Amity Wealth (Pty) Ltd is an independent, privately owned provider that offers a comprehensive, integrated business and investment solution to professional investment advisors and their clients. Amity Wealth was established to address very specific needs of professional investment advisors and their clients, such as:

• A sound investment planning process
• A fundamentally sound investment    solution
• A professional investment management and reporting system
• A professional management model designed to enhance business efficiencies.
         
  Our vision

Empowering professional investment advisors and their clients.

Our mission statement

Amity Wealth is an independent provider that offers the following support services to a select group of professional investment advisors:

• Business planning and operational support
• Integrated investment solutions
• Compliance process and system
• Education.

Our aim is to establish long-term partnerships with:

• A select group of professional investment advisors
• Strategic product suppliers
• Strategic service providers
• Our employees.

Our ultimate purpose is to:

• Empower our advisor partners to grow their clients’ wealth with care.
• Assist our advisor partners to create a valuable business through excellence.
• Create value for all our stakeholders.