AMA Financial Services

AMA Financial Services


 

Fin Services

 

AMA Financial Services offer an extensive range of insurance products suitable for both personal and business requirements.

 

At AMA Financial Services, we are committed to understanding your financial needs and providing comprehensive and relevant solutions that enable you to make more informed decisions about your financial future.

 

We can discuss your specific personal and financial goals, assess your investor risk profile and devise a strategy tailored to own your circumstances.

 

AMA Financial Services can help you with:

  • Wealth creation.
  • Investment advice and risk management strategies.
  • Wealth protection(Life, Total & Permanent Disability, Trauma and Income Protection insurance)
  • Superannuation – corporate and personal
  • Retirement income and planning.
  • Asset protection
  • Non-superannuation investments, managed funds and insurance bonds

 

The benefits of choosing AMA Financial Services include:

  • The first meeting is free where we get to know you and your needs so we can put together an obligation free quotation.
  • We can work with you .to accumulate long term wealth through careful planning and regular reviews to help maximise your income in retirement so you can enjoy a comfortable lifestyle of your choice.
  • We tailor personal and business insurance solutions to suit your specific circumstances. We are affiliated with AMA Insurance Brokers which has access to all major general insurers. AMA Insurance Brokers can advise you on appropriate general insurance policies at competitive rates.
  • We help clients with the administration surrounding insurance claims.
  • Our staff are employees of AMA Services(WA) Pty Ltd so all fees and commissions charged for services go back to the Australian Medical Association WA Inc for the benefit of all members.
  • AMA(WA) members enjoy discounts on our Financial Planning fees.

 

For more information on how our Financial Planning services can work for you, please call AMA Financial Services on 08 9273 3077/1300 763 766,email us at finservama@amawa.com.au or make an inquiry online at www.amafinancialservices.com.au

 

Please note that our staff members are not commission based and all profits are returned to the AMA to benefit the medical sector.