Whether you are just starting to save or getting ready for retirement, a sound financial plan is key to helping you achieve all of your goals. I believe that commitment to a good long term relationship is fundamental to a good financial plan – your finances are personal and I take them as such.

I have the expertise, knowledge and objectivity from 20 years as an independent financial advisory professional to help you create a sound financial strategy to fit your life plan. The secret to a successful strategy is to develop a robust plan that makes sense under any market conditions, is tailored to your current circumstances, whilst maintaining a strong client relationship to ensure that it adapts to you and your families changing needs along the way.

AMAC has a strong network of successful professionals to ensure that the correct and most up to date advice is obtained for all your portfolio requirements.

MARKET INDICES

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VISUALISE YOUR FUTURE

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ALISON’S PROFILE

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Read about our financial planning process

IT’S NO LONGER ABOUT PLANNING FOR RETIREMENT BUT A COMPREHENSIVE PLAN TO ACHIEVE SHORT, MEDIUM TERM & LONG TERM GOALS.

Information contained in this website should not be construed or relied upon as either advice or an intermediary service in terms of the Financial Advisory and Intermediary Services Act of 2002, nor should users regard anything contained in this website as an offer to contract. Attention is specifically drawn to the limitations of liability and exclusion of warranties provided for in these terms and conditions. This website is intended only to provide information on the services that we offer. While effort is made to ensure that the information contained in this website is accurate and up to date, such information is not intended to be relied upon in isolation and we strongly advise that you consult with us before taking any specific action. We do not guarantee the accuracy, validity, timeliness, completeness or suitability of any information or data made available to you through this website. The information contained in this website is compiled for the convenience of website visitors and is accepted by the website visitor on the condition that errors or omissions shall not form the basis for any claim, demand or cause of action. We will use all reasonable endeavours to update the information contained in this website, but we are under no obligation to update such content.

AMcLagan Financial Management Services T/A AMAC Financial Management Services is registered as an Authorised Financial Services Provider by the Financial Services Board, License No. 19741.

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