Financial planning for your prosperity
Take control of your financial future.
We create financial plans to help you simplify your finances and give you peace of mind about your future.
Our Services
Superannuation
We review your superannuation fund and contribution strategy, so that you can enjoy a super balance that reflects your hard work and provides a retirement lifestyle you deserve.
Business Insurance
We review your business insurance needs to help you protect your business. We create an effective risk management strategy and succession plan for your business.
Investment
We have tailored investment options to suit your needs that are easy to understand and help grow your wealth.
Retirement Planning
We give you clarity about what retirement lifestyle you can afford and a plan to help boost your retirement nest egg so you don’t run out of money.
Life Insurance
We review your need for insurance (Life, Total Permanent Disability, Trauma, Income Protection) and recommend quality and affordable cover so that you and your family have financial protection when you need it most.
Self Managed Superannuation
We review your self-managed super fund (SMSF) and Investment strategy to ensure the fund is managed effectively.
Ashley McIntosh
Ash has worked in the financial services industry since 2004 and has completed a Graduate Diploma in Financial Planning.
Ash has been a Financial Planning Business owner since 2005 and has gained extensive knowledge of the Superannuation and Life Insurance Industry .
Ash’s aim is to understand the client’s position, needs and objectives to provide an outcome that enables peace of mind and a clearer vision of their financial future.
See Linkedin for more info and to connect:
email: ash@amlife.com.au
mobile: 0410 604 864
address: Level 3, 3A Davies Road Claremont WA 6010
post: PO Box 6265 Swanbourne WA 6010