Frequently Asked
Questions

We are an Australian financial services partner that has been powering financial advisers, advice firms, and accounting practices for nearly two decades. We provide managed investment portfolios (SMAs), licensing support, insurance, legal, and lending services to help these businesses grow and better serve their clients.

Absolutely. Our approach is to support and enhance your existing business, not change it, so you keep your firm identity while benefiting from our resources.

We empower financial advisers and advice firms with high-quality investment solutions and a proven licensing framework. By handling the heavy lifting behind the scenes, we enable you to focus on client relationships and deliver exceptional value while maintaining your firm identity.

We offer accounting firms a turnkey way to add wealth management services without the usual growing pains. Our comprehensive support covers everything from ready-made investment portfolios to compliance and back-office services, allowing your practice to expand into financial advice confidently and efficiently.

A Separately Managed Account (SMA) is a professionally managed investment portfolio in which each client owns the underlying assets directly. We provide performance-focused SMA portfolios tailored to different risk profiles so you can offer clients high-quality investments without having to manage each portfolio yourself.

Our SMA solutions let you offer clients high-quality, diversified portfolios managed by experts, which can enhance client outcomes and satisfaction. At the same time, your business saves time and resources because we handle all the research, portfolio management, and administration.

Our portfolios are managed by an award-winning in-house investment team with over 260 years of combined experience. They use a data-driven, multi-strategy approach backed by global research to adjust asset allocations, capture opportunities, and carefully manage risk.

Yes, when you partner with us for SMA portfolios, you also get comprehensive back-office support, such as client onboarding, portfolio reporting, and ongoing communications. This means you can offer managed accounts without adding to your administrative workload.

Our licensing support covers governance and regulatory oversight and prepares all necessary compliance frameworks and documentation. We also provide dealer services, back-office infrastructure, and mentoring to ensure your firm remains compliant and maximises growth opportunities.

We assist with ongoing compliance monitoring, reporting tools, and operational support such as paraplanning and client services. This ongoing partnership helps your practice stay compliant and efficient as it grows.

Yes, our insurance specialists can design and implement insurance strategies as part of your clients’ financial plans. We assess each client’s situation to recommend appropriate coverage, such as life, income protection, trauma, or key person insurance, and will even support your clients through the claims process if needed.

Yes, through Akambo Legal Solutions, we give you and your clients access to specialised legal experts for estate planning, tax law, commercial agreements, and more. This means you can offer professional legal guidance as part of your service without needing an in-house legal team.

Yes, our lending division can assist your clients with financing needs ranging from home and investment property loans to business and asset finance. We work separately to banks, leveraging our network of lenders to find competitive options and guide your clients through the loan process from application to settlement.

Having these services under one roof lets your firm provide a holistic wealth management experience. You can address your clients’ investment, insurance, legal, and lending needs all through one trusted partnership, which boosts client satisfaction and loyalty while we handle the specialised work.

Our core values are transparency, integrity, and a commitment to long-term partnerships. We prioritise clear communication and responsible, research-driven decision-making to ensure everything we do aligns with our clients’ best interests and builds trust.

Contact our team for an initial consultation to discuss your business needs and goals. We will then outline a tailored plan based on your requirements, such as implementing SMA portfolios or assisting with AFSL licensing, and guide you through onboarding to ensure a smooth integration of our solutions into your practice.