plan | deliver | achieve

Reduce uncertainty with outcomes-based investment solutions

Goals-based wealth management combined with outcomes-based investment solutions increases the probability of achieving your client’s goals.

 

Goals-based wealth management combined with outcomes-based investment solutions increases the probability of achieving your client’s goals.

 

Amity’s end-to-end investment management offering
reduces the uncertainty of achieving your client’s goal
.

Amity’s end-to-end investment management offering
reduces the uncertainty of achieving your client’s goal
.

A GOALS-BASED INVESTMENT PLANNING PROCESS AND TOOLS

We provide you with the tools and system to deliver a professional investment planning experience that

 

  • improves your client relationships
  • enhances the value of your advice and
  • reduces your advice risk

OUTCOMES-BASED INVESTMENT MODELS AND FUNDS

Our range of outcomes-based investment solutions are designed

 

  • to reduce the uncertainty of your clients investment outcome
  • to preserve your clients capital over the investment term and
  • to reduce investment risk

BUSINESS SUPPORT SERVICES

We enable you to enhance your wealth-management value proposition with

 

  • a comprehensive investment management and practice development training program
  • support services that ensures the efficient delivery of your client service model and
  • business services and tools that assist in growing your practice and improve profitability

"Client retention and practice growth is dependent on delivering an advice experience that meets client expectations."

"Client retention and practice growth is dependent on delivering an advice experience that meets client expectations."

An engaging investment
planning process

Delivering
planned outcomes

Providing a
valued client service

Great advice experience

By using Amity’s end-to-end investment

management proposition, you will...

  • Deliver financial wellbeing
  • Reduce the uncertainty of investment outcomes
  • Increase your value
  • Build client loyalty and trust
  • Improve business efficiency
  • Reduce advice risk

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Hear it from some of our advisors

“Amity has helped me with tools, skills and input which enable me to work smarter not harder.”

Steve Olivier

Independent Wealth

“Through Amity’s value proposition I feel more confident knowing that I add value to my clients.”

Riaan Reyneke

Reyneke Financial Services

“It’s a win-win relationship. I win, my clients win and Amity wins. I know of no other organisation that you can compare to what Amity offer the independent financial advisor.”

Sam Robson

Custodian Wealth

“Amity provides excellent tools which assist in the management of my clients' investments. Their excellent team has always provided exemplary service of the highest standard.”

Beth Wallace

Wallace-Rubidge Financial Services

“Amity has been an amazing Partner not only in my Business, but in my business development. They have helped me to create a new Professional engagement with my Investment Clients. The level of their service, professional assistance and personal development programmes have been of utmost value to me and my business. They are truly an amazing Team and amazing People which can only add extreme value to your business.”

Rainer Boshoff

Rainer Boshoff Financial Services

Get in touch

CONTACT TANYA COETZEE
ADVISOR EXPERIENCE MANAGER

Tanya is your dedicated contact person.

Email: tanya@amity.co.za
Cell:    0832714349
Office: 0879805326

LET TANYA CONTACT YOU
Let us know how to get back to you.