Financial Planning

Strategic Planning for Long-Term Financial Security

Build and protect your wealth with expert financial planning, superannuation advice and investment strategies tailored to your goals.

AFSL 322056
Akambo Private Wealth

What We Do

Financial Planning Services

Comprehensive financial guidance for individuals and families at every stage of life.

Wealth Management

Comprehensive wealth management strategies tailored to your personal and professional financial goals.

Superannuation Strategy

Optimise your superannuation for retirement readiness, including contribution strategies and fund selection.

Investment Planning

Evidence-based investment strategies aligned to your risk profile, time horizon and long-term objectives.

Retirement Planning

Transition-to-retirement strategies, income stream planning and lifestyle funding projections.

Risk & Insurance

Personal insurance review including life, TPD, income protection and trauma cover to protect what matters.

Estate Planning

Coordinate with legal professionals to ensure your estate plan aligns with your broader financial strategy.

Why Rubin Partners

Advice You Can Build On

  • Licensed through Akambo Private Wealth (AFSL 322056)
  • Holistic advice considering your complete financial picture
  • Integrated with accounting and lending services
  • Long-term relationships, not transactional advice
  • Regular reviews and strategy adjustments
  • Transparent fee structures

The Integrated Advantage

Your financial plan doesn't exist in isolation. At Rubin Partners, your financial planner works alongside your accountant and lending specialist to ensure every recommendation considers tax implications, lending capacity and business strategy.

This integrated approach delivers better outcomes than working with three separate firms — and saves you the effort of coordinating between them.

Start Planning Your Financial Future

Book a consultation to discuss your financial goals and how we can help you achieve them.

Book a Consultation

Financial planning services are provided through Akambo Private Wealth Pty Ltd, Australian Financial Services Licence No. 322056. Liability limited by a scheme approved under Professional Standards Legislation.