Unlocking success: lessons from the world’s best investors
22nd October 2024
AMA Financial Advisers
For over 25 years, AMA Financial Planning have worked as dedicated brokers and financial advisers to health and medical professionals around Australia.
And because we primarily work with health and medical professionals, we understand the complexities and unique challenges involved with operating a business within your industry.
We go the extra mile to understand, protect and care for the financial well-being of the health professionals.
Our range of financial planning cover wealth creation and protection, retirement planning and aged care, superannuation and finance solutions and will assist you in planning your financial future no matter your situation or requirements.
What we do
We offer an extensive range of financial planning services to assist you in planning for your future and protecting you and your family. Whatever your situation, whatever your requirements, we have the services and the skills to assist you.
Wealth Creation
Do you want to create wealth for your future? Discover our range of wealth creating services here.
Superannuation
Choose a superannuation fund designed with medical professionals in mind. Contact us today for more info.
Retirement Planning
Thinking about retirement? Want to enjoy it worry free? We can create strategies to help.
Wealth Protection
Protect the wealth you have built with a range options designed to ensure you and your loved ones are adequately protected.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Estate Planning
Let us know of any changes in your life that should be considered in your existing Financial Plan.
Insights
Unlocking success: lessons from the world’s best investors
While effective investing is crucial for wealth creation, there is a lot to know and many pitfalls to avoid, as…
Ready, Set, Goals – Is it time for a mid-year check-in?
Making time throughout the year to review and reassess the goals you set at the beginning of the year is…
The Age Pension and your retirement plans
Most people intend to retire between ages 65 and 66, according to the latest data and, surprisingly, despite growing superannuation…
Enjoy the now and secure your future
Managing your financial situation always involves tension between how you live your life now and preparing for your future –…
Estate planning gives you a final say
Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care…
Insuring against loss of income
Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners…
What our clients say
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