At AMA Financial Services, we are dedicated to helping dentists and healthcare professionals across Australia make informed financial decisions, simplify complex processes, and achieve their financial goals. Whether you’re looking to secure your financial future, find the right finance, or protect your business, property or person, our team of experts is here to assist you every step of the way.At AMA Financial Services, we are dedicated to helping dentists and healthcare professionals across Australia make informed financial decisions, simplify complex processes, and achieve their financial goals. Whether you’re looking to secure your financial future, find the right finance, or protect your business, property or person, our team of experts is here to assist you every step of the way.
Financial Planning
Taking control of your financial future is crucial, but knowing where to begin can be overwhelming. Our financial planners provide personalised advice tailored to your unique goals, whether you’re managing cashflow, building wealth, planning for retirement, or protecting your finances. We help you navigate the complexities of money management, offering peace of mind and setting you on the path to financial freedom.
AMA Services (WA) Pty Ltd. ABN 47 008 671 458 t/as AMA Financial Planning is an Authorised Representative of Hartley Financial Pty Ltd. ABN 22 124 384 274 | AFSL 480751 an Australian Financial Services Licensee
Mortgage Broking
Navigating the home loan market can be challenging, with numerous products and fluctuating interest rates. Our mortgage brokers simplify the process, doing the legwork to find the best loan for your needs. Whether you’re a first-time homebuyer, refinancing, or looking for a competitive investment loan, our brokers work for you—not the bank—to secure the most appropriate loan; saving you time and potentially money.
AMA Services (WA) Pty Ltd. ABN 47 008 671 458 t/as AMA Financial Planning is an Authorised Representative of Hartley Financial Pty Ltd. ABN 22 124 384 274 | AFSL 480751 an Australian Financial Services Licensee
General Insurance
Running a dental practice involves significant risks, and choosing the right insurance cover is vital. Our insurance brokers develop strategies to protect your practice, manage your policies throughout the year, and guide you through the claims process. With us, you receive ongoing support and personalised advice, ensuring your practice is protected against the unexpected.
AMACIS Pty Ltd trading as AMA Insurance Brokers ABN 40 064 488 106 AFS License No. 235312
Tax and Accounting
Tailored specifically for dental, medical and allied health professionals, AMA Financial Services’ Tax and Accounting team provides expert advice delivered by certified accountants and tax advisors. Whether you own a private practice or are employed on a contractual basis, we ensure your tax obligations are professionally managed, allowing you to focus on patient care.
Consulting
As a dentist, your primary focus is on providing excellent clinical care, but managing a practice also requires effective business strategies. AMA Consulting helps optimise the success of your practice with strategic business planning, HR consulting, recruitment support, and business optimisation advice. We help streamline your operations, allowing you to focus on what matters most—your patients.
