AMA Financial Planning Services

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CALL US 1800 262 346
FINANCIAL PLANNINC
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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.
Wealth creation Investment strategies Whatever
your budget, or risk profile, we can work with
you to create an investment strategy that suits
your requirements.
Risk minimisation strategies Do you want to
invest without the risks We can't eliminate that
the risks for you.
but we can create strategies to help minimise

• Tax-effective investing
• When it comes to investing, it is important to
  consider the possible tax implications too. We
  can help create a tax effective strategy for your
  needs.
• Strategic asset allocation
• Looking for a traditional approach to building an
  investment portfolio? We will develop a strategic
  asset allocation portfolio for you, so you don t
  have to.
• Portfolio management
• Managing your investment portfolio on your own
  can be tricky, time consuming and stressful. We
  will build and oversee a selection of investments
  to help meet your long-term financial goals.
• Estate planning
• We will work with you to develop an Estate plan
  to prepare the various tasks that will serve to
  manage your assets and ensure that your family
  and loved ones are cared for in the event of
  incapacitation or death.
• The main reasons to consider an estate plan
  include
• Ease the burden of your family and ensure they
  are properly provided for.
• Reduce estate taxes that will be required to be
  paid by those you leave behind.
• Avoid messy estate disputes among possible
  beneficiaries.
• Help you plan for potential incapacity in the
  future.
• Put your wishes first.
• Charitable giving and business succession can be
  incorporated into an estate plan.
• In addition, we can also provide assistance in
  the areas of Wills, Trusts, Powers of Attorney,
  Guardianship/Directives, Super Death Benefit
  Nominations, and Insurance Nominations.
• Want to find out what your Estate Plan might look
  like? Complete our Estate Planning Questionnaire.

Superannuation
Looking for a superannuation fund created with
medical professionals in minds Then we have the
perfect superannuation fund for you. The IOOF
Superannuation Fund, is administered by the IOOF
group who have a strong history of
providing superannuation solutions to doctors.
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.. . . . . . . . We're able work with you to
create a contribution strategy that improves your
retirement savings base over the medium to long
term. Untaxed/Defined benefit superannuation We
have the experience and knowledge required to
assist with State Government Superannuation
Schemes, whether untamed or defined benefit. We
can help desipn strategies that allow you to take
advantage of the unique features these funds
offer.
Retirement planning
Small business retirement exemptions Do you have
a small business? We can help you utilize CGT
concessions, CGT discounts, to transfer any pain
into superannuation. Transition to
retirement Approaching retirement? We can set up
a Transition to Retirement Pension for you, which
will allow you to draw income from a pension,
even if you are still working. Retirement income
planning When preparing for retirement, it's
important to think about your finances. We can
help you with your long-term financial plan just
ask us how! Maximise Centrelink benefits Are you
receiving Centrelink benefits? We can help you
maximize these Ask us how today!
Wealth protection
Term life insurance Looking for peace of mind in
knowing that your loved ones will be taken care
of, after you've gone? Life Insurance gives you
that peace of mind, whilst ensuring your family
will be adequately protected. Total permanent
disability insurance (TPD) Should you suffer from
an illness or injury, which causes you to become
totally and permanently disabled, TPD cover will
pay you out a lump sum. We can ensure that this
is in line with your needs and requirements. Trau
ma insurance Ever worry that you may be struck
down with cancer or a serious illness? Trauma
Insurance (also known as Critical Illness)
provides you with a lump sum benefit in the event
of a critical condition. Income protection What
would happen if you were unable to work due to
sickness or injury? Would you still get paid? For
most of you the answer is no! Having Income
Protection means that you will be paid up to 7595
of your regular income, even if you are unable to
work due to sickness or injury. Business
insurance Whether you have a small business or a
staff of fifty, there are many different business
insurance options to help you minimise your
business worries.
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