Client Resources

The complexities of managing one’s money in the modern marketplace has led to a mushrooming demand for financial education and advice. It is no longer just about planning for retirement but a comprehensive plan to achieve short, medium term and long term financial goals.

Resource requirements have thus moved from just understanding the products on the market, to having a comprehensive knowledge of tax laws, inheritance laws, trust structures and intricacies and investment vehicles etc. In order to assist my clients achieve the most efficient plan for THEM, I thus work with a strong network of Professionals that I have hand picked to give me the sound advice required for your plans.

Communication

Two way communication is essential to maintaining an effective plan, however I always tailor my form of communication to my clients needs. Some clients prefer face to face communication, whilst others prefer electronic communication; some clients enjoy frequent discussions whilst other prefer to communicate only on a ‘need to know’ basis, and once again it comes down to really knowing and understanding my clients that I can ensure positive interaction.

Core Team

About Alison

Alison is a financial advisor, specialising in personal financial planning.

She has a degree from UCT and became a fellow of the Institute of Life and Pension Advisors in 1996. (Subsequently changed to FPI.)

The FPI is a representative, professional institute for testing, protecting, developing and maintaining standards of competence and ethics of persons engaged in personal financial planning and advice. As a member Alison is bound by the Code of Conduct and the Generally Accepted Planning Practice as laid down by this body.

Alison has gained invaluable experience in various areas of the financial services industry. She started her career at TMA Investment Products Services, one of the first linked product providers. She then became a broker consultant at Liberty Life where she was able to use her ILPA training in assisting financial advisors. Alison was subsequently employed as a client executive at Plexus Asset Management. At that stage Plexus was one of the few companies offering managed unit trust portfolios and here she gained excellent investment experience. Four years at Grant Thornton Financial Planning Services followed where Alison was a very successful financial advisor. Prior to establishing AMAC Financial Management Services, she enjoyed a 12 year partnership at McLagan Harvey & Associates.

Armed with investment and life office experience, the theoretical knowledge gained through studying and more than 20 years experience; Alison has all the tools necessary to analyse clients’ existing portfolios and offer sound advice to meet clients’ personal financial planning 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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