AMA Financial Planning

29/05/2026

📋 Your focus is on patient care. Let us focus on your financial future.
Between demanding schedules and continuous training, setting aside time to manage and protect your wealth can easily fall to the bottom of the to-do list.
But a secure future doesn't happen by accident, it takes a structured approach.
At AMA Financial Planning, we provide the trusted, tailored advice you need to confidently tick every box on your financial checklist. No generic solutions, just a plan built around your unique career milestones.
🔹 AMA (WA) Member? Be sure to ask our team about your exclusive member discounts.
👇 Ready to start checking off your financial goals? Book a confidential consultation with our advisory team today:
📩 [email protected]
🔗 https://amafinancialplanning.com.au/

Disclaimer: The information above 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.

29/10/2025

Join us for an exclusive live webinar featuring guest speaker Dev Raga, renowned for simplifying complex financial concepts.

24/10/2025

✨ Empowering Healthcare Professionals to Plan for Their Financial Future ✨

Today, AMA Financial Planning's Briony Gouldthorp had the pleasure of presenting at St John of God Midland Hospital, joined by guest speaker Brad Zaknich from GESB Super.

Also in attendance was Rob Noble from GESB Super, who supported the session as we explored key areas of financial wellbeing for medical professionals, including:
💰 Cashflow management and debt reduction strategies
📈 Superannuation and investment planning
🛡️ Personal insurance, taxation and estate planning

It was a fantastic opportunity to support healthcare professionals in taking proactive steps towards securing their financial future.

A big thank you to everyone who attended, and to GESB Super for collaborating with us on this informative session.

02/09/2025

📈 Build a Stronger Practice 📈
Medical professionals, are you planning to establish or restructure your private practice？

Join us for the MEDCON Financial and Business Series: Private Practice Essentials - Setup, Structure and Strategy, presented by AMA Financial Services.

Hear from Greg Rouland CA, Client Manager at Hartley Financial, as he shares expert insights on choosing the right business structure, managing cash flow, understanding tax obligations and building long term financial security.

📅 Date: Wednesday, 24 September 2025
📍 Location: AMA (WA), 8-10 Stirling Hwy, Nedlands
💰 FREE for AMA (WA) members and AMA Financial Services clients
💰 $20 + GST for non-members

Spaces are limited. Register now to secure your place.
👉 https://www.eventbrite.com.au/e/medcon-fb-series-private-practice-essentials-setup-structure-strategy-tickets-1629259000529?aff=oddtdtcreator

18/07/2025

There’s still time to register for the next session in the Medcon: Financial and Business Series! Whether you're starting a private practice, already running one, or considering the move, this session is for you.

Private practice offers autonomy and personalised care, but what happens if you can’t work or something unexpected happens?

🎤 Session Highlight:
Join David Glen, National Technical Manager at TAL Insurance, as he shares how to protect your practice with insurance strategies, including buy and sell agreements, key person cover, debt protection, and personal risk planning.

📅 Date: Thursday, 31 July 2025
📍 Location: Online / 8-10 Stirling Hwy, Nedlands
💰 FREE for AMA (WA) members and AMA Financial Services clients
💰 $20 + GST for non-members

👤 About the Speaker:
With over 20 years of experience in tax and strategic advice, David is a Chartered Accountant, solicitor, and trusted expert in the financial services industry.

✅ Includes Q&A, light refreshments, and networking.

🎟️ Register here: https://www.eventbrite.com.au/e/1446100739239?aff=oddtdtcreator

Join us as we discuss the Personal and Practice Protection with guest speaker David Glen, National Technical Manager at TAL insurance

04/07/2025

🔒 Protect What Matters Most 🔒

Medical professionals, are your personal and practice finances protected?

Join us for the MEDCON Financial & Business Series: Personal and Practice Protection presented by AMA Financial Services.

Hear from David Glen, National Technical Manager at TAL Insurance, as he shares expert insights on protecting your personal wealth and practice, ensuring business continuity, and building long-term financial resilience.

📅 Date: Thursday, 31 July 2025
📍 Location: Online / 8-10 Stirling Hwy, Nedlands
💰 FREE for AMA (WA) members and AMA Financial Services clients
💰 $20 + GST for non-members

Spaces are limited. Register now to secure your place.

👉 https://www.eventbrite.com.au/e/medcon-financial-and-business-series-personal-and-practice-protection-tickets-1446100739239?aff=oddtdtcreator

Join us as we discuss the Personal and Practice Protection with guest speaker David Glen, National Technical Manager at TAL insurance

13/06/2025

📍 Presentation Highlight at Fiona Stanley Hospital

Earlier this week, Briony from AMA Financial Planning delivered an insightful session on Financial Management Fundamentals for Consultants Year 1–3 and Senior Registrars at Fiona Stanley Hospital.

💼 Briony shared key strategies on budgeting, wealth planning, and making informed financial decisions—tailored specifically to new consultants.

💡 The session aimed to equip medical professionals with the confidence and tools to take charge of their finances.

Thank you to everyone who joined and contributed to the great discussions!

Australian Medical Association (WA)

07/05/2025

We had an incredible evening at the AMA (WA) headquarters with Paul Bloxham, HSBC's Chief Economist for Australia & New Zealand, who shared his expert analysis of and outlook for the 2025 global economy.

Thank you to everyone who joined us, engaged in the Q&A, and made it a success. Stay tuned for more events in our MEDCON series!

08/04/2025

🌏 What’s next for the global economy in 2025?

Join HSBC Chief Economist Paul Bloxham as he unpacks key economic trends, global market shifts, and what it all means for Australia’s financial future 🇦🇺.

Hosted by AMA Financial Services, this exclusive seminar is part of the Medcon Financial and Business Series.

🗓️ 6 May 2025
🕕 6:00PM–7:00PM (AWST), Registration from 5:30PM
📍 Australian Medical Association (WA), 8–10 Stirling Highway, Nedlands
🥂 Networking & refreshments to follow
🎟️ FREE for AMA Members & Financial Services Clients
💰 $20 (ex GST) for Non-Members
👉 Register now: https://2025globaleconomicoutlook.eventbrite.com.au

Australian Medical Association (WA)

25/02/2025

Thinking about an SMSF? Here’s what you need to know

A Self-managed Superannuation Fund (SMSF) can offer greater control over your retirement savings, allowing for personalised investment strategies and potential cost benefits. However, managing an SMSF requires careful planning, strict compliance with regulations, and a clear investment strategy.

Is an SMSF the right choice for you?
Read More:

Some investors find it satisfying to take a do-it-yourself approach to retirement savings – taking on the responsibility for the growth of their retirement savings in a self-managed superannuation fund (SMSF). While you have total control over how your retirement funds are invested within the conf...