We understand the complexities and unique challenges involved with operating a business within the medical industry.
Everything we do, we do with you in mind. Our core principles revolve around your needs as a medical practitioner, consultant, business owner, manager and employer, along with your personal financial security.
Typically, Insurance Broking & Financial Planning companies are owned by Directors & Financial Advisers, with most of their profits being returned to them.
At AMA Insurance & Financial Services, we do not have that conflict of interest. Our Trusted Insurance Brokers & Financial Advisers are salaried employees who are not remunerated through commission systems. This structure ensures we have only our client’s best interests at heart, and act accordingly.
This highly unique organisation-owned structure allows us to return all profits to benefit the Medical Profession – to benefit you and the work you do.
Doctors rank high in terms of perceived honesty and trustworthiness. Being a profession of significant status, it attracts a high income. However, against this background, doctors have relatively high debt and are disproportionately represented in failed financial schemes finding, in some cases, they must reduce their lifestyle during retirement. They require financial advice geared to their specific needs in order for them to be better financially informed.
AMA Insurance Brokers have designed a Medical & Dental practice insurance package to specifically to provide customised protection for Medical, Dental and Health Practices. We are an Insurance Broker who reside within the medical industry and insuring your business and staff – “It’s what we do.”
As businesses rely more on technology, there are a growing number of cyber-attacks every year. In fact, around three in five Australian companies experience a cyber security breach every month.
Estate planning is not all about having a will in place and it is certainly not only for the elderly & wealthy. We can help set up your estate planning no matter what your situation is.
As a parent, your child’s education is one of your biggest and most important investments.
Did you know that there’s a simple, flexible and tax effective way to invest and plan for your child’s education?
They’re called Education Bonds and if your marginal tax rate is greater than 30%, then they’re for you!