Strategic Financial Planning Services for Wealth Management and Protection
Building a financially independent future begins by understanding your current position. Let us help you become the master of your domain.
Our specialist team assists clients to identify and target their desired goals, helping to build a roadmap with timeframes to guide you on your journey. We can develop financial strategies tailored to your short, medium and long-term financial goals, and conduct regular reviews to ensure your strategy is on course.
Financial Advice from Experienced Professionals
AMD’s wealth accountants are trained professionals who possess in-depth knowledge and understanding of financial planning, tax laws, and regulations. They can provide personalized advice and solutions to help you build wealth effectively.
We have access to a wide range of financial advisory services, including investments, insurance, and other wealth-building tools, that they can recommend based on your specific goals. provide an unbiased and objective perspective on your financial situation, which can be helpful in making informed decisions about your finances.
Wealth Management Strategies from Certified Financial Planners
Our wealth accountants and financial advisors can provide a variety of services to help clients build wealth. Some common services provided by accountants include:
Budgeting and cash flow management: We can help clients create a budget and manage their cash flow, which can be crucial in building wealth over time.
Financial reporting: We can help you keep track of your financial data, prepare financial statements, and provide you with a comprehensive picture of your financial health.
Tax planning: We can help clients minimize their tax liability and maximize their wealth by providing tax planning and compliance services and ensuring that you are taking advantage of all available tax deductions and credits.
Risk management: We can help clients assess and manage financial risk, including the risk of loss of income or assets.
Business planning: For business owners, our wealth accountants can provide services such as business planning, including cashflow forecasting and analysis, to help the business grow and achieve financial success.
As a license holder of Politis Investment Strategies, we can also provide clients with a professionally managed investment solution. However, protecting your wealth is just as important as a wealth creation plan, which is why we can provide strategic insurance advice to ensure an adequate level of protection is provided to you and your family against life’s unexpected events.
Talk to us today about how we can help you reach financial independence: firstname.lastname@example.org
Our Wealth Services include:
- Strategic Financial Planning
- Financial advice
- Investment Solutions
- Wealth Protection
- Wealth Management
- Cashflow Forecasts
By working with a wealth accountant or financial advisor at AMD, you can receive personalized financial planning advice tailored to your unique situation. Our expert team will strive to help you achieve your wealth-building goals.
AMD Wealth Pty Ltd t/as AMD Wealth is a Corporate Authorised Representative of Politis Investment Strategies Pty Ltd ABN 71 106 823 241, an Australian Financial Service Licence holder, No. 253125. The Financial Planners of AMD Wealth Pty Ltd t/as AMD Wealth provide financial advice as an Authorised Representative of Politis Investment Strategies Pty Ltd. Politis Investment Strategies Head Office Location 1st Floor, NCYC Commercial Centre, 91 Hannell Street, Wickham NSW 2293