Structured to achieve results

Our depth of industry knowledge and combined average of more than 20 years’ experience in the financial services guarantees that you will always be dealing with an expert in their field.

Our business is structured into specialist divisions who are tasked to provide exemplary service to every type of customer. Each division is marked by “deep dive” connectivity into the market, including CMA, XPlan, Morningstar, BGL/Class and IRESS. We also maintain a watching brief on your behalf on matters such as local and international news, opinion and the latest education opportunities.

You will be dealing with people who live in the real world, taking every possible factor into account when making a recommendation to you, whether you are dealing with us as an individual investor or as an advisor with your own clients who are absolutely relying on you to get it right.

#financial solutions

Private Wealth by Akambo offers a suite of financial solutions that provide individuals tailored advice. We focus on obtaining the best outcome for your investments and retirement assets. Our team strive to deliver effective investment solutions that support your specific needs, personal circumstances and life aspirations.

Private Wealth by Akambo also supports professional Financial Advice practices with a range of service and product offerings to manage the financial well-being of their clients. Akambo allows practices and their clients to work one-on-one with their own trusted advisor to develop bespoke strategies for wealth management, retirement planning, and investments.

We deliver this by committing to:

  • Leveraging broad expertise, the Akambo team provides guidance and advice that ensures clients can be confident about their financial future.
  • Clients have a dedicated Private Wealth manager supported by a team of specialists to ensure your financial plan is always on track.
  • We enable practices to choose to be fully integrated with Akambo or work as a valued referral partner through Joint Venture Agreements.
  • We provide tailored, bespoke licensing and advice solutions for Financial Advisors that allows them to provide comprehensive financial advice to their clients including paraplanning support and compliance.
  • Branding/Marketing options to suit your business needs.

Accountants Private Advice (APA) has been established for Accountants wishing to provide their clients a market leading, unique, highly competitive and comprehensive financial advice solution. Our offering has been designed with an understanding of the needs and objectives of Accounting firms from many years of experience. We are a true business partner to Accountants seeking to protect and grow their business whilst being responsive to client’s needs by delivering a cost effective, holistic solution in a timely manner.

We ensure our partnership provides:

  • Continual advice education and support through structured personal development days, webinars and compliance coaching.
  • Increased profitability and value for your practice through the addition of wealth management and financial advice to your service offering.
  • Greater client engagement and satisfaction through the integrated approach to their financial well-being and management.
  • Enhanced staff career growth.
  • Integrated advisory model (accounting and advice).
#investment management

The investment philosophy of Akambo begins from the perspective that clients are seeking (and deserve) a transparent and flexible solution. We embrace a holistic view of a client’s circumstances and seek to meet their goals and objectives through best of breed solutions and products, with a personalised and interactive service. We believe that active management helps deliver a flexible, proactive, value-added overlay to our portfolios. This is carried out not only at an individual stock level, but through dynamic asset allocation within and across portfolios.

Some of our key points of difference include:

  • Being self-licensed, we have significant freedom to draw on research, opinions, and data from a broad array of domestic and global providers.
  • We aim to deliver absolute results within the tolerances of a client’s risk profile.
  • We provide our clients access to investments globally with direct ownership of all assets overlaid by a multi-style approach driven by value, growth, momentum, income generation and opportunity.

Platinum by Akambo is our boutique service designed for high net worth individuals, wholesale investors and Not-for-Profit organisations. Platinum was created to address the distinct requirements of our wealthier investors. We recognise the need for highly individualised solutions, and the role that alternate products and strategies have as part of this requirement to address complex and personal needs. To this end, we build solutions that provide the objectivity, flexibility and immediacy high net worth individuals and institutions demand.

As part of our Platinum offering we give our clients access to:

  • Tailored portfolio management and ongoing financial advice.
  • Bespoke investment solutions to cater to your preferences.
  • Exclusive quarterly investment briefings.
  • Access to restricted investment offerings both domestically and internationally.
  • A dedicated Akambo investment manager with full transparency and online access to your investment holdings.
  • Full multicurrency and global investment capabilities.
#lending solutions

Akambo Lending Solutions partners with clients to help them achieve their finance and property investment goals. Whether you are a just starting out with your first home, or you are a seasoned investor, we are committed to providing you with the right solution and advice to meet your needs.

We will work with you during your purchasing or re-financing process, ensuring you obtain the lending solution that best suits your circumstances and needs. We will guide you through the lending process, providing you with advice, information and support every step of the way.

Our services include: residential home & investment loans, commercial property loans, SMSF loans, bridging finance loans, motor vehicle, asset and equipment finance, business finance and personal loans.

  • We work for you and not for any particular bank or lender.
  • We get to know you personally to understand your unique requirements.
  • We work with our lender networks to ensure we provide the right advice and solution.
  • We take care of the paperwork and approval, managing the entire process on your behalf.
  • Contact us on [email protected]

Akambo Legal Solutions (ALS) recognises the importance of getting the right legal advice to underpin your broader financial and investment strategies. We take the worry out of identifying the best legal team to suit your requirements. Through our collaboration with a leading boutique commercial law firm, we ensure your legal needs are covered.

Through ALS you will be connected with a team of experienced lawyers skilled in advising on the following:

  • Estate Planning and risk management designed to help clients structure their affairs to achieve an optimal outcome for their loved ones.
  • Wills – preparation and ongoing management.
  • Estate administration.
  • Probate.
  • Powers of Attorney.
  • Self-managed superannuation.
  • Testamentary Trusts.
  • Buy/Sell arrangements including insurance.
  • Conveyancing Services related to property transactions both residential and commercial providing guidance through the several stages of property transactions.
  • Tax Law and SMSF Compliance including establishment, SMSF mergers, Property investment and LRBA.
  • Other areas of advice include Employment and Workplace Relations, Commercial Litigation, Intellectual Property, Leasing both commercial and retail and Mergers and Acquisitions.

Akambo Insurance Solutions provides personal insurance advice, portfolio management and ongoing claims support at a time of need.

The type of insurance we offer include:

  • Life Insurance
  • Income Protection Insurance
  • Trauma (Critical Illness) Insurance
  • TPD Insurance
  • Key Personal and Buy/Sell Insurance