Surviving the silly season
20th December 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
Surviving the silly season
Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics…
Gifting for future generations
At this time of year, when giving is particularly on our minds, some might turn their attention to how best…
Dollar cost averaging: can it work for you?
Australian share prices have seen record highs in 2024 after a sluggish couple of years. The S&P ASX200 index added…
Market movements and review video – December 2024
Stay up to date with what’s happened in the Australian economy and markets over the past month. While headline inflation…
Super vs property: what works for retirement income?
There is no debate that Australians love investing in property. The value of Australian residential real estate at the end…
Flying solo: tips for successful buying
For those who are wanting to get started on the homebuying journey, going it alone can have its challenges compared…
What our clients say
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