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Lawson Mavondo

Akili Wealth Management

Gold
19 Yrs Experience
Frankston South, VIC 3199

As a seasoned financial services professional, Principal Financial Advisor, and SMSF Specialist Advisor (SSA®), I specialize in holistic wealth management, providing personalized and strategic financial advice to help clients achieve their financial goals. I am a dedicated relationship builder and strategic thinker, committed to delivering tailored financial solutions that offer comprehensive and insightful guidance for long-term success and financial well-being. A passionate Financial Literacy Advocate, I empower clients with the knowledge and confidence to take control of their financial future.

I offer expert advice in Cashflow Planning, Debt Management, Insurance, Investment Advice, Self-Managed Superannuation Funds (SMSF), Taxation Planning, and Retirement Planning. My collaborative approach allows me to work effectively with individuals, families, small to medium enterprises and deceased estates.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Akili Wealth Management

15 Balmoral Ct
Frankston South, VIC 3199

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Synchron Advice Pty Ltd

AFSL 243313