Amplify Wealth Management

Milestones aren’t just about celebrating life’s big moments—they’re also important in financial planning. Each milestone celebration is a chance to pause and plan for your future wealth. To help you make the most of these opportunities, our latest blog explores key financial milestones that apply as you move toward retirement. Read it here: https://lnkd.in/gdc3mvy4

🎧 Don’t miss this rare glimpse into the mindset of a champion on the latest episode of our Money Mind Podcast. In this compelling episode, Tanya Carlson sits down with Grant Hackett OAM, CEO and Managing Director of Generation Life - Outthinking today. They chat about chasing his Olympic dream as a swimmer, why he considers his silver medals as failures, what prompted a career move into the financial services industry, how pain can create action, the advantages of consulting a financial adviser and the rare thing he has in common with Tanya. Listen and subscribe to Money Mind for free wherever you get your podcasts. > https://lnkd.in/ggkMXDWi #mindset #moneymind #champion #amplifywealth #podcast

Have you noticed how podcast listening often pairs with things starting with a "C"? Stay with us—does any of this sound familiar? "I listen to podcasts in my Car." 🚘 "On Saturdays, I listen while I Clean." 🫧 "I’m chilling on the Couch, tuning into my favourite podcast." 🛋️ However you like to listen, we’re thrilled if our Money Mind podcast has made its way onto your playlist. Hosted by Tanya Carlson, our Financial Adviser, Money Mind is a lifestyle podcast that blends money mindfulness with engaging conversations about health, wellbeing, and wealth. Subscribe for free now and never miss an episode! https://lnkd.in/eKSqJDmk

Superannuation: not the most exciting topic, we know. 🥱 But once you dive in, you might be surprised by how powerful it can be when it’s working for you. 😁 Taking care of your super isn’t just about growing your balance—it’s about making smarter choices. From saving on fees and minimising tax to selecting suitable investments, the right strategy can significantly boost your retirement savings. Learn more: www.amplifywealth.com.au.

The share market is often clouded with myths and misinformation. In our latest Money Mindset blog, we tackle common myths—like this one—to help you confidently navigate your investment journey. 🔗 Bust the myths: https://lnkd.in/grQU446U #amplifywealth #sharemarket #sharemarketmyths #mythbusters #moneymindset #indexinvesting #marketefficiency

For people intending to retire, the main factor that will influence their decision about when to retire is financial security.* So what do you need to do to ensure you have enough money for retirement? 🤑 How much is enough? How do you even start to plan? And once you have a plan, how much time should you allocate to managing it? We've got you covered with our eBook: 5 Critical Steps to Enjoy an Awesome Retirement. Get it FREE at www.amplifywealth.com.au * Australian Bureau of Statistics

Starting to think about your financial plans for 2025. Our 'always on' tip... Invest in growth assets What are growth assets? Generally shares and property. Over the long term both these asset classes have performed well and provide capital growth and income. If you can't afford to borrow, consider the share market. Remember investing is always for the long term (7 years +), so you will need patience and discipline to stay the course.

In the latest episode of Money Mind, Tanya Carlson sits down with Risk Strategy Specialist, Adam Crabbe from Zurich to talk all things income protection, the surprising journey that led him into financial services, and the eye-opening impact of his own accident. They also tackle some tough topics, like the alarming stats around suicide, and why protecting your income is so important. Catch the full chat on Money Mind, free to download wherever you get your podcasts and via our website https://lnkd.in/gYiby_fs #MoneyMind #Podcast #MoneyMindPodcast #AustralianPodcast #PodcastHost #Zurich #Risk

🧡 Team Moment And just like that, a week has passed since our Grand Opening event. Thank you to everyone who joined us—we hope you enjoyed the evening as much as we did. A special and heartfelt thank you to the incredible Amplify Wealth team, past and present. This achievement and the upcoming milestone of 10 years in 2025 are testaments to your dedication and contributions along this journey together. #AmplifyWealth #Team #FinancialAdviser #10Years #WooloowareBay

We had a fantastic time celebrating with clients, colleagues, and friends at Amplify Wealth’s new office grand opening at Quest Woolooware Bay last week! 🍾 A special thank you to our Chief Investment Officer, Emmanuel Calligeris, for delivering an insightful Economic Update to our guests. #AmplifyWealth #GrandOpening #Celebrate #WooloowareBay #EconomicUpdate