What makes your business distinctive?
What sets Amity apart is that we are intentionally a niche market DFM. Rather than trying to serve everyone, we focus on partnering with like-minded independent advisors who prioritise guiding their clients towards long-term financial wellbeing. To support this, we provide advisors with an end-to-end investment management solution, including a goals-based investment plan, suitability assessment and review plan. Additionally, we believe that traditional investment strategies are not well-suited to the needs of private investors. Achieving consistent, predetermined outcomes is critical for a financial plan to succeed and achieve clients’ goals.
Who is your ideal client?
We have built a community of like-minded advisors who value their independence and are always seeking ways to enhance the value they provide. They typically have a growth mindset and are dedicated to improving their services by integrating behavioural factors into their approach to achieving financial wellbeing. The advisors we partner with have a clear understanding of the value they bring to clients, which is managing the clients’ financial journey. By outsourcing investment management to us, our advisor partners strengthen their investment offering, thus freeing up time to improve client service and boost efficiency.