Wealth consulting
Financial lifestyle review, structuring ideas, investments, succession planning and charitable giving
Financial lifestyle review, structuring ideas, investments, succession planning and charitable giving
Managed and non-managed portfolios. Delivering outcome orientated solutions – income and inflation – including sustainable, passive and low beta mandates.
Including trusts, foundations, companies and acting as executors
Combining our services in a customised solution
The shared personal values of the five founders form the foundations of our business and guide the way we treat our clients. Work is part of life; we don’t leave our core values at home, instead they inspire the integrity and fairness central to Affinity.
We aim to;
Act in our clients' best interests at all times
Be transparent, caring and responsive
Think creatively and be solution orientated
Partner with clients to make their lives simpler
Whilst client numbers are intentionally small, being high touch and high tech enables our entry-point to be lower than you might expect
Call to discussAffinity appears to be very focused on building long-term relationships. Our key contacts at Affinity are extremely responsive and we are always able to get hold of people who understand our business, whenever the need arises. Affinity appears to be very focused on building long-term relationships. Our key contacts at Affinity are extremely responsive and we are always able to get hold of people who understand our business, whenever the need arises. Affinity appears to be very focused on building long-term relationships. Our key contacts at Affinity are extremely responsive and we are always able to get hold of people who understand our business, whenever the need arises.
With Affinity we always work with people we know and trust, who make us and our clients feel like they are their absolute priority. With Affinity we always work with people we know and trust, who make us and our clients feel like they are their absolute priority. With Affinity we always work with people we know and trust, who make us and our clients feel like they are their absolute priority.
Truly, one of the best decisions we made was to go with Affinity - working with Justin and Cait is such a joy. Truly, one of the best decisions we made was to go with Affinity - working with Justin and Cait is such a joy. Truly, one of the best decisions we made was to go with Affinity - working with Justin and Cait is such a joy.
I have found you to be efficient, clear and hardworking – in short – my kind of people. I have found you to be efficient, clear and hardworking – in short – my kind of people. I have found you to be efficient, clear and hardworking – in short – my kind of people.