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, investment mix and contribution strategy to ensure your super grows efficiently and supports the retirement lifestyle you’ve worked hard for.

 

Life Insurance

We review your insurance needs across Life, TPD, Trauma and Income Protection, and recommend affordable, reliable cover so you and your family are financially protected during life’s unexpected moments.

Investment

We develop tailored tax-effective investment strategies that help build long‑term wealth. Our approach keeps things practical, transparent and aligned with your goals.

 

Business Insurance

We review your business insurance needs and develop a tailored risk management strategy to help protect your business from unexpected events. We also assist with succession planning to ensure your business can continue confidently if key people are no longer able to work.

Retirement Planning

We assess your current financial position and devise a plan to maximise your retirement nest egg. Our advice includes tax‑efficient Superannuation and Investment strategies designed to grow your wealth.

 

 
 
 

Ashley McIntosh

With more than 20 years in financial services and a Graduate Diploma in Financial Planning, Ash brings deep knowledge of Superannuation, Wealth creation, Retirement planning and Life insurances.

Ash believes that understanding a client’s financial position, needs and goals is crucial in providing professional advice and achieving positive, long‑term outcomes.

See Linkedin or Facebook 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