Services

At Amery Partners we have a wide range of services to suit nearly every client. Our scope of skills range from organising finance for your first home to struturing complex long-term financial plans, below you will find our areas of practice

Financial Planning:

  • Superannuation
  • Self Mananged Superannuation
  • Direct and managed investment advice and portfolio management
  • Life Insurance
  • Trauma Insurance
  • Total & Permanent Disablement Insurance
  • Income Protection Insurance
  • Risk Analysis

Commercial Fianance:

  • Commercial Loans
  • Syndicate Finance
  • Mezzanine Finance

Residential Finance:

  • Home Loans
  • Investment Loans
  • Refinancing
  • Equity Release
  • Construction

If you are currently, or are contemplating becoming a client of Amery Partners you will find this Financial Services Guide (FSG) helpful in establishing who we are, what we do, what renumeration we recieve and who we are associated with.

As this FSG is in a Portable Document Format (PDF) you should feel free to retain a copy for your personal reference, please be aware that this is docuemnt is updated on a regular basis so make sure that you have the latest version on hand

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