Services

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.

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

Private Wealth by Akambo also supports professional 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).

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.
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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.