Wealth and Income Protection Insurance Form

Protect Your Wealth, Secure Your Future

Wealth & Income Protection Advice personalised to Health Professionals

Unexpected events can disrupt your income—but they don’t have to derail your life goals. At AMA Financial Planning, we help doctors and healthcare professionals safeguard their income, lifestyle, and future with personalised wealth protection strategies.

Protect Your Wealth, Secure Your Future

Wealth & Income Protection Advice personalised to Health Professionals

Unexpected events can disrupt your income—but they don’t have to derail your life goals. At AMA Financial Planning, we help doctors and healthcare professionals safeguard their income, lifestyle, and future with personalised wealth protection strategies.

Personal Details

Are you an AMA member?*
Date*

Income Protection

Are you working over 20 hours per week?
Please choose (if applicable)

Note the following:

  1. Benefit period – is the time/length of your claim period. This can generally be up to age 65.
  2. Waiting period – is how long you intend to wait after you have been diagnosed with an illness/injury and are unable to work, before you start claiming. This can generally be up to 30 days.
  3. Stepped premiums rise with age, level premiums increase in a more consistent manner as the age based increase is apportioned over the life of the policy.
By submitting this enquiry form, you agree to be contacted by a member of our team.

Why Income Protection Matters

  • Maintain Cash Flow: Replace lost income if you’re unable to work due to illness or injury.
  • Peace of Mind: Focus on recovery, not financial stress.
  • Protect Long-Term Goals: Ensure your mortgage, lifestyle, and savings remain on track.

Designed for Doctors & Health Professionals

You work hard in a demanding profession. Our personalised financial strategies protect your income, assets, and family. We understand your unique needs—from long hours to high earnings potential—and create custom solutions to match.

Speak to an AMA Financial Planning Adviser Today

Get expert advice that meets your current financial circumstances, lifestyle and accommodates your goals for the future. 

The team at AMA Financial Planning:

  • Specialise in providing advice to healthcare professionals
  • Have over 20 years’ experience in the Financial Planning industry
  • Are licensed and compliant
  • Are Platinum rated by Adviser Ratings (Financial Adviser – Briony Gouldthorp)
  • Offer a no-obligation consultation