Our Value Proposition
Our research indicates that most independent financial advisors battle with the following questions:
How Do I…
- attract new clients;
- grow my business;
- retain clients;
- consistently deliver on client expectations;
- provide a consistent value proposition to all my clients;
- enhance my business efficiency; and
- reduce my business risk;
in an increasingly demanding and constantly changing environment, without losing my independence?
“If you don’t change the direction you are going, then you’re likely to end up where you’re heading.”
Many independent advisors battle to keep everything together when it comes to providing a top class service to their clients. Keeping up-to-date with the changes in the economy and investment markets, doing fund due-diligences whilst seeing clients every day, and managing a profitable financial advice business becomes an almost impossible task in the ever increasing onerous regulatory environment.
If you are a financial advisor who provides clients with a range of financial services of which investments is one and for whom independence is non-negotiable, Amity Wealth has an excellent value proposition which will benefit your business significantly.
Amity Wealth provides wealth management solutions which will enable you, the independent financial advisor, to consistently deliver a valued experience to your clients. Our simplified and integrated wealth management solutions enable you to:
- attract new clients
- grow your business;
- consistently deliver in accordance with your client’s expectations;
- provide a first class service model to your clients;
- retain your clients;
- enhance your business efficiencies;
- increase your profitability; and
- reduce the risk of doing business.