Built for Serious Advice Businesses

Financial Planning & Personal Insurance

Built for Advice Professionals

At AMAFA, we help advisers succeed – for their clients and for themselves. Whether you’re a holistic financial planner or a risk specialist, we provide the tools, support and…

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Mortgage Broking

Established or Aspiring

Whether you’re an experienced mortgage broker or adding lending to your advice business, AMAFA provides the structure, support and confidence to help you grow.

Explore the Platform →

Financial Planning & Personal Insurance

Built for Advice Professionals

At AMAFA, we help advisers succeed – for their clients and for themselves. Whether you’re a holistic financial planner or a risk specialist, we provide the tools, support and…

Explore the Platform →

Mortgage Broking

Established or Aspiring

Whether you’re an experienced mortgage broker or adding lending to your advice business, AMAFA provides the structure, support and confidence to help you grow.

Explore the Platform →

Core systems are included as part of our model.

We do not mandate a single technology solution. Advisers are free to select the platforms and tools that best fit their business, ensuring operational flexibility and efficiency.

AMAFA Bespoke Platforms at No Additional Cost

AMAFA provides advisers with complimentary access to key in-house systems as part of our model, while never mandating a single technology solution. You remain free to choose the platforms and tools that best suit your business, ensuring operational flexibility, efficiency and control over how your practice runs.

One Ecosystem. Built for Advisers.

MainstayPLUS

Central Advice Hub

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DiscoveryDocs

Streamlined Fact-Finding

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AMAFAConnect

Client Marketing

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RevenuePlus

Revenue Tracking

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Mainstay

Central Advice Hub

DiscoveryDocs

Streamlined Fact-Finding

AMAFAConnect

Client Marketing

RevenuePlus

Revenue Tracking

Research & Modelling Suite

At No Additional Cost

Paraplanning Support


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Integrated Staff Support

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Paraplanning Support
Offshore VA Support

Thinking of Changing Licensees? Your Questions Answered

Switching AFSL is a significant decision. This FAQ outlines what to expect, how the transition is managed, and how we safeguard your clients, revenue and operations throughout the process.