Summer 2024

Welcome to summer and, for many, an active season with last-minute tasks and celebrations with family and friends. We take this opportunity to wish you and your family a joy-filled and safe festive season! While…

Estate planning gives you a final say

Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing with a financial and administrative mess when they’re grieving. Click…

Spring 2024

Welcome to spring, a season that might be motivational for personal, business and financial renewal. Warmer temperatures and the appearance of new growth and flowers can help to inspire a refresh of our investments and…

Going for Gold

Gold fever is in the air and it’s not just the prospect of medals at the upcoming Paris Olympics. Click HERE to read the newsletter.

Winter 2024

With Winter now officially underway, some might be heading north to warm up and others may lean into the cold on the snowfields. Whichever you choose, don’t forget the approaching end of financial year. Click…

2024-25 Federal Budget Analysis

Treasurer Jim Chalmers has high hopes that his 2024 Federal Budget will rein in inflation earlier than expected, ease cost-of-living pressures and build a stronger economy in the future. It’s a Budget for the here…

New Increased Super Contribution Caps

As the end of financial year gets closer, some investors are thinking about the most effective ways to boost their super balance, particularly with an increase in the caps on contributions from 1 July. Click…

Autumn 2024

After a summer of quite extreme weather in many places around Australia, we can hopefully look forward to the cooler, calmer weather that Autumn brings. While economic bright spots can be found in Australia right…

Investing mistakes to avoid

Investing successfully and improving your investment portfolio can be as much about minimising mistakes as trying to pick the ‘next big thing’. It’s all about taking a calm and considered approach and not blindly following…

January Newsletter

In our first newsletter of 2024 we take a look back at the year that was. Click HERE to read the full article.

Summer Newsletter

It is the time of year for giving and, for those with plenty to spare who are interested in a more strategic approach, we take a look at some of the options for ‘structured giving’….

The Challenges of Intergenerational Wealth Transfer

As a member of the The Principals’ Community, our CEO, Joe Akiki, had the privilege of engaging in a panel discussion during Deakin University’s annual awards ceremony. The discussion centred around the topic of ‘The…

Aged care challenges in the home

Aging at home with government-subsidised funding is made possible through the Home Care Packages program. Read the full article HERE.

Akambo Financial Group awarded a prestigious ‘Superior’ 4-star rating

We are excited to announce that we have once again earned a prestigious ‘Superior’ 4-star rating from the independent investment research firm SQM Research. Some of the key elements assessed by SQM Research were corporate…

A positive property outlook for some

Residential property investors have been on a wild ride in recent years as prices slumped during the pandemic then quickly skyrocketed before losing ground again. CLICK HERE to read the full article.

Spring Newsletter

Our September newsletter is out. One of the topics we discuss in this issue is life and personal insurance where we weigh up the pluses and minuses of taking out policies through your super fund….

How iron ore plays a big part in our economy

Iron ore has been the backbone of the Australian economy and many investment portfolios for much of the 21st century. Export of the commodity saw Australia evade recession both in the wake of the Global…

Will these super changes affect you?

As our superannuation balances grow larger, it makes more sense than ever to keep track of the many rules changes that have recently happened or are coming up soon. Click HERE to read this month’s…

Winter Newsletter

Welcome to our June newsletter and, as the winter sets in and the end of the financial year approaches, it’s a good chance to spend some time tidying up and reviewing your finances. We’ve put…

Federal Budget Update

In his second Budget, Treasurer Jim Chalmers announced the first budget surplus in 15 years along with a plan for security, prosperity and growth. Click HERE to read the full analysis.

How do interest rates affect your investments?

The regular increases in official interest rates are causing major concerns for those with mortgages and loans. On the other hand, some investors are cheering the rate rises such as those with significant cash investments…

Autumn Newsletter

With Autumn underway, the changing season is a reminder to take stock and prepare for what’s ahead as the financial year heads towards its final quarter and the May Federal Budget. If taking stock also…

8 retirement mistakes and how to avoid them

If you are planning your retirement, don’t leave it too late to work out the important details. In this month’s snapshot, we look at eight common retirement planning mistakes and steps you can take to…

Introducing Akambo Insurance Solutions

We are excited to share the launch of Akambo’s brand new offering: Akambo Insurance Solutions. Akambo Insurance Solutions provides personal advice, portfolio management and ongoing claim support at a time of need. Our scael and…

2022 Year in Review

Our first newsletter in 2023 has just been released. In this snapshot we look at what moved markets and the economy in 2022 and what to watch out for in the year ahead. If history…

Summer Newsletter

Our Summer newsletter has just been published. Click HERE to read this month’s articles.

November Newsletter

The excitement of heading towards retirement and a new stage of life can be tinged with concern over how to manage finances. For many people, seniors’ concession cards are a good way to help make…

Federal Budget Update

In his first Budget since the May 2022 election, Treasurer Jim Chalmers has opted not to rock the boat. Instead, he has reset the economic forecasts to reflect the changing economic environment and targeted spending…

October Newsletter

A question we hear a lot is whether it would be better to put surplus cash into your mortgage or into super. With interest rates on the rise and an uncertain investment outlook, your strategy…

Akambo Spring Newsletter

Working out how much you need to save for retirement is a question that keeps many pre-retirees awake at night. In our newsletter, we are looking at the results of recent research which indicate you…

Critical advice sector now calls for scalability post-Royal Commission

Our Executive Chairman Anthony Kapetanovic sat down with James Dunn from The Inside Network to discuss how “Critical advice sector now calls for scalability post-Royal Commission”. CLICK HERE to watch the full interview.

A guide to aged care at home

While most of us wish to remain living in our own home for as long as possible as we age, this can be challenging without some help. In our latest snapshot we look at options…

Our team is growing!

Our team is growing! Please join us in welcoming David Pitt to the Akambo Financial Group team as the Head of Licensing. We have also welcomed Maddi Higgins who has joined the team as the Head…

July Newsletter

With winter in full swing, it’s a great time to rug up by the fire, take stock of the year that was and make plans for the future. CLICK HERE to read the full newsletter.

Winter Newsletter

June has arrived and so has winter, as the financial year draws to a close. Now that the federal election is out of the way, it’s time to focus on planning for the future with…

New office location

Following the recent merger announcement, we have moved to our new office location that will accommodate us with the growth of our team. Our new premises are located at: Akambo Financial Group Level 2, 90…

May Newsletter

Trying to time investment markets is difficult if not impossible at the best of times, let alone now. The war in Ukraine, rising inflation and interest rates and an upcoming federal election have all added…

First Financial & Akambo Announcement

It is with great pleasure and excitement that we today announce that Akambo Financial Group and First Financial will be merging its business operations to create an industry leading financial services provider with a singular…

Federal Budget Analysis

As the Morrison Government clears the decks ahead of a May election, Australians will be weighing up the impact on their household budgets. Click HERE to read the Federal Budget Analysis.

Autumn Newsletter

It’s March already which marks the beginning of Autumn. While this is traditionally the season when things cool down, the economic and political scene is gearing up with the Federal Budget later this month and…

Easing into retirement

With the new work year beginning, some Aussies may have decided that this is the year they will retire. Increasingly though, retirement is not a fixed date but a gradual process. We explore the many…

2021 Year in Review

There are no prizes for guessing what dominated the economic landscape in 2021. For the second year running, the pandemic was the focus for policy makers, markets, businesses, and individuals alike. CLICK HERE to read…

December Newsletter

As another year winds down and the weather begins to warm up, you can almost hear the collective sigh of relief as 2021 draws to a close. Although we’ve come a long way since the…

October Newsletter

It’s been a wild and windy start to October, complete with flooding rains and earthquakes. Markets have been much the same, with volatility increasing as we move through the seasonally turbulent September/October period. Losses on…

September Newsletter

As large swathes of the Australian population begin to emerge from another winter of COVID gloom, there is a growing hope that Australia’s oldest football club, the Melbourne Demons, may also be able put an…

August Newsletter

It’s August, and this chilly winter and periodic lockdowns can’t end fast enough for many of us. One bright spot, along with the golden wattle at this time of year, is the golden performance of…

July Newsletter

It’s July, there’s a nip in the air and winter has well and truly set in, as Australia deals with COVID outbreaks across several states. But July also marks the start of the new financial…

June Newsletter

It’s June which means winter has officially arrived. As we rug up and spend more time indoors, it’s a perfect time to get your financial house in order as another financial year draws to a…

May Newsletter

Treasurer Josh Frydenberg’s second pandemic Budget, and possibly his last before the next federal election, is a big spending Budget aimed squarely at a swift economic recovery. As widely tipped, the focus is on jobs,…

April Newsletter

April begun with a welcome Easter break. As the vaccine rollout continues, restrictions ease, and life is a little closer to normal despite occasional setbacks. It’s not often that boring bonds make headlines, but they…

March Newsletter

After an eventful summer, of weather extremes, on-again off-again lockdowns and the swearing in of a new US President, many will be hoping that Autumn ushers in a change of more than the season. As…

February Newsletter

It’s February, the kids are back at school and the nation is getting back to business. It’s still not business as usual, but with the vaccine rollout about to begin there is a growing sense…

It’s always difficult to predict the future, but it’s safe to say nobody foresaw what was in store for Australia and the world in 2020. The global pandemic challenged us as individuals and as a…

December and summer are finally here. It’s been a tough year, but once again Australians have proved extremely resilient. CLICK HERE to read our summer newsletter.

Interest rates are at historic lows and likely to stay low for the foreseeable future, which poses a dilemma for anyone trying to make the most of their savings. Is it better to put your…

Federal Budget 2020-21 Analysis

Treasurer Josh Frydenberg’s second budget, delayed by five months due to the economic disruption caused by the COVID-19 pandemic, is designed to chart a course out of recession and get the economy moving again. CLICK…

Introducing Akambo Lending Solutions

The wait is over! We are excited to announce the launch of Akambo Lending Solutions. Are you a first home buyer, next home buyer, refinancer or an investors? We’re here to help. CLICK HERE to find…

The countdown is on!

The countdown is on! Just over 3 days left until we launch Akambo’s brand new service offering. #comingsoon #proudtobeakambo

Coming soon to Akambo!

Have you heard the news? A brand new service offering is coming to Akambo, countdown starts now.

JobKeeper – Easing eligibility

More businesses and not-for-profits will be eligible for JobKeeper payment extension under a $15.6 billion change to the scheme announced on August 7. CLICK HERE to find out more.

Super changes and flexibility

Just when you thought you had a grip on the superannuation rules, they change again. This time though, the changes are mostly positive, especially for older super members keen to top up their savings. Click…

The housing market: shaken not stirred

With Australia in a COVID-induced recession, residential property is not immune to falling economic activity. Yet housing prices are proving surprisingly resilient. CLICK HERE to read the full article.

Winter Newsletter

Winter is here and we are almost at the end of another financial year. And what a year it’s been! With so many Australians impacted by fires, floods, drought and now COVID-19, let’s hope the…

News Bites May 2020

News Bites will keep you up to date with the latest Government announcements and initiatives that will impact your financial situation throughout the COVID-19 pandemic and recovery. In this edition we will cover the following…

May Newsletter

After an extraordinary month of social and economic hibernation, there are positive signs that some of the restrictions on our everyday lives will soon be loosened somewhat. This is welcome news for households, businesses and…

April Newsletter

How to make peace with the unknown as the uncertainty around the coronavirus crisis and its far-reaching impact is creating fear for many around the globe? CLICK HERE to read this month’s Akambo newsletter.

News Bites April 2020

As the impact of the coronavirus on our daily lives and livelihoods rapidly evolves, below are the latest measures released by the Government to reduce both the impact to the nations health, economy, household and…

Coronavirus safety net expanded

As the impact of the coronavirus on our daily lives and livelihoods rapidly evolves, the Government is increasing income support for individuals. Click HERE to read the full article.

Important Update: COVID-19

As the Coronavirus (COVID-19) situation continues to evolve, our priority remains to continue providing the best client service whilst protecting the health and safety of our people and their families. Please read our Managing Director’s…

The hunt for dividend income in 2020

With interest rates at historic lows and likely to stay that way for some time, retirees and other investors who depend on income from their investments are on the lookout for a decent yield. Read…

2019 Year in Review: A year of highs and lows

Looking back at 2019: a year of extremes, with shares hitting record highs and interest rates at historic lows. Yet all in all, 2019 delivered far better returns than Australian investors dared hope for at…

Summer Newsletter

Superannuation comes in for a lot of criticism, yet a recent report ranked Australia’s retirement income system number three in the world. Read the full Summer Newsletter HERE. 

Steering through choppy seas

With economic growth slowing in Australia and around the globe, investors are uncertain about where to put their savings. In this snapshot, we look at the implications of current market trends for investors and the…

Spring Newsletter

How changing the story you’re telling yourself about the life you deserve can help you achieve your dreams. Click HERE to read more.

Is the tide turning on the property market?

For the first time in years, the planets seem to be aligning for homebuyers and property investors. Interest rates are falling, property prices largely appear to be stabilising and constraints on bank mortgage lending have…

Women in Finance Awards 2019

Congratulations to our very own Sarah Ward  for being shortlisted for the Women in Finance Awards 2019. Sarah has been named a finalist in the Office Administrator of the Year category. Sarah has been recognised for…

Akambo Winter Newsletter

Welcome to our special election edition. We’ve fast-tracked our Winter newsletter to discuss the return of the Morrison Liberal/National Party Coalition government. CLICK HERE to find out more.

How much super is enough?

May is here, and as the weather begins to cool the political climate is heating up. As the federal election draws near, the spotlight is on the nation’s hip pocket and future prosperity. That makes…

Our Akambo App is LIVE and ready for download!

We have created this free new App to give you access to important information, resources and insights. Some of the key features of the Akambo App are: Access to newsletters and insights to keep you…

Akambo Summer Newsletter

December is upon us and debates about superannuation and whether it will be enough to retire on are constantly in the news. So we decided to ask what your dream retirement looks like and what…

Benefits of a SUPER long engagement

Superannuation is a long-term financial relationship. Throughout your super journey you will experience the ups and downs of bull and bear markets so it’s important to keep your eye on the long term. Click on…

Steady, measured growth – our key to success!

Akambo has implemented a deliberate and measured approach to better position our business and to further grow the wealth of our clients. Read more about our success story HERE.  

Akambo Spring Newsletter

Plugging in to technology stocks, young invincibles – the importance of insurance and lessons from the ‘rich list’. Find out more by clicking on: https://lnkd.in/gfAAiHg

Akambo named a WINNER at the 2018 IFA Excellence Awards!

Congratulations to our very own Joe Akiki for winning the 2018 IFA Excellence ‘Practice Principal of the Year’ Award. A very well deserved recognition of Joe’s hard work, passion and dedication. Well done!

Have oil prices peaked?

Australian motorists are not the only ones hoping that global oil prices have peaked after reaching four-year highs in 2018. Click on the link to read more: https://lnkd.in/gAZZJe8

Making the most of a falling Aussie dollar

One of the major themes for local investors in 2018 is the fall in the Australian dollar… Click on the link to find out more: https://lnkd.in/faPTM-q

Celebrating our 11th year in business!

Since opening our door, Akambo has developed into a thriving and highly successful integrated financial services business, comprising of a team of exceptionally experienced professionals with broad industry expertise. We take enormous pride in our ability to deliver…

Ready…Set…Are you good to go for the new financial year?

Another financial year is drawing to a close, making this a perfect time to look back at all you’ve achieved over the past 12 months and set goals for the year ahead. Click on the link…

Federal Budget 2018 -19 Analysis

Federal Budget 2018 – 19 Analysis After years of debt and deficit, Australians can look forward to plenty of pre-election spending sweeteners in Treasurer Scott Morrison’s third Budget. There are tax cuts for low and…

Akambo new look and feel!

Akambo new look and feel! The updated identity had to satisfy all of the existing expectations of what our original mark stands for, while simultaneously moving the brand forward to acknowledge the maturity, development, growth…