The Future Of Investing
Social Value Investing
Holistic Financial Planning
Sustainable Investment Options
Vegan Investing Options
Wealth Wellness Coaching
Financial Stress Counselling
Our Philosophy
Every individual has a unique relationship with their finances. Our financial LIFE planning looks into more than just the numbers.
YOUR MONEY
Transparent Ethical Financial Advice
Cultivating long-term client relationships by providing unbiased financial advice. Every Client relationship starts with:
Building trust
Transparent communication
Delivering constructive value
"An investment in knowledge pays the best interest" Benjamin Franklin
YOUR GOALS
Track What is Important
Affinity Capital can help you reach your objectives by:
Defining your goals
Staying focused & on target
Creating a specific action plan
Monitoring your progress
"A goal without a plan is just a wish"
Antoine de Saint-Exupery
YOUR VALUES
A Sustainable Path to Profits
Responsible Investment Portfolios designed to fit your values.
The 3 P's of the triple bottom line:
People: Social/Human Rights Issues
Planet: Climate Change/Sustainability
Profits: Positive Economic Returns
"An investment isn't an investment if it destroys our planet" Unknown
