Amplify Wealth

Amplify Wealth Financial planning is appropriate at all life stages. Whether you are starting out or starting over, Financial planning is appropriate at all your life stages.

Whether you are starting out or starting over, setting up strong financial foundations is essential to be in a position to build wealth over time and to eventually enjoy financial freedom and independence. In the lead up to retirement many opportunities are available to minimise tax and build your nest egg. It’s never too late or too early to seek advice however the sooner you make informed financ

ial decisions, the sooner you will be on the path to achieving your success! Our services include:
- Wealth Creation
- Investment Management
- Retirement Planning
- Superannuation
- Debt Management
- Life Insurance
- Estate Planning
- Divorce and Separation

It might be the largest sum of money you'll ever receive at one time. Whether it's an inheritance, a divorce settlement,...
23/06/2026

It might be the largest sum of money you'll ever receive at one time. Whether it's an inheritance, a divorce settlement, a redundancy or the sale of a business, the moment is rarely simple. There are emotions to navigate, taxes to understand, and decisions whose consequences will outlast you.​

We recently launched a digital guide that walks through the seven steps to take before anything is done, so you can make decisions with clarity, not urgency.

Download on our website 🔗 https://www.amplifywealth.com.au/inheritance-guide

Halfway through the year is often when the gap starts to show...Not because you’ve made “bad” decisions with money, but ...
19/06/2026

Halfway through the year is often when the gap starts to show...

Not because you’ve made “bad” decisions with money, but because life has been, well, lifing.

Priorities changed. Things became more complex. The plan you thought you had no longer feels clear. And somewhere along the way, money decisions may have started to feel reactive rather than intentional.

That doesn’t mean you’re behind. It may simply mean it’s time to pause, review where you are, and get clearer on where you want to go next.

At Amplify Wealth, we help you understand the bigger picture, make informed decisions, and build a financial plan that actually reflects your life.

So, as we reach the halfway point of 2026, maybe this is your prompt to ask:

Am I where I wanted to be?

And if not, what support would help me move forward?

Trusts. Companies. Investment properties. Goals that don't fit on one line....When an adviser calls your financial situa...
16/06/2026

Trusts. Companies. Investment properties. Goals that don't fit on one line....

When an adviser calls your financial situation "complex," it's not a red flag; it just means there's more to understand and consider.

On our Money Mindset blog, Tanya breaks down the real meaning of "complex" in financial advice, from structures and goals to personal preferences, and why thoughtful support and building a trusted relationship with your adviser make all the difference.

👉 Read the article to learn more. https://www.amplifywealth.com.au/post/are-your-needs-complex

Making sense of money starts with clarity. 💡Our Money Mindset blog brings together more than 100 educational articles to...
12/06/2026

Making sense of money starts with clarity. 💡

Our Money Mindset blog brings together more than 100 educational articles to help you understand investing, prepare for retirement and manage your money with intention.

It’s a space we’ve built to support informed decisions at every stage of life. Explore it here: https://www.amplifywealth.com.au/blog

Division 296, often referred to as the “$3 million super tax”, has created plenty of discussion... and understandably, p...
02/06/2026

Division 296, often referred to as the “$3 million super tax”, has created plenty of discussion... and understandably, plenty of questions too.

While the new rules are aimed at higher super balances, we believe this is something many Australians should still be paying attention to over time, particularly those with strong long-term investment growth or larger SMSF balances.

Importantly, the final legislation differs from the original proposal in a number of key areas, including how earnings are calculated and taxed.

On the Money Mindset blog, we break down:

🔶 What Division 296 is
🔶 Who may be affected now and in future
🔶 What changed from the original proposal
🔶 Why understanding the detail matters before reacting

Visit the Money Mindset blog via our Free Resources menu at amplifywealth.com.au to read more > https://www.amplifywealth.com.au/post/division-296-what-the-new-super-tax-means-and-who-it-affects

If you've recently come into money, here's where to start.It might be the largest sum of money you'll ever receive at on...
27/05/2026

If you've recently come into money, here's where to start.

It might be the largest sum of money you'll ever receive at one time. Whether it's an inheritance, a divorce settlement, a redundancy or the sale of a business, the moment is rarely simple. There are emotions to navigate, taxes to understand, and decisions whose consequences will outlast you.

Half of all inheritances are gone within a few years. Not because the people who receive them are reckless, but because the decisions were made too quickly.

And once those decisions are made, they’re hard to unwind.

Our new guide walks through seven steps to take before anything is done, so you can make decisions with clarity, not urgency.

Download the free ebook on the Amplify Wealth website https://www.amplifywealth.com.au/inheritance-guide

From 1 July 2026, Australia’s superannuation system is set to change in a meaningful way with the introduction of “payda...
21/05/2026

From 1 July 2026, Australia’s superannuation system is set to change in a meaningful way with the introduction of “payday super.” Instead of employers paying super quarterly, super contributions will be paid at the same time as your salary or wages.

On the surface, this sounds like a clear win - and in many ways it is. But for high income earners, particularly those who change jobs during the year, payday super brings some new risks that are worth understanding.

We break down where it gets tricky and what you can do on the Amplify Money Mindset Blog https://www.amplifywealth.com.au/post/payday-super-a-big-change-and-a-hidden-trap-for-high-income-earners

In addition to being an expert Financial Adviser, our Founder, Tanya Carlson, is also the host of our Amplify Wealth pod...
15/05/2026

In addition to being an expert Financial Adviser, our Founder, Tanya Carlson, is also the host of our Amplify Wealth podcast, Money Mind.

Each episode brings Tanya together with special guests to explore money from different angles, from building confidence to navigating life’s transitions, with practical insights you can use. It’s a lifestyle podcast with a bit of money mindfulness thrown in for good measure.

A heartfelt thank you to everyone who has listened, shared, and supported Money Mind so far. Your encouragement helps us keep these conversations going.

You may have also noticed Money Mind has a new look. We hope you love the refreshed podcast cover as much as we do. 🧡

Discover the episodes you’ve missed, check out the new look, and subscribe for free wherever you get your podcasts or via our website > https://www.amplifywealth.com.au/podcast-1

The short answer is: AI can be a powerful tool, but it can’t replace a trusted advice relationship. (phew!)On the Money ...
08/05/2026

The short answer is: AI can be a powerful tool, but it can’t replace a trusted advice relationship. (phew!)

On the Money Mindset blog we break down what AI is really good at, where it falls short and why financial advice is just as much about life as it is the numbers.

Get all the details here https://www.amplifywealth.com.au/post/can-ai-be-your-financial-planner

30/04/2026

Episode 32 of the Money Mind podcast is live. 🎙️

Tanya Carlson sits down with Linh Podetti from Outsourcing Angel for a conversation that goes well beyond business.

From immigrating to Australia at nine, to building a global company, Linh shares what shaped her mindset, the role of discipline and habit building, and why learning to let go through outsourcing can be a turning point for business owners.

They also touch on the reality behind growth. The parts that feel exciting, the parts that feel uncomfortable, and the addictive nature of business itself.

Listen now via our website here https://www.amplifywealth.com.au/podcast-1/episode/206d89e0/linh-podetti-asked-for-a-sip-of-sprite, and subscribe where ever you get your podcasts.

Address

3/155 Denman Avenue
Caringbah, NSW
2229

Opening Hours

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+611300318681

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