The Amity Wealth value proposition offers investment advisors a practice management model and value-added support services that will enhance the professionalism and efficiencies of their businesses. This proposition is essentially designed for practitioners to be recognised as trusted advisors, and to increase the value of their practice. It empowers investment advisors to service their clients more effectively.

Our value proposition further offers peace of mind to clients as it provides a fundamentally sound investment framework, ongoing investment management, and investment reporting.

The Amity Wealth investment solution is designed around the lifestyle objectives of clients. Our objective is to achieve predefined, inflation-beating investment returns consistently over predetermined minimum terms. We believe that a client’s current and future cash flow requirements will determine how the investment solution should be structured – as a result, every client’s investment solution will be unique to him/her. Our investment process and the Amity investment funds are specifically designed to address the needs and objectives of any client, regardless of the unique nature of his/her needs. If the client’s objectives are realistic, our investment strategy offers a tailor-made solution.