We all have goals. We can help you discover your financial potential

When it comes to tackling finances, it can be helpful to have expert support. At AMP Advice, we’re an extension of your professional sphere. We may bring insights that challenge your thinking. Wherever our conversations lead, we listen and work with you to develop a strategy to help you feel confident about your finances.

Your private client adviser will work with you to develop a tailored financial plan and provide ongoing support to make your money working towards your goals.

Plan for a better financial future

We can help you put a plan in place to help get on top of your finances and assist you in reaching your goals.

For example:

  • Simplify your finances
  • Set a budget
  • Fix your cashflow
  • Save for something big
  • Achieve financial independence
  • Buy property

Live the life you deserve

We can help you understand ways to potentially achieve even more.

For example:

  • Grow your super
  • Build wealth
  • Be debt free
  • Protect your assets
  • Manage a redundancy
  • Invest an inheritance
  • Prepare for retirement
  • Have a career gap year
  • Further my education
  • Change in career

Care for others

We may be able to help you support your loved ones while still aiming to reach your goals.

For example:

  • Transfer wealth to the next generation
  • Deal with a life-changing event such as divorce or redundancy
  • Organise aged care
  • Assess insurance needs
  • Invest in the best education
  • Create an inheritance

Live a happy and secure retirement

We can help you put a plan in place that may be able to support the retirement you want.

For example:

  • Retirement living options
  • Retire right
  • Start accessing your super
  • Protect your lifestyle
  • Protect your loved ones
  • Transfer wealth to the next generation

At AMP Advice we’ve helped many Australians by providing personalised and transparent advice. We’re backed up by the scale and strength of the AMP group. Our private client advisers are your gateway to the services, solutions and insights available at AMP and through our network of specialist providers.

Protect and then grow. We provide a disciplined approach

Our investment philosophy is to first protect and then grow our client’s wealth while ensuring transparency of their portfolio.

As part of the AMP group, you will gain access to extensive opportunities, world-class investment capabilities, leading Australian and international managers and specialist advice. Our disciplined approach, broad spectrum of expertise and risk management defines our investment process.

We take a long-term approach to investing that manages the risk without sacrificing the returns. We diversify risk across asset classes, within asset classes, across fund managers and globally, with continued monitoring and maintenance by professional portfolio managers.

We follow a thorough process to help define and implement our client’s investment strategy. Using our in-depth knowledge of markets and investment themes, regular monitoring and maintaining a high duty of care, we work towards preserving your wealth and reaching your goals.

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Important information

AMP Advice is a registered trademark of AMP Limited, licensed to IPAC Securities Limited (ABN 30 008 587 595, AFS Licence No. 234656). IPAC Securities Ltd is a wholly owned subsidiary of the AMP group.

The information on this webpage is provided by ipac Securities Ltd and contains information that is general in nature only. It does not consider your personal circumstances. It’s important you consider your personal financial situation and needs and read the relevant product disclosure statement or by emailing ampadvice@amp.com.au, before deciding what’s right for you.

If you decide to purchase or vary a financial product, your financial adviser, ipac Securities Limited and other companies within the AMP Group may receive fees and other benefits. You can read the Financial Services Guide online for information about AMP Advice’s products and services, including the fees and other benefits AMP Companies and their representatives may receive in relation to products and services provided to you. You can also ask us for a hard copy.

All information on this website is subject to change without notice.