Financial Planning: Help to achieve your goals

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Would you like to make your dream of financial independence a reality?

Magda Betlem CPA has more than 15 years’ experience in accounting and was appointed a director at Walker Wayland AMD in July 2017. She is an SMSF specialist.

Magda Betlem CPA has more than 15 years’ experience in accounting and was appointed a director at Walker Wayland AMD in July 2017. She is an SMSF specialist.

Are you motivated to be in charge of your own time?

Walker Wayland AMD works with local people and businesses to empower them to achieve their financial goals and to set them on a path to financial security and success.

They do this via a range of services that include strategic financial planning, investment solutions and wealth protection.

Walker Wayland AMD provides these services with support from licence-holder Politis Investment Strategies; a financial services dealer group that specialises in licensing tax and accounting professionals throughout Australia to deliver a premium financial planning service.

Strategic Financial Planning: The first step towards building a financially-independent future is to outline your current financial position then together identify your desired goals and timeframes, building the road map to guide your journey.

Walker Wayland AMD will develop financial strategies tailored to your specific circumstances, taking into account your short, medium and long-term financial goals.

Following the initial planning and implementation, there is an ongoing review process to ensure your strategy remains the most appropriate for you now and into the future.

Investment Solutions: Their authorisation with Politis Investment Strategies means AMD Wealth can offer you access to their professionally-managed investment solution.

This investment solution may form an integral part of your wealth creation or retirement planning strategy.

Politis Investment Strategies has a highly-experienced investment committee that oversees a range of professionally-managed portfolios.

Walker Wayland AMD will work with you to determine the most appropriate portfolio to complement your strategy.

Wealth Protection: Protecting your wealth is an important part of your wealth creation plan.

Walker Wayland AMD provides strategic insurance advice to ensure an adequate level of protection is provided to you and your family against life’s unexpected events.

An insurance policy tailored to your circumstances will protect you and your family’s financial wellbeing by ensuring your financial commitments are met in the event of death, disablement or illness.

Walker Wayland AMD has offices in Mandurah and Pinjarra, serving the Peel region.

The team at Walker Wayland AMD lives locally so they know their community.

  • Call (08) 9584 6600.
  • Visit wwamd.com.au