Who we work with

We work with a range of clients from those in the middle of their careers, those planning for retirements, those new to navigating the Australian financial landscape, and business owners of small – medium sized organisations. 

Working Professionals

Supporting individuals with financial planning, literacy and education.

Pre-retirees

Supporting individuals with financial planning, literacy, education and preparing for retirement.

Migrants

Financial planning, literacy and education with an emphasis on understanding the Australian financial landscape.

Small & Medium Sized Business Owners

Business structuring, setting up and utilising SMSFs (Self-Managed Superannuation Funds), tax minimisation and succession planning.

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Akili Wealth Management Pty Ltd as trustee for Akili Wealth Management Trust trading as
Akili Wealth Management ( ABN 52 285 604 228 ) is an Authorised Representative of SYNCHRON (AFS Licence No. 243313).

The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

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