Activam Group

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Activam Group Activam Group is a boutique independent multi-asset investment management firm based in Melbourne.

Activam Group (Activam) is a widely recognized and independent multi-asset investment management and asset consulting firm. We are trusted by Wealth Practices, Super Funds, and Wholesale Investors in enhancing their business efficiency and value proposition. The company was founded by Robert Talevski, an investment veteran and a highly experienced multi-asset investment manager and asset consultant. He is supported by a team with a combined 100 years of expertise in the financial and investment industry, Activam promises its clients to be closer to their goal of improving the financial outcomes of their clients.

๐—ฎ๐˜‚๐˜€๐—ฏ๐—ถ๐˜‡ | ๐—”๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฎ๐—บ ๐˜„๐—ฒ๐—ถ๐—ด๐—ต๐˜€ ๐—ฆ๐—ฒ๐—ฝ๐˜๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—ฟ๐—ถ๐˜€๐—ธ๐˜€ ๐—ฎ๐˜€ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ผ๐—ฟ๐˜€ ๐—ฏ๐—ฟ๐—ฎ๐—ฐ๐—ฒ ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ ๐—™๐—ฒ๐—ฑ'๐˜€ ๐—ป๐—ฒ๐˜…๐˜ ๐—บ๐—ผ๐˜ƒ๐—ฒ. On ausbiz, Robert Talevski di...
09/09/2026

๐—ฎ๐˜‚๐˜€๐—ฏ๐—ถ๐˜‡ | ๐—”๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฎ๐—บ ๐˜„๐—ฒ๐—ถ๐—ด๐—ต๐˜€ ๐—ฆ๐—ฒ๐—ฝ๐˜๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—ฟ๐—ถ๐˜€๐—ธ๐˜€ ๐—ฎ๐˜€ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ผ๐—ฟ๐˜€ ๐—ฏ๐—ฟ๐—ฎ๐—ฐ๐—ฒ ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ ๐—™๐—ฒ๐—ฑ'๐˜€ ๐—ป๐—ฒ๐˜…๐˜ ๐—บ๐—ผ๐˜ƒ๐—ฒ.

On ausbiz, Robert Talevski discussed the seasonal challenges markets often face in September, the possibility of further Fed rate action, and why strong fundamentals continue to support the broader investment outlook despite near-term volatility.

Key themes:
โ–ช๏ธ September has historically been the weakest month for US equities, with investors closely watching upcoming inflation data, bond yields and oil prices.
โ–ช๏ธ While a Fed rate hike remains possible, there is a risk of policy becoming entangled with politics, with any market reaction potentially starting negative before fundamentals reassert themselves.
โ–ช๏ธ Despite expectations of continued volatility, Activam remains constructive on the longer-term outlook, supported by moderating inflation, solid earnings growth and productivity gains from AI-driven efficiencies.

Click the link to watch the full interview https://ausbiz.com.au/media/the-september-risk-investors-cant-ignore?videoId=50942

๐—–๐—ฒ๐—น๐—ฒ๐—ฏ๐—ฟ๐—ฎ๐˜๐—ถ๐—ป๐—ด ๐—ฒ๐˜…๐—ฐ๐—ฒ๐—น๐—น๐—ฒ๐—ป๐—ฐ๐—ฒ ๐—ฎ๐˜ ๐˜๐—ต๐—ฒ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐—”๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฎ๐—บ ๐—œ๐—บ๐—ฝ๐—ฎ๐—ฐ๐˜ ๐—”๐˜„๐—ฎ๐—ฟ๐—ฑ๐˜€. The Activam Impact Awards celebrate excellence and recognise t...
09/09/2026

๐—–๐—ฒ๐—น๐—ฒ๐—ฏ๐—ฟ๐—ฎ๐˜๐—ถ๐—ป๐—ด ๐—ฒ๐˜…๐—ฐ๐—ฒ๐—น๐—น๐—ฒ๐—ป๐—ฐ๐—ฒ ๐—ฎ๐˜ ๐˜๐—ต๐—ฒ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐—”๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฎ๐—บ ๐—œ๐—บ๐—ฝ๐—ฎ๐—ฐ๐˜ ๐—”๐˜„๐—ฎ๐—ฟ๐—ฑ๐˜€.

The Activam Impact Awards celebrate excellence and recognise the people and organisations making a meaningful impact across financial services and wealth management. The Awards shine a light on professionals who foster growth, build strong partnerships, demonstrate leadership, and contribute to the continued evolution of our profession.

We are proud to congratulate the 2026 Activam Impact Award winners:
โ–ช๏ธ Investment Adviser of the Year: Ben Graham-Nellor โ€“ Smart Happy Money
โ–ช๏ธRising Star of the Year: Jacob Eliopoulos โ€“ The Hopkins Group
โ–ช๏ธPractice Support of the Year: Joanne Ficarra โ€“ The Hopkins Group
โ–ช๏ธHolistic Advice Firm of the Year: The Hopkins Group (Australia)
โ–ช๏ธBoutique Advice Firm of the Year: Blue Financial
โ–ช๏ธPrincipal Advice Firm of the Year: Prospur Financial โ€“ Ben McLennan
โ–ช๏ธProgressive Advice Firm of the Year: Smart Happy Money
โ–ช๏ธBusiness Development Manager of the Year: Marie Lazar โ€“ Futurity Investment Group
โ–ช๏ธPlatform Offering of the Year: BT Panorama
โ–ช๏ธDealer Group/Advice Network of the Year: Spark Financial Group
โ–ช๏ธMoney & Business Podcast of the Year: SBS On the Money โ€“ SBS News Ricardo Gonรงalves
โ–ช๏ธImpact Hall of Fame โ€“ Lifetime Achievement, Service to Industry: Shane Oliver

A huge congratulations to all our winners and finalists, and thank you to everyone who participated in the voting process and helped us recognise excellence across our profession.

This yearโ€™s Activam Impact Awards also proudly supported Giant Steps Australia Melbourne, helping raise funds and awareness for the important work they do supporting children and adults with autism and their families.

๐—ฆ๐—•๐—ฆ ๐—ข๐—ป ๐—ง๐—ต๐—ฒ ๐— ๐—ผ๐—ป๐—ฒ๐˜† | ๐—”๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฎ๐—บ ๐˜€๐—ฒ๐—ฒ๐˜€ ๐—ผ๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐˜‚๐—ป๐—ถ๐˜๐—ถ๐—ฒ๐˜€ ๐—ฏ๐—ฒ๐˜†๐—ผ๐—ป๐—ฑ ๐—”๐—œ ๐—ฎ๐˜€ ๐—ฏ๐—ฟ๐—ผ๐—ฎ๐—ฑ ๐—ฒ๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด๐˜€ ๐˜€๐˜๐—ฟ๐—ฒ๐—ป๐—ด๐˜๐—ต ๐˜€๐˜‚๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐˜€ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€.On SBS Australia On ...
28/08/2026

๐—ฆ๐—•๐—ฆ ๐—ข๐—ป ๐—ง๐—ต๐—ฒ ๐— ๐—ผ๐—ป๐—ฒ๐˜† | ๐—”๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฎ๐—บ ๐˜€๐—ฒ๐—ฒ๐˜€ ๐—ผ๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐˜‚๐—ป๐—ถ๐˜๐—ถ๐—ฒ๐˜€ ๐—ฏ๐—ฒ๐˜†๐—ผ๐—ป๐—ฑ ๐—”๐—œ ๐—ฎ๐˜€ ๐—ฏ๐—ฟ๐—ผ๐—ฎ๐—ฑ ๐—ฒ๐—ฎ๐—ฟ๐—ป๐—ถ๐—ป๐—ด๐˜€ ๐˜€๐˜๐—ฟ๐—ฒ๐—ป๐—ด๐˜๐—ต ๐˜€๐˜‚๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐˜€ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€.

On SBS Australia On The Money, Robert Talevski discussed why broad earnings growth, resilient consumer demand, and continued investment in AI-related themes continue to support the outlook for investors despite ongoing economic headwinds.

Key Insights:
โ–ช๏ธ The current bull market is supported by broad earnings strength across sectors, not AI alone.
โ–ช๏ธ AI, data centre investment, and critical minerals demand continue to create opportunities for investors.
โ–ช๏ธ Activam Group favours global equities and sees ongoing opportunities in global small caps, mid-caps, and emerging markets.

To watch the full interview, click on the link: https://www.youtube.com/live/6mOJyvH7BE8?si=orbGWppihjVv_hNk&t=318

ausbiz | Activam's outlook on AI, earnings growth, and global equity markets.On ausbiz, Robert Talevski discussed why st...
20/08/2026

ausbiz | Activam's outlook on AI, earnings growth, and global equity markets.

On ausbiz, Robert Talevski discussed why strong earnings momentum, continued AI investment, and improving market breadth continue to support the outlook for global equities despite potential near-term volatility.

Key themes:
โ–ช๏ธ Activam maintains an overweight position in global equities, global small caps, emerging markets, and credit.
โ–ช๏ธ AI and strong earnings momentum remain the key drivers supporting the current bull market.
โ–ช๏ธ While short-term pullbacks are possible, strong earnings and AI-driven growth continue to support a constructive longer-term outlook.

Watch the full interview https://ausbiz.com.au/media/is-a-1015-market-pullback-coming?videoId=50332

20/08/2026

๐€๐ง๐ง๐จ๐ฎ๐ง๐œ๐ข๐ง๐  ๐ญ๐ก๐ž ๐Ÿ๐ข๐ง๐š๐ฅ๐ข๐ฌ๐ญ๐ฌ ๐Ÿ๐จ๐ซ ๐ญ๐ก๐ž ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ” ๐ˆ๐ฆ๐ฉ๐š๐œ๐ญ ๐€๐ฐ๐š๐ซ๐๐ฌ!

Thank you to everyone who submitted nominations. We're proud to recognise the individuals and teams making an outstanding impact across wealth management and financial advice. We're excited to share and celebrate their achievements and invite you to vote for the winners in each category.

2026 Impact Awards Finalists:

hashtag
๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐€๐๐ฏ๐ข๐ฌ๐ž๐ซ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐˜๐ž๐š๐ซ
Alex Cokalis โ€” iPartner Financial Solutions
Austin Whiting โ€” Complete Financial Providence
Ben Graham-Nellor โ€” Smart Happy Money
David Romanovski โ€” The Hopkins Group
Jarrod Boyd โ€” Blue Financial
Nikitin Lal โ€” Sherpa Financial Group
Steve Kostovski โ€” K Partners Accountants & Financial Advisers

๐‘๐ข๐ฌ๐ข๐ง๐  ๐’๐ญ๐š๐ซ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐˜๐ž๐š๐ซ
Jacob Eliopoulos โ€” The Hopkins Group
Prasanth Radhakrishnan โ€” K Partners Accountants & Financial Advisers
Sam Coutts โ€” GL Financial Planning

๐๐ซ๐š๐œ๐ญ๐ข๐œ๐ž ๐’๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐˜๐ž๐š๐ซ
Craig Brown โ€” Smart Happy Money
Jessica Roberts โ€” WSN Wealth
Joanne Ficarra โ€” The Hopkins Group
Tarnia Salt โ€” Dollar Wise Financial Services
Therese Bates โ€” Right Advice Wealth Management

๐‡๐จ๐ฅ๐ข๐ฌ๐ญ๐ข๐œ ๐€๐๐ฏ๐ข๐œ๐ž ๐…๐ข๐ซ๐ฆ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐˜๐ž๐š๐ซ
K Partners Accountants & Financial Advisers
Right Advice Wealth Management
Sherpa Financial Group
The Hopkins Group

๐๐จ๐ฎ๐ญ๐ข๐ช๐ฎ๐ž ๐€๐๐ฏ๐ข๐œ๐ž ๐…๐ข๐ซ๐ฆ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐˜๐ž๐š๐ซ
2020 Wealth
Blue Financial
Complete Financial Providence
Dollar Wise Financial Services

๐๐ซ๐ข๐ง๐œ๐ข๐ฉ๐š๐ฅ ๐€๐๐ฏ๐ข๐œ๐ž ๐…๐ข๐ซ๐ฆ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐˜๐ž๐š๐ซ
Complete Financial Group โ€” Dane Rabot
PLI Financial Services โ€” Shawn Delaney
Prospur Financial โ€” Ben McLennan

๐๐ซ๐จ๐ ๐ซ๐ž๐ฌ๐ฌ๐ข๐ฏ๐ž ๐€๐๐ฏ๐ข๐œ๐ž ๐…๐ข๐ซ๐ฆ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐˜๐ž๐š๐ซ
2020 Wealth
Smart Happy Money

hashtag
๐๐ƒ๐Œ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐˜๐ž๐š๐ซ
Chad Hitzeman โ€” Global X
Dario Bartolomeo โ€” North
Gavin Williams โ€” Neuberger Berman
Gil McBean โ€” J.P. Morgan Asset Management
Marie Lazar โ€” Futurity Investment Group
Stuart Robinson โ€” Capital Group
Tom Glynn โ€” DNR Capital

๐๐ฅ๐š๐ญ๐Ÿ๐จ๐ซ๐ฆ ๐Ž๐Ÿ๐Ÿ๐ž๐ซ๐ข๐ง๐  ๐จ๐Ÿ ๐ญ๐ก๐ž ๐˜๐ž๐š๐ซ
BT Panorama
CFS Edge
Dash
HUB24
Netwealth
North

๐ƒ๐ž๐š๐ฅ๐ž๐ซ ๐†๐ซ๐จ๐ฎ๐ฉ / ๐€๐๐ฏ๐ข๐œ๐ž ๐๐ž๐ญ๐ฐ๐จ๐ซ๐ค ๐จ๐Ÿ ๐ญ๐ก๐ž ๐˜๐ž๐š๐ซ
Akumin Financial Planning
Lifespan Financial Planning
Spark Financial Group
Wealth Today

๐Œ๐จ๐ง๐ž๐ฒ & ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐๐จ๐๐œ๐š๐ฌ๐ญ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐˜๐ž๐š๐ซ
Business Weekend โ€” Ross Greenwood, Sky News Australia
Fear & Greed โ€” Fear and Greed
NAB Morning Call โ€” National Australia Bank (NAB)
SBS On the Money โ€” SBS News
The Money Cafรฉ with Alan Kohler โ€” Intelligent Investor

Click the link to vote โžก๏ธ https://lnkd.in/ggbugzWM

Voting Closes 28th August.

Winners will be announced on September 1, 2026, at the
act Conference Gala Dinner & Awards Night to be held at RACV Torquay.

03/08/2026

๐—ง๐—ต๐—ฒ ๐Ÿฎ๐Ÿฌ๐Ÿฎ6 ๐—œ๐—บ๐—ฝ๐—ฎ๐—ฐ๐˜ ๐—”๐˜„๐—ฎ๐—ฟ๐—ฑ๐˜€ - ๐—ก๐—ผ๐—บ๐—ถ๐—ป๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€ ๐—ก๐—ผ๐˜„ ๐—ข๐—ฝ๐—ฒ๐—ป
The Activam Impact Awards celebrate excellence and impactful achievements in wealth management and financial services. This is your opportunity to recognise the outstanding professionals and firms who are making significant contributions to our industry.

๐—ก๐—ผ๐—บ๐—ถ๐—ป๐—ฎ๐˜๐—ฒ ๐—ก๐—ผ๐˜„ ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ ๐—ณ๐—ผ๐—น๐—น๐—ผ๐˜„๐—ถ๐—ป๐—ด ๐—ฐ๐—ฎ๐˜๐—ฒ๐—ด๐—ผ๐—ฟ๐—ถ๐—ฒ๐˜€:

Financial Advice
โ–ช๏ธ Investment Adviser of the Year
โ–ช๏ธ Rising Star of the Year
โ–ช๏ธ Practice Support of the Year
โ–ช๏ธ Holistic Advice Firm of the Year
โ–ช๏ธ Boutique Advice Firm of the Year
โ–ช๏ธ Progressive Advice Firm of the Year
โ–ช๏ธ Principal Advice Firm of the Year

Industry
โ–ช๏ธ Business Development Manager of the Year
โ–ช๏ธ Platform Managed Account Offering of the Year
โ–ช๏ธ Dealer Group/Advice Network of the Year

Financial Media & Publications
โ–ช๏ธ Money & Business Podcast of the Year

Hall of Fame
โ–ช๏ธ Lifetime Achievement - Service to Industry

๐Ÿ—“๏ธ Last day of submission: Aug 14, 2026
๐Ÿ“ฉ Submit here: https://forms.cloud.microsoft/r/nfh2nw1zwr?origin=lprLink

๐€ ๐Ÿ๐š๐ง๐ญ๐š๐ฌ๐ญ๐ข๐œ ๐ญ๐ฎ๐ซ๐ง๐จ๐ฎ๐ญ ๐š๐ญ ๐จ๐ฎ๐ซ ๐’๐ฒ๐๐ง๐ž๐ฒ ๐๐š๐ซ๐ญ๐ง๐ž๐ซ ๐‘๐จ๐š๐๐ฌ๐ก๐จ๐ฐ ๐‹๐ฎ๐ง๐œ๐ก.It was great to bring together so many advisers to discuss the ...
30/07/2026

๐€ ๐Ÿ๐š๐ง๐ญ๐š๐ฌ๐ญ๐ข๐œ ๐ญ๐ฎ๐ซ๐ง๐จ๐ฎ๐ญ ๐š๐ญ ๐จ๐ฎ๐ซ ๐’๐ฒ๐๐ง๐ž๐ฒ ๐๐š๐ซ๐ญ๐ง๐ž๐ซ ๐‘๐จ๐š๐๐ฌ๐ก๐จ๐ฐ ๐‹๐ฎ๐ง๐œ๐ก.

It was great to bring together so many advisers to discuss the evolving investment landscape, share market insights and explore practical strategies that help deliver better client outcomes.

A big thank you to Bryan Ashenden from BT, Reuban Sivarajasingam from Pallas Capital, James Holt from Barrow Hanley Global Investors, and Robert Talevski from Activam Group for sharing their expertise and insights, and to everyone who attended and contributed to such an engaging discussion.

30/06/2026

The ๐—”๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฎ๐—บ ๐—บ๐˜‚๐—น๐˜๐—ถ-๐—ฎ๐˜€๐˜€๐—ฒ๐˜ ๐—ฆ๐— ๐—” ๐—ฝ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ๐˜€ are designed to suit a range of investment styles, timeframes, and risk profiles. Our commitment to client-focused outcomes drives everything we do. Dynamic asset allocation strategies capture market opportunities while managing risk.

Our suite of top performing SMA's are currently available on BT, Netwealth, and AMP Australia MyNorth Platforms.

To learn more, visit our www.activam.com.au or email us at [email protected]

๐˜—๐˜ข๐˜ด๐˜ต ๐˜ฑ๐˜ฆ๐˜ณ๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ช๐˜ด ๐˜ฏ๐˜ฐ๐˜ต ๐˜ข๐˜ฏ ๐˜ช๐˜ฏ๐˜ฅ๐˜ช๐˜ค๐˜ข๐˜ต๐˜ฐ๐˜ณ ๐˜ฐ๐˜ง ๐˜ง๐˜ถ๐˜ต๐˜ถ๐˜ณ๐˜ฆ ๐˜ฑ๐˜ฆ๐˜ณ๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ข๐˜ฏ๐˜ค๐˜ฆ.

17/06/2026

The great conversations continued in Adelaide as our ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐—ฃ๐—ฎ๐—ฟ๐˜๐—ป๐—ฒ๐—ฟ ๐—ฅ๐—ผ๐—ฎ๐—ฑ๐˜€๐—ต๐—ผ๐˜„ rolled on.

Another fantastic roundtable lunch bringing together advisers for thoughtful discussion on the proposed Federal Budget and the opportunities shaping portfolios in todayโ€™s environment.

A big thank you to our speakers โ€” Matt Manning (BT), Anne-Louise Wills (Pallas Capital), and Robert Talevski (Activam Group) โ€” for sharing your perspectives and helping drive such an engaging discussion with attendees.

09/06/2026

Ballarat was a fantastic next stop on our ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ ๐—ฃ๐—ฎ๐—ฟ๐˜๐—ป๐—ฒ๐—ฟ ๐—ฅ๐—ผ๐—ฎ๐—ฑ๐˜€๐—ต๐—ผ๐˜„.

A big thank you to Matt Manning (BT), James Holt (Barrow Hanley/Perpetual), Ian Phun (Pallas Capital), and Robert Talevski (Activam) for sharing your insights, and to everyone who joined us.

You know itโ€™s a good Ballarat event when we all walked away with a few golden nuggets of ideas and opportunities to take back to clients.

More Partner Roadshow sessions are just around the corner, we're looking forward to seeing you at the next one.

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