AMMA works with Accounting Firms and their clients to source investment opportunities that supplement a clients existing investment strategy, a strategy that may have been set with the assistance of a financial planner or established by the investor directly. As AMMA searches for opportunities that are not typically available through most investment houses or easily sourced individually, the AMMA opportunities provide an alternate source of value to investors and our very exclusive group of Accounting Firms across the country. From an Accounting firms perspective it is a great way to provide further value to clients who are looking for more value from their relationships with business advisors such as their Accountants.The process followed is one of introduction or referral whereby Accounting Firms are introducing clients to opportunities so that clients can then decide whether a private investment opportunity is suitably of interest from their individual perspective.

Licensing
AMMA Private Investment is licensed by Lotus Financial Securities who provide a 3rd party approval process for all AMMA endorsed investment opportunities under their Australian Financial Services Licence (number AFSL 306812). AMMA Private Investment has chosen this process of licensing so that every investment project must not only meet the strict AMMA internal due diligence assessment but also must meet an independent party investment analysis and meet their licensing criteria.

AMMA believes this provides an additional level of research and corporate governance that provides greater transparency for investors and Accounting Firms across the country than other investment houses that secure their own licence and can then choose or control the investments that are endorsed under their own license without 3rd party or independent assessment. This method of licensing was highlighted by Accounting Firms across the country as being a more stringent way of AMMA ensuring quality investments are presented to clients. AMMA Private Investment is committed to keeping up to date with current market trends and future market outlooks. The projects and opportunities which AMMA supports and offers to its clients are focused on industries or companies which are in growth sectors.