AMA Financial Planning's profile

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 perm...

Small business retirement exemptions Do you have a small business? We can help you utilize CGT concessions, CGT discounts, to transfer any gain 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. Retir...

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 risk? We can't eliminate that completely, but we can create strategies to help minimise the risks for you. Tax-effective investing: When it comes to i...