Financial Success starts with you
Understanding the Financial Industry can be challenging. We translate the technical stuff. Because your future should be easy.
Let us help you.
The team at Alexis & Co specialise in guiding clients through everything Financial. Whether you are looking to protect your most important asset (you!), purchasing a home or planning for the future we are able to support and guide you through the journey.
“James did a fantastic job simplifying all of my insurance options. He put together a comprehensive plan for my family that was simple and easy to follow from start to finish.”
Roman, Mortgage Adviser
Our Goal
Alexis & Co was created out of a desire for James to have more freedom in his life to spend time with his daughter, Alexis. When working out how to achieve this goal, James focused on where his strengths lay. This led to a desire for James to share his knowledge and expertise with a view to helping others achieve their goals.
The Team at Alexis & Co is committed to helping clients achieving their financial goals. That goal can be life changing like buying your first home or as simple as providing health insurance for your children. Whatever your Goal is, the Alexis & Co team is here to help you achieve it.
Alexis & Co is represented by our gorgeous mascot, Alexis. & Co represents the rest of the team plus all of our clients and the things that matter most to them.
Contact us
For one of the team to contact you to start your financial journey please register below