With a legacy spanning back to 2007, we’ve been at the forefront of revolutionizing wealth management. Our cohesive team of financial experts operates under one roof, driven by a shared vision of excellence.
Our ethos revolves around delivering unparalleled support, offering insightful advice, and leveraging state-of-the-art technology to actualise the financial goals of our advisers and clients. Whether it’s partnering with Akambo through our Private Wealth offering, Licensing for accountancies and wealth firms, or our Funds Management capability, we’re dedicated to empowering clients and advisers in navigating all aspects of the financial life cycle.
Recognized as an award-winning company, the accolades we’ve earned are a testament to the skill, passion, and dedication of the Akambo team. They serve as a reassurance of our unwavering commitment to upholding the highest standards of professionalism within the industry.
We’re very proud to announce that we have been awarded a ‘Superior’ 4-star rating by leading investment research house SQM. This star rating defines Akambo as ‘high investment grade’.
Private Wealth
Private Wealth by Akambo allows clients to partner with an expert financial adviser who can offer completely tailored financial advice and solutions aligned to your unique goals and objectives. Our advisers are experts in areas such as retirement planning, wealth management, risk management, Investment strategies, and superannuation.
Our clients include individuals, couples, Superfunds (including SMSFs), Corporates, Not-For-Profits, and High Net Wealth individuals and families.
So, if you are looking to solidify your financial success, why settle for ordinary when you can have extraordinary? Contact us today.
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Funds Management
Akambo provides an investment management capability underpinned by the philosophy that clients deserve and are seeking a transparent and flexible solution. The transparency is achieved through a focus on direct investments wherever possible. Akambo provides its advisers and clients access to a suite of domestic and global multi-asset investment solutions, overlaid with a multi-style approach driven by our objective of delivering superior risk adjusted returns for our clients.
Akambo believes that its active management approach helps deliver a flexible, proactive, and value-added overlay to their investment portfolios.
Akambo’s expansive menu of managed accounts is made available to advisers and their clients through a range of partnership options. These include, Joint Venture Partnerships, Licensing arrangements, and customised Investment Mandates.
If you want to explore how you can get access to market leading managed account solutions with a proven track record and independent rating, contact us today.
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Licensing
Akambo partners with accounting firms and Financial Planning firms to establish them as Authorised Representatives capable of providing their clients with financial advice on retirement planning, wealth management, risk management, Investment strategies, and superannuation.
Akambo provides a unique framework which enables our partner firms to become one-stop-shops for their clients, enhancing their capabilities and service offerings. This is facilitated by Akambo’s “plug and play” capability, allowing its partner firms the unique ability to leverage all Akambo’ s back-end infrastructure including client services, paraplanning, compliance and asset management, meaning advisers can focus on just being great advisers and growing their practice.
If you are looking for a genuine scale play and backing of a well-established partner, contact us today.
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Joint Venture Partnerships
A Joint Venture Partnership with Akambo allows practices to refer clients to one of Akambo’ s highly qualified and experienced financial advisers to support them in delivering a range of services and product offerings to manage the wellbeing of their clients.
Our Joint Venture partners where we have seen the most success include accounting firms, law firms, and mortgage brokers.
As well as providing a no cost revenue line for our referring firms, we have a proven ability to grow the enterprise value of our partners through adopting a multi-disciplinary focus and applying our expertise in wealth management.
If you want to provide your clients with a market leading wealth management solution at no cost to your business, contact us today.