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).

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Learning

 

During and after the initial meeting we will look to establish what is important to you and what your key objectives are. Once we have this information, along with some hard facts about yourself, we will then move onto our research and production.

Research & Production

 

Throughout this phase we will conduct our research on your arrangement and begin to bring your financial plan together. It is the longest of our preliminary stages as it requires the most information and thought.

Presentation


Here we will present you with your completed Integrated Wealth Management Plan™. It will contain your objectives, our recommendations and other reports that we have drawn up. After presentation you will have the option to meet with Ian to discuss the plan and ask any questions that you may have.