When it comes to managing your finances as a healthcare professional, you face unique challenges—and unique opportunities. That’s where AMA Financial Planning steps in. With over 25 years’ experience advising doctors, dentists and other medical professionals, they’ve developed a tailored approach that understands your world.
Why it matters
In medical careers, income streams, tax circumstances, business structures and risk exposures often differ from many other professionals. AMA Financial Planning offers specialised support for:
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building and protecting your wealth
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navigating superannuation (or pension) options specific to healthcare professionals
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income protection and business-risks inherent to clinical practice
By working with someone who “gets” the medical / healthcare context, you’re more likely to get strategies that make sense for you, rather than generic advice.
What they offer
AMA’s service menu covers major financial-planning pillars:
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Wealth creation — helping you invest and plan for the future in a meaningful way.
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Superannuation — choosing a fund or structuring it to reflect your profession, not just the standard path.
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Retirement planning — mapping what your retirement might look like, and how to prepare financially for it.
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Income and wealth protection — ensuring that if something happens, you and your family still have security.
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Debt management — not simply paying off debt, but aligning asset-investment decisions with debt priorities.
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Estate planning — making sure the business, practice or assets you’ve built are passed on the way you intend.
Why this is a smart move
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Expertise: With a quarter of a century in the field, they bring deep experience in the medical/health sector.
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Tailoring: Their focus is on your specific professional context—your income patterns, business structure, risk areas.
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Comprehensive: They don’t just pick one area—they span wealth building and protection, debt, retirement and legacy.
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Proactive: The presence of resources, guides, “what if” modelling shows they expect clients to plan ahead, not just react.
A few tips before you engage
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Be ready to share your full professional picture (income, business structure, liabilities, goals).
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Ask how their advice is tailored to healthcare professionals specifically—what makes their approach different.
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Clarify fees, conflicts of interest and how recommendations are chosen.
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Keep your long-term goals front and centre (retirement age, practice sale, family security) so the strategy aligns.
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Remember: Financial planning is ongoing—update the plan when your career or business changes.