AMA Financial Services

AMA FINANCIAL SERVICES

We offer a range of financial services to help you plan for your future, and to protect you and your family. Whatever your situation, whatever your needs, we have the services and skills to help.

Our services include wealth creation, retirement planning, wealth protection, superannuation and estate planning.

Exclusive ADAWA Member Benefits:

• Free financial health checks with an accredited AMA Financial Adviser.
• Free online personalised Wealth Report to help you better understand your current financial position.
• Access to free or discounted financial seminars and webinars.
• 5% discount on the development of a comprehensive financial plan.
• 5% off the fee associated with our ongoing (advice) service program.

A.M.A.Services (WA) Pty Ltd ABN 47 008 671 458 trading as AMA Financial Services is a Corporate Authorised Representative of Consultum Financial Advisers Pty Ltd. ABN 65 006 373 995 l AFSL 230323. Amacis Pty Ltd T/As AMA Insurance Brokers ABN40064488106 | AFSL 235312 AMA Finance Brokers Australian Credit Licence 389087The information (including taxation) is general in nature and may not be relevant to your individual circumstances. You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) before making any decision to acquire a product.

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AMA FINANCE BROKERS

If you are buying a house or taking out a loan, there are hundreds of loans to choose from and lots of lenders. Our mortgage and finance brokers will work closely with you to understand your individual goals and needs, so you can choose the right loan for your circumstances.

It’s our job to make financing your investment easy for you. Choose how you wish to meet with us – via video call, phone, face to face or email.

Digital processing means you can sign forms from your laptop, and you can always callus if you need a hand.

Exclusive ADAWA Member Benefits:

• ADA WA members are eligible to receive up to $2K cash back^ on top of the cash back offer from the bank or lender (if eligible) on home loans successfully settled between 1 Jan 2024 and 31 Dec 2024.
• No brokerage fees charged. All profits go back to members.
• Access to free or discounted mortgage broking seminars and webinars.

^For T&C’s visit www.amafinance.com.au/home-loans/cashback-offer. Refer to the bank or lender cash back terms & conditions. +Refer a friend T&C’s visitwww.amafinance.com.au/refer-a-friend.

AMA INSURANCE BROKERS

We understand that time is a precious resource and we’re here to help make your life easier. As part of the AMA, we understand your profession. We’ll help you navigate the world of insurance, whether it’s professional, personal or lifestyle related.

Our services include insurance for business, practice indemnity, public liability, management liability, cyber, legal expenses, boats, motor vehicles, home, landlords and more.

We’ll make sure you’re covered right.

Exclusive ADAWA Member Benefits:

• $100 voucher per ADA WA member for any new policies for Dental Practice Business Insurance, Management Liability, Cyber Insurance, Machinery and Electronic Equipment Breakdown or Commercial Insurance policies*.
• Access to free or discounted insurance seminars and webinars.

*Terms and conditions apply.