- 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