"Enhancing your financial wellbeing is our priority"

Suite 618, Level 6
530 Little Collins Street Melbourne VIC 3000

0401 412 016

Sunday Closed

Alfred Akamo has been involved in the Finance Industry for more than 13 years both within and outside of Australia. He spent the last 7 years as a financial adviser providing holistic advice for his clients. Alfred holds a Graduate Diploma in Applied Finance (FP) and Advanced Diploma in Financial Service (FP).

Alfred has been the recipient of several awards, including the prestigious National Champion Financial Planner of the year 2008 from Westpac, before establishing his own financial planning practice, Ace Finance. These awards acknowledge Alfred’s professionalism, technical expertise, outstanding financial advice and high level of his client’s advocate. As the principal adviser of Ace Finance Pty Ltd, Alfred is authorised to provide personal financial advice under the Financial Wisdom Limited license.

Our objective is to provide high-quality financial advice to all our clients and to achieve this we take the time to get to know our clients. The first step is to understand your goals, aspirations and current financial situation. If you are seeking limited financial advice on a single issue, we will ask just the required questions to provide the appropriate advice. However, if you want a detailed financial plan, we will conduct a more in-depth analysis of your financial goals, discuss your attitude to financial risks and review your present financial position – including your income, assets, investments and liabilities.

Prior to undertaking any work, we ensure that we clearly explain the various steps involved in the financial planning process, as well as our fees and charges. We also take the time to answer all your questions. Only if you are happy to proceed, will we then begin working on a plan for you. If aspects of our advice involve recommending certain products, we will inform you in writing our reasons for suggesting the applicable products so you can ensure you are happy with our recommendations before proceeding