Amplify Wealth Management Pty Ltd - Woolooware, New South Wales

Amplify Wealth Management Pty Ltd

Amplify Wealth Management Pty Ltd is a leading financial services firm based in Woolooware, NSW, Australia. Established in 2010, the company has grown to become one of the most trusted names in wealth management, offering a wide range of specialized services to clients across the region.

With a strong focus on personalized service and innovative solutions, Amplify Wealth Management is well-equipped to help clients achieve their financial goals. Their team of experienced professionals includes financial consultants, insurance brokers, investment advisors, and superannuation consultants, all working together to provide comprehensive, tailored solutions.

The company's suite 201/453B Captain Cook Dr location offers a convenient, wheelchair-accessible space for clients to meet with their advisors. Online appointments are also available, ensuring that clients can access the support they need regardless of their schedule or location.

Amplify Wealth Management has earned an impressive 5/5 average rating from their clients, based on 41 reviews. Clients appreciate the company's proactive approach, easy communication, and dedication to their success.

Specialties and Services

• Financial consulting for individuals and businesses
• Insurance brokerage services
• Investment management and planning
• Superannuation consulting and advice

Other Points of Interest

• Wheelchair-accessible entrance and toilet facilities
• Online and on-site appointment options
• Appointment recommended for the best service experience

To learn more about Amplify Wealth Management or schedule an appointment, visit their website at amplifywealth.com.au or call 1300318681.

👍 Reviews of Amplify Wealth Management Pty Ltd

Steve C.

5/5

We were recommended to Tanya from Amplify Wealth by several business owners and have employed her services for a couple of years now. She has helped us sort out our Superannuation, Investment properties and other personal and business matters. She is really easy to communicate with as are her staff. They are also very proactive. Highly recommend her services.

Sam G.

5/5

Amplify Wealth was recommended to me by an ex-work colleague and friend in Sydney. As an expat looking for advice on where to plan ahead for retirement and start accessing my Australian Super, Dan Easton has been incredibly helpful to myself and my sister, who also has Super in Australia though we are now back in the UK. We just needed some pointers to help get us started and Dan so very kindly offered for us to have a Teams Meeting online very late in his day to chat through some of the issues for us to think about... for example, checking whether our funds are able to offer withdrawals to UK accounts, check what ID requirements we may need to meet etc. Dan is friendly and approachable as well as an excellent communicator who perfectly matched the information to the language and technical level we needed, to give us the confidence we needed to make a start on sorting ourselves out. We are so very grateful and the tin of shortbread will be winging its way to Australia very soon!

Veronica M.

5/5

Tanya and her team at Amplify are a fantastic support for our financial planning needs.
They work with us in a professional and caring manner and tailor our ongoing planning to suit all of our requirements.
We feel so lucky to have been introduced to Amplify and highly recommend them to our friends and family.
Thanks for everything Tanya!

Catherine O.

5/5

The Amplify Wealth team have been a fantastic support to my husband and I in moving forward with our Financial Goals. Asking the right questions to help us understand what the next chapter looks like for our family. We can now focus on what is important to us. We are no longer growing our wealth just to have a pile of money when we die, we have a plan to enjoy our hard work and strategically help our kids to live their best lives.

Darrin W.

5/5

Myself and Wife Helen have used Tanya for more than 10 years concerning Financial Advice and Forward Planning matters, We have found Tanya and Her Team to be very professional and helpful in all aspects superannuation and preparation for retirement. We Highly recommend Tanya to anyone who is seeking financial advice

Brittagh L.

5/5

Tanya is our financial moral compass, very lucky to have found her and the Amplify Wealth team. Extremely thorough, professional, and kind.

emma W.

5/5

Tanya is warm, empathic, non-judgmental, engaging, easy to connect with, with knowledge and experience very relevant to my situation. She was able to help me clarify my goals and develop a strategy to support them. I highly recommend her and her team.

Shaktiva C.

5/5

I had a great experience with Tanya and her team at Amplify wealth. Tanya is warm, experienced, knowledgeable, strategic and empathic.
I felt supported throughout and was able to be provided with key pieces of information that I needed at the time. I would highly recommend Tanya and her team.