Akambo is the licensing specialist for financial advisers, advice firms, and accounting practices seeking AFSL authorisation. We offer solutions for changing AFSLs, new business offerings, or for firms and financial advisers seeking better oversight on their compliance and governance while maintaining their autonomy.
Akambo Direct is Akambo’s online investing platform for people who want professionally managed Model Portfolios without using a financial adviser – simple digital onboarding, ongoing active management and rebalancing, 24/7 portal/app access, and straightforward reporting and fees.
Akambo’s lending division is more than a mortgage broker. Our team is a collective of experienced professionals who are strategic partners for our clients. We offer qualified advice and present lending solutions from property purchases, including first home buyers or growing property portfolios, to intelligent business finance alternatives that simplify financing with growth-focused outcomes.
Akambo Legal Solutions (ALS) complements our finance and insurance divisions. Sound legal advice provides more than a safeguard; our legal service offers clients a unique and strategic advantage. Our clients turn to us for estate planning, mapping business growth, and managing intricate investments.
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, business, and family. Helping build wealth and protect it is part of our holistic wealth management and financial planning approach.
Here you will find additional resources for investments, Akambo Private Advice, and Akambo Private Wealth including FSGs, investments flyers, and more.
If you need to make payments to Akambo, have been provided an invoice and asked to make payment online, please use this page.
Focus on growth, not investment administration. Our managed account solutions give you time to nurture your clients and grow your business.
Active asset allocation, high-quality investments and disciplined risk management across diversified portfolios.
Portfolios tailored to your firm, backed by proactive communication.
Clients retain direct ownership of investments. Complete transparency and dependable communication.
A disciplined process and an investment team managing portfolios since 2007.
