Welcome to Amber Wealth Creation (Pty) Ltd.
Our values are built around a client centric approach where the needs of the clients are first priority. Each client is an individual with multifaceted dimensions to their lives and needs. We know this and we know not one client is the same as another. Needs and wants are different and the copy and paste method of financial planning simply wont work. We like to take the engineering approach to financial planning both personal financial planning and business financial planning and create a solution that is all encompassing and will be phased according to client needs and provisions. A relationship needs to be built on trust and that trust is to be respected. Our key focus is to build long lasting client relationships.
Our pledge to our clients is to at all times:
- Put client needs first
- Act with honesty and integrity
- Abide by company and industry codes of ethics and Professional Responsibility
- Be objective in all dealings whilst exercising sound professional judgement
- Treat all customers Fairly
- Show professional courtesy to all clients and remain professional in all dealings
- Be competent at all times which includes the furthering of studies and increase in industry and industry related knowledge
- Know limitations and exercise client interests in bringing relevant professional parties where their knowledge will benefit the client outcome
- Keep all client information confidential within the limitations of the laws of the Republic of South Africa.
- Exercise due diligence in all services provided.
“A customer is the most important visitor on our premises, he is not dependent on us. We are dependent on him. He is not an interruption in our work. He is the purpose of it. He is not an outsider in our business. He is part of it. We are not doing him a favour by serving him. He is doing us a favour by giving us an opportunity to do so.” ~ Mahatma Gandhi