PERSONAL FINANCIAL PLANNING
- Medical Aid Funds
- Funeral Cover
- Life Insurance
- Disabilty Cover
- Severe Illness Cover
- Retirement Planning
- Long and Short Term Savings
- Estate Planning (See Also Fiduciary Services)
At Amadwala we form a long-term partnership with you. We research your individual circumstances in-depth to design a progressive and global solution for you and your family.
One of Amadwala's strengths is it's independence from product providers. We assist in developing a suitable Investment Policy Statement (IPS) and a strategy and then consult on the implementation of that strategy. Naturally, this strategy is reviewed on a reqular basis to ensure it continues to adapt to you, our client's changing circumstances as well as developments in the economic enviroment.
HOW CAN WE HELP?
Research has shown that clients want to make their own investment decision, but they do not really understand the implications of their choices.
Amadwala provides professional impartial advice that is comprehensive on the increasingly multifaceted issues facing clients in todays complex investment enviroment. In light of our view on transparency, we accept no remuneration other than fees directly from clients.
Amadwala educates and encourages the participation of their clients to be involved in their own financial security.
WHERE CAN YOU FIND US?