Wealth creation - AMA Financial Planning in Nedlands, Western Australia
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 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.
Debt management
Manage and repay your debts more effectively, through financial planning and budgeting.
A comprehensive debt management plan will ensure you can:
Make one monthly payment.
Secure lower interest rates.
Increase your credit score over time.
Pay off your debts faster.
