Wealth Report

Get your COMPLIMENTARY AMA Financial Planning Wealth Report

Do you know how financially fit you are?

Would an understanding of your current financial position help you achieve your financial goals?

In just 15 minutes, you can gain valuable insights by creating your own obligation and cost free, personalised Wealth Report that helps you unlock the answers to:

  • How do my finances stack up?
  • How am I tracking towards my goals?
  • How long will my money last?
  • Should I own or rent? What is the impact of my current living situation on my net worth?
  • What risks should I consider?
  • Etc, etc


If you would like to discuss how the Wealth Report works or any aspects of the report, feel free to call

AMA on 1800 262 346 for a no obligation chat.

Make the most of your appointment

Your Annual Review

Complete your Fact Find

Signing your Fact Find