AMA Financial Planning

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...

18/12/2024

Briony from AMA Financial Planning recently had the privilege of delivering a presentation on “Financial Services: Money Matters for JMOs” at St John of God Midland.

The presentation addressed essential topics such as financial literacy, wealth management, and planning for a secure financial future. It was a pleasure to engage with attendees during the discussion and provide guidance to help them make informed decisions about their financial well-being.

Thank you to St John of God Midland Hospital for the opportunity to support its medical professionals in achieving their financial goals.

16/12/2024

The AMA Wealth and AMA Financial Planning had the pleasure of visiting Royal Perth Hospital and meeting with JMOs to discuss key aspects of lending and financial planning. We appreciated the opportunity to provide valuable guidance tailored to the needs of medical professionals.

Supporting medical professionals as they navigate their careers is at the heart of what we do, and we look forward to continuing these meaningful conversations.

09/12/2024

Briony from AMA Financial Planning recently presented at the Consultants Fundamentals Symposium, focusing on Financial Management for new consultants.

Our session aimed to equip attendees with practical strategies to manage their finances effectively as they transition into an advanced stage of their medical careers.

We’re proud to support the financial well-being of medical professionals and thank Fiona Stanley Hospital for the opportunity to contribute to this important symposium.

Australian Medical Association (WA)