Change the conversation from “Which fund is the best compared to its peers?”
to "Which solution reduces the uncertainty of achieving my client's goals?"
A Boutique Discretionary Fund Manager With An Outcomes-Based Focus
We Help Financial Advisors
Enrich their client's financial wellbeing
Clients value financial advice more when it not only delivers good financial outcomes but also helps them enjoy a sense of financial wellbeing.
Consistently achieve planned investment outcomes
The success of a client’s investment plan depends on consistently achieving the return required to achieve their goals. This requires a different approach to managing the investment solutions of a private investor.
Deliver an enhanced client experience
Client retention and practice growth is dependent on delivering an advice experience that meets client expectations. This requires each touchpoint of the client’s journey to be designed and implemented with intention.
“The ultimate value of financial advice is to make clients not only wealthier but also, happier”
Enrich your client’s financial wellbeing
Clients value financial advice more when it not only delivers good financial outcomes but also helps them experience financial wellbeing.
This is achieved when advisors help them feel in control of their financial affairs, experience a sense of financial security, allows them to enjoy their money without guilt or fear, and helps them pursue their goals and dreams.
Amity’s support services, training programs and tools help financial advisors
- implement a coaching approach to financial planning which ensures advice is behaviourally integrated.
- improve a client’s financial capability which leads to better financial decisions.
- develop a comprehensive financial plan which provides an actionable roadmap to financing a live well lived
Consistently achieve planned investment outcomes
The success of a client’s investment plan depends on achieving the return required to meet their financial goals. However, markets are unpredictable, and investment returns often deviate from what was originally planned.
This uncertainty can lead to anxiety about the future and may detract from a client’s overall financial wellbeing.
To improve the probability of achieving the desired outcome, an investment strategy is required that focuses on consistently delivering a predefined result over a specific investment horizon.
Amity’s outcomes-based investment strategy is built around four key criteria that we believe are critical to achieving a client’s financial plan.
Read more about our outcomes-based investment philosophy.
Deliver an enhanced client experience
Client retention and practice growth is dependent on delivering an advice experience that meets client expectations. In todays experience driven economy value is more than functional deliverables. Clients value an advice experience that is bespoke, keeps them informed and makes them feel important. That is why advisors need to deliberately design and manage their client experience journey. Find out how we can help you.
- improve your business efficiency and profitability with our practice management consulting
- enhance your service model with our client engagement and communication tools
- grow your business with our marketing support services
What Advisors Say About Us
Legal & Regulatory Information
Amity Investment Solutions (Pty) Ltd is an authorised financial service provider (FSP29661)
Designed & Maintained by MayFly Marketing 2026 ©