Tools

Financial Planning

Financial Planning

How we can help you?

 

5 Minute Financial Health Check

5 Minute Financial Health Check

A lot of people aren’t really sure where their finances stand at the best of times. That’s why we have a 5 Minute Health Check to help people get a clearer picture, one that will enable them to make more informed decisions about what to do next with their money.

 

About You

About You

Complete our ‘About You Questionnaire’ to help provide insight into your current financial position.

 

Changes

Changes

Complete our ‘Changes Questionnaire’ to let us know of any changes in your life that should be considered in your existing Financial Plan​

 

Estate Planning

Estate Planning

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.

 

MAP Super Client Login

MAP Super Client Login

Get a Quote!

Obtain a quote by completing our quick online form or call 1800 262 346

1800 AMA FIN (1800 262 346) or (08)9273 3077 insurance@amainsurance.com.au