
Our Services

Amplify Financial Planning offers tailored financial planning services to help you achieve your financial goals.
If you need personal insurance, investment advice, retirement planning, or want to optimise your superannuation, we can design a personalised strategy and provide customised recommendations to establish a financial plan that meets your requirements.
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Find out more about our services below.
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Life Insurance
Life can be unpredictable, but having the appropriate life insurance plan can provide you with peace of mind. Planning ahead allows you to protect yourself and your loved ones from life's unexpected events. When it comes to life insurance, everyone has unique requirements. Amplify Financial Planning provides tailored life insurance solutions to match your situation and help you to safeguard your family's future.
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Income Protection
Your capacity to generate income is your most valuable asset. Income Protection provides assurance that you will be covered in case of temporary or permanent illnesses or injuries. Income protection provides you with monthly payments if you're unable to work due to health issues or injuries. By sustaining a steady household income, income protection enables you and your family to manage expenses even when you're not working. This relieves financial stress, allowing you to concentrate on recovering.
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TPD Insurance
Total and Permanent Disability (TPD) insurance provides cover if you were to become totally and permanently disabled due to illness or injury and subsequently unable to work. TPD insurance provides you with a lump sum payment, giving you the means to access medical and rehabilitation treatment. We offer a full needs analysis to determine your required levels of cover. TPD insurance can also be bundled with Life Insurance for lower premiums.

Trauma Insurance
Trauma insurance, also called 'critical illness' or 'recovery insurance' pays a lump sum amount if you suffer a critical illness or serious injury. This includes cancer, a heart condition, major head injury or stroke. Trauma Insurance can give you the comfort of knowing you can access medical treatment, pay for rehabilitation, and even cut back at work to concentrate on your recovery.
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Superannuation
Superannuation is a tax-effective vehicle to build adequate resources to meet your desired lifestyle in retirement. Amplify Financial Planning will work with you to determine your ultimate retirement goals, asses your contribution capacity, make recommendations for maximising your investment growth based on your investor risk tolerance.

Retirement Planning
Whilst in the transition from the workforce to retirement can be a rewarding stage of our lives, for many the change is overwhelming. Amplify Financial Planning structure your affairs so that the challenge of retirement becomes an opportunity.

Estate Planning
You have worked hard to accumulate the assets that form part of your estate and to grow your wealth tax-effectively. Amplify Financial Planning will help protect your family and loved ones to minimise taxation upon transfer of assets in a legal and logical manner upon your death.

Investments
We can help you develop an investment strategy to help meet your goals now and into the future. Our services encompass goal-setting, strategy development, portfolio implementation, and continuous monitoring. This comprehensive approach aims to optimise your investments in line with your long-term objectives.

Cash Flow Advice
Having a financial adviser determine how to best allocate your surplus income each month will allow you to achieve your goals and retire sooner. We will help you achieve this through detailed calculations of various options to determine how much should be used to contribute to super, pay down debt, invest outside super or a combination of one or more of these.
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Centrelink & Social
Security
Australia is known for having one of the leading social security systems in the world. When planning your financial future, it is essential to determine if you meet the criteria for government benefits and allowances designed for individuals and families. At Amplify Financial Planning, we are here to assist you in determining your entitlements and to help you navigate the eligibility requirements.