Amplify Wealth Management Pty Ltd is a financial planning firm based in Caringbah, Sydney, serving the Sutherland Shire and Greater Sydney areas. The team at Amplify understands the challenges individuals face in balancing family, career, and health commitments while striving for financial success. With a focus on retirement planning, wealth creation, and personal insurance, Amplify Wealth Management aims to help clients achieve their financial goals and navigate life’s financial complexities.
The business is led by Tanya Carlson, a highly accredited Financial Adviser with a passion for superannuation, wealth creation, and personal insurance. Tanya’s expertise and warm, caring nature have earned her a reputation for making complex financial matters easily understood by clients. Supported by a dedicated team including Client Services Manager Julie, Paraplanner Stephanie, and Client Services Coordinator Cooper, Amplify Wealth Management provides tailored financial planning services to meet the unique needs of each client.
With a commitment to understanding clients’ needs and providing ongoing support, Amplify Wealth Management helps individuals, families, and businesses plan for a secure financial future. By offering personalized advice, education on financial matters, and a range of services from retirement planning to asset management, Amplify Wealth Management strives to empower clients to make informed decisions and achieve peace of mind on their financial journey.