AIIS was founded in 2003 with one primary mission; To ensure our clients achieve their financial goals within their nominated timeframe, with as little risk as necessary.
Hand in hand with our primary mission, we aim to achieve a number of additional key objectives for our clients.
- To help clients define, track and achieve their goals
- To help our clients get financially organised and stay financially organised
- To source quality products and services that enable our clients to achieve their financial goals
- To deliver a consistently high level of service across all divisions of our business
- To provide our clients with useful and timely information in relation to financial matters
- To provide an ongoing review service that ensures that we protect and grow our clients’ wealth
With this in mind, we have developed a range of services to help everyone achieve their financial goals. In addition, we have designed a number of tools to help our clients organise and understand their finances better. Whilst our services are aimed at individuals with investment objectives in mind, our services extend to far more than investment advice. We have tools and services to analyse almost any financial product, and assist in determining the suitability of these products for each of our clients.