Growing your wealth with autonomus advice.

The principals at Ekos Wealth Management have specialised in strategic wealth and investment portfolio solutions for 40 years. We are well-versed in strategic planning, managing investment portfolios in Australia and across developed markets.

What EKOS autonomy means

Autonomous advisors

Impartial financial guidance delivered in your best interest, without many of the conflicts inherent to larger institutions

  • The advisor is your advocate and acts as part of your team.
  • Autonomous advisors work on the “buy-side” at your request, accessing researched offerings, institutional pricing, and cost transparency.
  • Access an expanded range of investment products.
  • The advisory firm has freedom and flexibility to adopt the latest integrated technology from across the industry.

Non-autonomous advisors

An advisor who answers to a larger institution or shareholders may be less likely to be able to put your best interest first.

  • The advisor or broker may be an employee of a large institution that they represent.
  • The advisor or broker may not be obliged to act in a fiduciary manner.
  • The advisor or broker may be incentivised to sell certain products to you that are created by the institution in which they are employed.
  • The institution may not have the freedom or flexibility to adapt or adopt new technologies and services.

Unlock the power of personalisation

At Ekos our model offers transparency, alignment, and personalisation. Benefit from receiving your financial advice separate from where your investment products are manufactured and separate again from where your assets are custodied.

EKOS triangle of wealth personalisation.

Want to start growing your wealth?

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