At AmSignature Priority Banking – we make a distinction by ensuring we focus on you and your financial goals. Through our understanding of your personal, family and business goals, we are able to provide more than just an account – we provide a relationship that works and evolves with you:
1. Getting to know you
Understanding you and your family's banking needs and life priorities.
2. Establishing your investment objectives
Assessing your objectives and risk profile and working together with you to identify a suite of investment solutions.
3. Offering options and finalising solutions
Working with you to select the most appropriate investment option(s) that best suit your financial needs and life
4. Regular reviews and updates
Engaging you regularly to review your portfolio and keeping you informed of the latest market opportunities.