

Health Insurance - BUPA International

Access to health insurance is vital when living and working abroad. You need to feel secure in your mind that the correct medical assistance will be available to you as and when you may need it. Axis Consultants in conjunction with BUPA International offer a solution to the health insurance problem.

French Property & Mortgages

Securing a French mortgage can be a difficult task when buying property in France. As the country of first choice for property investment, France continues to enjoy sustainable growth levels in the value of its real estate. Axis Financial Consultants are here to assist as mortgage brokers.