Driving growth for financial advisors through managed accounts

Activam provides financial advisors and institutional investors with flexible managed accounts, asset management and expert investment consulting.

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Investment Management

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Delivering expert investment management and comprehensive support through Multi-Asset Portfolios, Managed Accounts and Investment Consulting Services.

Transparent Reporting

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Providing comprehensive and timely reports to keep advisers informed and up to date with investment markets and portfolios.

Collateral for Your Clients

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Engaging client centric collaterals, providing information about their portfolios and insightful content to enhance their investment experience.

Value Proposition Support

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Supporting your value proposition through practice and professional development.

Our commitment to your success

Learn about us

"At the core of our values lies the commitment to support advice businesses in delivering exceptional client outcomes and enhancing overall business efficiency. Together, we drive growth, foster partnerships, and navigate the evolution of financial services landscape."

Robert Talevski
Founder & Managing Director
Activam Group

Learn about us

Our approach is tailored, high-touch, and consultative. We take the time to understand your specific needs and objectives. We embrace flexibility, nimbleness, and a willingness to adapt to your evolving requirements.

$5B+

in FUM & FUA

100+

years of combined investment industry experience

8+

years of track record and market outperformance

Partnering with Activam has helped us deliver an extremely high-quality investment offering to our end clients. In working alongside Activam, we have also significantly increased our business efficiencies, which has in turn lowered our cost to serve and allowed us greater time to foster relationships with our clients."

Jarred Page, Director & Financial Planner
Right Advice, Gold Coast QLD

Portrait of Jarred Page, Director & Financial Planner

Since engaging Activam as our investment partner, our confidence in portfolio construction and value creation has been fantastic. Their outstanding performance and meaningful reporting have placed us well ahead in demonstrating proactive management to our clients. Rob’s talent as an investment manager has made his team indispensable to us."

Chris Harris, CEO & SMSF Specialist Adviser
Exelsuper, Adelaide SA

Portrait of Chris Harris, Specialist Adviser

The Hopkins Group has partnered with Activam since its inception, building a strong relationship with founder Rob Talevski since 2019. Their high-quality research and tailored solutions keep us at the forefront, delivering exceptional client results. Activam’s timely insights ensure relevant and impactful communication. Most importantly, their partnership frees up our time, enhancing efficiency and enabling us to focus on growth and new services.

Michael Williams, Managing Director & Authorised Representative
The Hopkins Group , Melbourne VIC

We have worked with Activam for over 4 years. Their expert insights and guidance have strengthened our client relationships by adding rigor and discipline to investment frameworks. Activam is a valuable resource, regularly discussing market matters with us. Strong returns and disciplined processes give our clients peace of mind about their investments."

Austin Whiting, Managing Director
Complete Financial Providence Group, Melbourne VIC

Partnering with Activam has helped us deliver an extremely high-quality investment offering to our end clients. In working alongside Activam, we have also significantly increased our business efficiencies, which has in turn lowered our cost to serve and allowed us greater time to foster relationships with our clients."

Jarred Page, Director & Financial Planner
Right Advice, Gold Coast QLD

Diverse investment
portfolios

Activam presents a comprehensive suite of multi-asset investment portfolios, each designed to cater to a variety of investment styles, timeframes, and risk profiles.
We work with the following platforms:

Conservative & Income 20/80

The strategy offers a stable income with a focus on high capital preservation. It involves a relatively low level of risk and volatility, making it suitable for conservative investors.
‍
Time horizon: 3 years

8.2

%

one year return

3.8

%

three years return p.a.

5.1

%

five years return p.a.

Growth

Defensive

Returns as at 30th June 2024*

Moderate 50/50

The strategy offers a balanced mix of growth and income, with potential for capital preservation and some growth. It carries a medium level of risk and volatility.
‍
Time horizon: 5 years

10.9

%

one year return

5.0

%

three years return p.a.

7.9

%

five years return p.a.

Growth

Defensive

Returns as at 30th June 2024*

Balanced 70/30

The strategy offers a mix of mostly growth and some income, with potential for growth and some capital preservation. It carries a medium to high level of risk and volatility.
‍
Time horizon: 7 years

13.2

%

one year return

5.9

%

three years return p.a.

9.4

%

five years return p.a.

Growth

Defensive

Returns as at 30th June 2024*

Index Focused Balance 70/30

The strategy offers a mix of mostly growth and some income, with potential for growth and some capital preservation. It carries a medium to high level of risk and volatility.

Time horizon: 7 years

13.2

%

one year return

5.6

%

three years return p.a.

7.2

%

five years return p.a.

Growth

Defensive

Returns as at 30th June 2024*

Growth 90/10

The strategy offers a mix of primarily growth and some income, with a focus on growth. It carries a high level of risk and volatility.

Time horizon: 10 years

15.1

%

one year return

6.5

%

three years return p.a.

10.6

%

five years return p.a.

Growth

Defensive

Returns as at 30th June 2024*

High Growth 100/0

The strategy offers a mix of assets, focused exclusively on growth. This option carries the highest level of risk and volatility.

Time horizon: 10 years

15.9

%

one year return

6.7

%

three years return p.a.

11.0

%

five years return p.a.

Growth

Returns as at 30th June 2024*

Source: Activam Group and Morningstar
* Disclaimer: Investment returns are not guaranteed. Past performance is not a reliable indicator of future returns. The managed portfolio performance represents total returns. Returns have been calculated using the time-weighted method and are after underlying investment management fees. This information is general in nature and does not take in to account your personal objectives, financial situation, or needs. Before making a financial decision, you should think about your financial requirements and obtain financial advice.

Your Strategy, Your Way

Buy: Choose from Activam’s selection of pre-constructed, high-performing portfolios, ideal for clients seeking ready-made investment solutions with a track record of success.

Partner: Merge your existing investment strategies with Activam's expertise to create a blended approach.

Build: Craft completely customised portfolios from scratch or rebrand Activam’s portfolios as your own.