Insurance is a fundamental element of any wealth strategy
At Akambo, our insurance specialists work with you to identify risk and customise an insurance portfolio that protects your wealth. Helping you build and protect wealth is part of our holistic wealth management and financial planning approach.
We structure tax-effective policies that form part of your broader wealth strategy. It is about foresight and projecting rather than being reactive and shortsighted.
Insurance is more than a transactional relationship
It is easy to view insurance as a simple transactional relationship; however, insurance requires a tailored approach in contemporary financial planning. Our planning method examines lifestyle, family responsibilities, income needs, and business positions. We expose the gaps and risks and carefully select the appropriate combination of insurance cover types and benefit levels that adequately secure your circumstances.
- Life insurance : Protecting your family’s financial future.
- Income protection : Supplement a portion of your income if an illness or injury compromises your earnings.
- Trauma insurance : Pays a lump sum for a significant illness such as cancer, heart attack, or stroke.
- Total or permanent disability insurance : Financial protection if you suffer an injury or illness that leaves you permanently unable to work.
- Key person and buy & sell insurance : Protects businesses from the financial impact of losing a key employee or partner.
Trusted expert insurance advice and products
Building wealth and a business takes hard work, commitment, and sacrifice. Never leave it exposed. Our team will tailor an insurance portfolio to protect you, your family, and your assets.
Akambo’s strength is in its service and contemporary approach to wealth management. In addition to our SMA and licensing solutions, we operate lending, legal, and insurance divisions, ensuring our clients build and protect their wealth. We don’t sell insurance policies; we provide insurance solutions supported by expert advice, ongoing portfolio management, and claim advocacy, all built into an overarching financial strategy.
For your insurance needs, contact our team today.
Additional Documents
“It is easy to view insurance as a simple transactional relationship; however, insurance requires a tailored approach in contemporary financial planning”.
Why
Akambo?
More Clients,
Less Complexity
Focus on growth, not investment administration. Our managed account solutions give you time to nurture your clients and grow your business.
Robust, Disciplined
Investment Process
Active asset allocation, high-quality investments and disciplined risk management across diversified portfolios.
Customisation and
Responsiveness
Portfolios tailored to your firm, backed by proactive communication.
Full Visibility &
Direct Ownership
Clients retain direct ownership of investments. Complete transparency and dependable communication.
Proven
Track Record
A disciplined process and an investment team managing portfolios since 2007.