Financial Planning

Financial freedom concept as a piggy bank hot air balloon lifting a businessman up to success as a wealth management and investment advice metaphor.

  • Risk Management and Insurance Planning  – Managing cash flow risks through sound risk management and insurance techniques
  • Investment and Planning Issues – Planning, creating and managing capital accumulation to generate future capital and cash flows for reinvestment and spending, including managing for risk-adjusted returns and to deal with inflation
  • Retirement Planning  – Planning to ensure financial independence at retirement including superannuation, account-based pension, annuity and investment bond.
  • Tax Planning – Planning for the reduction of tax liabilities and the freeing-up of cash flows for other purposes
  • Estate Planning – Planning for the creation, accumulation, conservation and distribution of assets
  • Cash Flow and Liability Management – Maintaining and enhancing personal cash flows through debt and lifestyle management

Risk , Superannuation and Investment services are provided by AMA Services (WA) Pty Ltd trading as AMA Financial Services . AMA Financial Services is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323

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