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AMA Financial Planning - Services

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.

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AMA Financial Planning - Services

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  1. BookNow CALLUS 1800262346 EMAILUS FINANCIALPLANNINC services Weofferanextensiverangeoffinancialplanningservicestoassistyouinplanningforyourfutureandprotectingyouand yourfamilyWhateveryoursituation,whateveryourrequirements,wehavetheservicesandtheskillstoassistyou. Wealthcreation Investmentstrategies Whateveryourbudget,orriskprofile,wecanworkwithyoutocreateaninvestmentstrategythat suitsyourrequirements. Riskminimisationstrategies DoyouwanttoinvestwithouttherisksWecan'teliminatethattherisksforyou. butwecancreatestrategiestohelpminimise • Tax-effectiveinvesting • Whenitcomestoinvesting,itisimportanttoconsiderthe possibletaximplicationstoo.Wecanhelpcreateataxeffectivestrategyfor yourneeds. • Strategicassetallocation • Lookingforatraditionalapproachtobuildinganinvestmentportfolio?Wewilldevelopastrategicassetallocationportfolioforyou,soyoudont haveto. • Portfoliomanagement • Managingyourinvestmentportfolioonyourowncanbetricky,timeconsumingandstressful.Wewillbuildandoverseeaselectionofinvestmentstohelpmeetyourlong-termfinancialgoals. • Estate planning • WewillworkwithyoutodevelopanEstateplantopreparethevarioustasksthatwillservetomanageyourassetsandensurethatyourfamilyandlovedonesarecaredforintheeventofincapacitationordeath. • Themainreasonstoconsideranestateplaninclude: • Easetheburdenofyourfamilyandensuretheyareproperlyprovidedfor. • Reduceestatetaxesthatwillberequiredtobepaidbythoseyouleavebehind. • Avoidmessyestatedisputesamongpossiblebeneficiaries. • Helpyouplanforpotentialincapacityin thefuture. • Putyourwishesfirst. • Charitablegivingandbusinesssuccessioncanbeincorporatedintoanestateplan. • Inaddition,wecanalsoprovideassistancein theareasofWills,Trusts,PowersofAttorney,Guardianship/Directives,SuperDeathBenefitNominations,andInsuranceNominations. • WanttofindoutwhatyourEstatePlanmightlooklike?CompleteourEstatePlanningQuestionnaire. • Debtmanagement • Manageandrepayyourdebtsmoreeffectively,throughfinancialplanningandbudgeting. • Acomprehensivedebtmanagementplanwillensureyoucan: • Makeonemonthlypayment. • Securelowerinterestrates. • Increaseyourcreditscoreovertime. • Payoffyourdebtsfaster. Superannuation Lookingforasuperannuationfundcreatedwithmedicalprofessionalsinminds—Thenwehavetheperfectsuperannuationfundforyou. TheIOOFSuperannuation Fund,isadministeredbytheIOOFgroupwhohaveastronghistoryofproviding superannuationsolutionstodoctors.

  2. .... ..... We'reableworkwithyoutocreateacontributionstrategythatimprovesyourretirementsavingsbaseoverthemediumto longterm. Untaxed/Definedbenefitsuperannuation Wehavetheexperienceandknowledgerequiredto assistwithStateGovernmentSuperannuationSchemes,whetheruntamedordefinedbenefit. Wecanhelpdesipnstrategiesthatallowyoutotakeadvantageoftheuniquefeaturesthesefunds offer. Retirementplanning Smallbusinessretirementexemptions Doyouhaveasmallbusiness?WecanhelpyouutilizeCGTconcessions,CGTdiscounts,totransferanypainintosuperannuation. Transitiontoretirement Approachingretirement?WecansetupaTransitiontoRetirementPensionfor you,whichwillallowyoutodrawincomefromapension,evenifyouarestillworking. Retirementincome planning Whenpreparingforretirement,it'simportanttothinkaboutyourfinances.Wecanhelpyouwithyourlong-termfinancialplan—justaskushow! MaximiseCentrelinkbenefits AreyoureceivingCentrelinkbenefits?WecanhelpyoumaximizetheseAskushowtoday! Wealthprotection Termlifeinsurance Lookingforpeaceofmindinknowingthatyourlovedoneswillbetakencareof,afteryou'vegone?LifeInsurancegivesyouthatpeaceofmind,whilstensuringyourfamilywillbeadequatelyprotected. Total&permanentdisabilityinsurance(TPD) Shouldyousufferfromanillnessorinjury,whichcausesyoutobecometotallyandpermanentlydisabled,TPDcoverwillpayyououtalumpsum.Wecanensurethatthisisinlinewithyourneedsandrequirements. Traumainsurance Everworrythatyoumaybestruckdownwithcanceroraseriousillness?TraumaInsurance(alsoknownasCriticalIllness)providesyouwithalumpsumbenefitintheeventofacriticalcondition. Income protection Whatwouldhappenifyouwereunabletoworkdue tosicknessorinjury?Wouldyoustillgetpaid?Formostofyoutheanswerisno!HavingIncomeProtectionmeansthatyouwillbepaidupto7595ofyourregularincome,evenifyouareunabletoworkduetosicknessorinjury. Business insurance Whetheryouhaveasmallbusinessor astaffoffifty,therearemanydifferentbusinessinsuranceoptionstohelpyouminimiseyourbusinessworries.

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