Services

Wealth

Make your dream of financial independence become a reality!

Are you motivated to be in charge of your own time?

If so, together we can work hand in hand ,empowering you to achieve your financial goals and ensure your goals are met by providing the following services:

  • Strategic Financial Planning
  • Investment Solutions
  • Wealth Protection

AMD Wealth provides this service with the support of license holder Politis Investment Strategies; a Financial Services Dealer Group specialising in licensing Tax and Accounting professionals throughout Australia
to deliver a premium Financial Planning service.

Strategic Financial Planning

Building a financially independent future begins by outlining your current financial position then together identifying your desired goals and time frames building the road map, to guide your journey.

We develop financial strategies, tailored to your circumstances, considering your short, medium and long term financial goals. Following the initial planning and implementation, there is an ongoing review process where AMD Wealth ensures your strategy remains the most appropriate for you into the future.

 

Investment Solution

Our authorisation with Politis Investment Strategies means AMD Wealth is able to offer you access to their professionally managed investment solution. This investment solution may form an integral part of your wealth creation or retirement planning strategy.

Politis Investment Strategies have a highly experienced Investment Committee that oversee a range of professionally managed portfolios. AMD Wealth will work with you to determine the most appropriate portfolio that will compliment your strategy.

Wealth Protection

Protecting your wealth is an important part of your wealth creation plan. We provide strategic insurance advice to ensure the adequate level of protection is provided to you and your family against life’s unexpected events. An insurance policy that has been tailored to your circumstances will protect you and your family’s financial well-being by ensuring your financial commitments are met in the event of death, disablement or illness.

Email: wealth@wwamd.com.au

 

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