Affinity Membership Services™

Affinity Membership Services™

A range of services, facilities and processes designed to keep your plan on track and to help you “Live Life with Purpose”

121 Progress Meetings

A meeting at which we will update and review your Objectives, Lifetime Cash Flow Forecast and On Purpose Action Plan™. If appropriate we will also review your Living With Purpose Scorecards™ and other tools and concepts that we may introduce from time to time.

Staying on Purpose Annual Reporting™

The preparation and presentation of required regulatory reports such as the Annual Suitability Check and Cost & Charges disclosure. Investment Portfolio performance reporting and trading facilities statements.

AIWM Client Briefings™

Educational Client Briefing events covering a range of financial and related topics and how to get the most out of the facilities that are in place for you.

AIWM Client Appreciation Events™

Fun events for networking, enjoyment and to help Live Life With Purpose.

Wealth Platform Client Portal

Access to and maintenance of your secure personal online portal providing portfolio and plan data and valuations, underlying fund holdings and performance data and analytics. Ability to send us secure communications, upload documents and to change personal information.

AIWM Client Library

Secure online resources covering both your own documentation as well as generic financial information, factsheets, investment data and other content.

Insight Magazine

A regular news and views publication covering lifestyle matters as well as money related topics.

Investment Market Commentaries and Portfolio Factsheets

Monthly updates covering the major world financial markets and Affinity Portfolio factsheets with performance, risk and other data.

AIWM Factsheets

Regular publication of Factsheets covering a huge range of financial and associated topics.

Journey to Wealth™

A unique program of workshops, information and education around money designed for the adult children and grandchildren of Clients with a view to help them make the most of their own financial resources, the pitfalls to be aware of and how best to deal with any eventual inherited wealth.

AIWM Financial Concierge™

Unlimited email support, advice and assistance on financial matters, your investments and our processes. Liaison with third party companies and professionals, certification services and document checking service (get a financial statement, mailing, special offer or similar you don’t understand – send it to us and we will review it and let you have our opinion).

Integrated Financial Planning

All of us have things that we would like to achieve in our lives, whether two, five or ten years down the line, or perhaps we may want to leave a legacy of some kind. But in order to realise these dreams, we need to be both focused and financially organised.

Wealth Management

Our team of experts will provide you with a high-level professional service, taking a holistic approach in co-ordinating all areas of financial management, planning and investment advice, to ensure your wealth is always working for you.

Testimonials

At Affinity Integrated Wealth Management we always encourage feedback from our clients as their opinions on our work are of paramount importance to us. Please take a look at our testimonials page to read some of the comments that we have received.