We now have a comprehensive licence as corporate authorised representatives of Akambo Pty Ltd trading as Accountants Private Advice. Through our company SLF Strategic Advice Pty Ltd we have access to one of Australia’s leading investment advice groups offering access to superannuation and investment advice.
Keeping an eye on your financial future
We also have access to all reporting information we need to prepare your income tax return.
Your investments are made based on your personal circumstances and your tolerance to risk. We take a full financial snapshot to ensure your chosen investments are right for you. We regularly revisit your circumstances and are happy to meet at any time if your circumstances change unexpectedly.
Once you have an investment account established you can access it online 24/7 on any device from anywhere in the world.
What sort of people are we helping with investments?
We have already helped:
Clients with self-managed superannuation funds with cash under performing in bank accounts and term deposits;
Those who want exposure to international shares and diversity (such as Apple, Microsoft, Alibaba, Citigroup, Honeywell and many more well-known quality companies). The Australian sharemarket is only 2% of the global investment market!
Clients who have recently inherited money from a deceased estate;
Those seeking to build personal wealth (either via a self-managed superannuation fund or in their own right) and set themselves up for retirement;
Ourselves! Lynda, Mark and Amy have all invested through Akambo Financial Group. If you just want to take a look at how any portfolio is performing – just ask, happy to share.
What else is on offer?
SLF Strategic Advice Pty Ltd is licensed to provide superannuation advice in all areas including:
Set up of self managed superannuation funds;
Access to a new retail superannuation fund;
Contributions advice and planning;
Pensions – commencements, commutations and tax implications;
Assistance with understanding the $1.6 million cap;
Pretty much anything else related to superannuation!
With superannuation contribution caps reducing over the last few years it makes it very difficult to get a balance into superannuation that will provide a comfortable lifestyle in your retirement if you don’t start focusing on it in your early 30s.
Whether you would like to use a self-managed superannuation fund or contribute to another fund and look at investing in your personal name, the sooner you start, the better!
Akambo Pty Ltd trading as Accountants Private Advice AFSL 322056 general advice warning: This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information.
Investment performance – past performance is not a reliable guide to future returns as future returns may differ from and be more or less volatile than past returns.