Our Services

We offer a comprehensive financial advice service, that will address all aspects of your current financial circumstances, goals and objectives. This may be as simple as developing a cashflow management plan, to help save for your first home when you are first starting out as an intern, to creating a debt reduction and wealth creation strategy as you progress in your career. As your focus later shifts toward retirement, we can help you plan, to allow you to achieve the retirement lifestyle you intend. At each stage of your financial life and career, insurance needs are considered, to ensure your position and the plan put in place is appropriately protected.

We are licensed to provide advice on personal protection (insurance), superannuation and self-managed superannuation, wealth creation (investment), debt reduction and retirement planning, as well as aged care. Being uniquely familiar with the medical profession, we specialise in providing advice on GESB Super, GESB West State and GESB Gold State accounts, as well as business insurances for private practitioners.

We carefully consider the tax implications of any and all advice we provide and are able to develop strategies that assist with tax minimisation over time. Our advice licensee, Hartley Financial Pty Ltd, provide an accounting service that is able to help establish entities, advise on structuring and meet ongoing tax reporting obligations.

As a subsidiary of the AMA (WA) Inc, the team at AMA Financial Planning have significant experience in working with members of the medical profession. We are familiar with your unique (and busy) working patterns, income progression and entity structures. This experience and our specialised knowledge of legislative rules and opportunies mean that we are well placed to develop a financial plan very specific to your circumstances, allowing you to achieve your long term goals and objectives.