We can be your Financial Partners.

Whether the financial advice you need is for personal or business goals, wealth accumulation, risk management or regulating your cash flow. With well over 50 years combined experience in financial advice, our 2 financial advisers would be pleased to help you with any aspect of your investment, insurance, home loan and pre & post retirement needs. Call us on 03 6343 1007. We provide professional financial advice in your best interest, to help make your picture of tomorrow become reality.
The value of advice
  Have you ever wondered how your family would cope financially if you weren’t around? Life throws some curved balls at us sometimes, usually when we least expect it. That’s why it’s best to seek financial...
Understanding superannuation: your questions answered
  For many Australians, their super will be one of the largest assets they have when they retire, next to the family home. That’s why making choices around your super now can make a big...
Planning your future: Why you need a financial adviser
 Having the chance to take a step back for a moment and look at things from a fresh perspective can be a great advantage, especially when it comes to planning your financial future. When it...
Protecting yourself when times are good
 No one thinks misfortune will happen to them. But meet Sarah. You’ll learn a shocking fact about the likelihood of a financial setback occurring in your family and what she did to help protect herself...

 

 

 

 

 

 

 

 

 

Oliver's Insights and Financial, Lifestyle & Market Updates

Read about what is happening in the financial markets and economic world with Oliver's Insights and weekly market updates from Dr. Shane Oliver & many experienced members of the AMP Capital Investors team. There's more from AMP and the Financial Planning Association's Money & Life where they explore issues regarding Debt & Credit, Family and Life Events, Financial Advice, Work & Retirement, Community and Lifestyle and much more.
Australia’s new Government – what does it mean for investors? | AMP Capital
Australia’s new Government – what does it mean for investors? Key points The absence of significant macro policy differences between the new Labor Government and the Coalition suggests minimal impact...
Read More "Australia’s new Government – what does it mean for investors? | AMP Capital"
Market Update 20 May 2022 | AMP Capital
Market Update 20 May 2022 Investment markets & key developments It was another volatile weak in share markets with worries that rate hikes, cost pressures and Chinese supply disruptions would...
Read More "Market Update 20 May 2022 | AMP Capital"
The falls in share markets this year – the bad news and the good | AMP Capital
The falls in share markets this year – the bad news and the good Key points Share markets remain under pressure from high inflation, rising interest rates and bond yields,...
Read More "The falls in share markets this year – the bad news and the good | AMP Capital"
Econosights: The outlook for Australian wages | AMP Capital
Econosights: The outlook for Australian wages Key points Australian wages growth has been constrained because the supply of labour has increased since the beginning of the pandemic with the labour...
Read More "Econosights: The outlook for Australian wages | AMP Capital"
Market Update 13 May 2022 | AMP Capital
Market Update 13 May 2022 Share markets fell again over the last week with ongoing worries about monetary tightening to combat high inflation driving a possible recession. The plunge in...
Read More "Market Update 13 May 2022 | AMP Capital"
Another five great charts on investing that are very useful in times of uncertainty like the present | AMP Capital
Another five great charts on investing that are very useful in times of uncertainty like the present   Key points Successful investing can be really difficult in times of uncertainty...
Read More "Another five great charts on investing that are very useful in times of uncertainty like the present | AMP Capital"
Is my employer paying me the right super?
Is my employer paying me the right super? Billions of dollars in super contributions go unpaid every year. Here’s how you can find out if you’re getting paid what you’re...
Read More "Is my employer paying me the right super?"
Investment markets and key developments over the past week | AMP Capital
Investment markets and key developments over the past week It was a turbulent week for markets after the US Federal Reserve raised interest rates by 0.5% at its May board...
Read More "Investment markets and key developments over the past week | AMP Capital"
The RBA starts raising rates – how far and how fast? And what does it mean for investors? | AMP Capital
The RBA starts raising rates – how far and how fast? And what does it mean for investors? Key points The RBA has hiked the cash rate by 0.25% taking...
Read More "The RBA starts raising rates – how far and how fast? And what does it mean for investors? | AMP Capital"
How to diversify your investments | Q&AMP
Successful investing is about strategy, knowledge, goal-setting and steady progress. By creating a diversified investment portfolio, you can reduce your risk and take advantage of opportunities across different sectors. Join...
Read More "How to diversify your investments | Q&AMP"
Jobs and inflation to trigger higher rates? | AMP Capital
Jobs and inflation to trigger higher rates?   The labour market is strong, with higher employment levels than pre-COVID, a record participation rate and a low unemployment rate of four...
Read More "Jobs and inflation to trigger higher rates? | AMP Capital"
The 2022 Australian Federal election and investors | AMP Capital
The 2022 Australian Federal election and investors Key points Australian election campaigns tend to result in a period of uncertainty which have seen weak gains on average for shares followed...
Read More "The 2022 Australian Federal election and investors | AMP Capital"
Market Update 22 April 2022 | AMP Capital
Market Update 22 April 2022 Investment markets and key developments over the past week Share markets were mixed over the last week with solid gains initially, helped by strong US...
Read More "Market Update 22 April 2022 | AMP Capital"
Econosights: The RBA, the neutral interest rate and how many hikes to expect | AMP Capital
Econosights: The RBA, the neutral interest rate and how many hikes to expect Key points Inflation is running hot around the world, driven by strong goods demand, global shipping and...
Read More "Econosights: The RBA, the neutral interest rate and how many hikes to expect | AMP Capital"
Market Update 8 April 2022 | AMP Capital
Market Update 8 April 2022 Investment markets and key developments over the past week Global share markets fell over the last week mainly on the back of hawkish central banks...
Read More "Market Update 8 April 2022 | AMP Capital"
Five great charts on investing that are particularly useful in times of uncertainty like the present | AMP Capital
Five great charts on investing that are particularly useful in times of uncertainty like the present Key Points Successful investing can be very difficult in times like the present with...
Read More "Five great charts on investing that are particularly useful in times of uncertainty like the present | AMP Capital"
7 Ways to improve your financial health
7 tips to improve your financial wellness What is financial wellness? How you feel, is your wellness. How you feel about your money is your financial wellness. This can be...
Read More "7 Ways to improve your financial health"
Market Update 1 April 2022 | AMP Capital
Market Update 1 April 2022 Investment markets and key developments over the past week It was a mixed week for markets in terms of the economic data and news flow....
Read More "Market Update 1 April 2022 | AMP Capital"
7 tips to reduce your debts before you retire
7 tips to reduce your debts before you retire As your working life draws to a close, your social life and recreational activities don’t have to. If you’re a little...
Read More "7 tips to reduce your debts before you retire"
The 2022-23 Australian Budget – a “magic election pudding” of more spending and lower deficits | AMP Capital
The 2022-23 Australian Budget – a “magic election pudding” of more spending and lower deficits Key Points A budget windfall has allowed both more spending and lower budget deficits, with...
Read More "The 2022-23 Australian Budget – a “magic election pudding” of more spending and lower deficits | AMP Capital"
The US Federal Reserve starts raising interest rates – implications for Australia and investors | AMP Capital
The US Federal Reserve starts raising interest rates – implications for Australia and investors Key Points The Fed has finally joined other central banks in raising interest rates, taking the...
Read More "The US Federal Reserve starts raising interest rates – implications for Australia and investors | AMP Capital"
Market Update 18 March 2022 | AMP Capital
Market Update 18 March 2022 Investment markets and key developments over the past week The past week saw share markets rebound helped by optimism about a peace deal in Ukraine, a...
Read More "Market Update 18 March 2022 | AMP Capital"
Econosights: Europe recession risks– implications from the war in Ukraine | AMP Capital
Econosights: Europe recession risks– implications from the war in Ukraine Key points Eurozone inflation is likely to be well over 6% per annum by mid-year from high commodity prices lifting...
Read More "Econosights: Europe recession risks– implications from the war in Ukraine | AMP Capital"
Market Update 11 March 2022 | AMP Capital
Market Update 11 March 2022 Investment markets and key developments over the past week The past week saw a further escalation in sanctions over the war in Ukraine with now...
Read More "Market Update 11 March 2022 | AMP Capital"
Another energy shock and the threat from higher petrol prices | AMP Capital
Another energy shock and the threat from higher petrol prices Key Points Oil prices have spiked on the anticipation and now reality of restrictions on Russian oil supply from the...
Read More "Another energy shock and the threat from higher petrol prices | AMP Capital"
Econosights: Inflation risks: implications from Russia/Ukraine war and the floods | AMP Capital
Econosights: Inflation risks: implications from Russia/Ukraine war and the floods Key points The Russia/Ukraine war is causing a big rise across many commodity prices including gas, oil, iron ore, coal...
Read More "Econosights: Inflation risks: implications from Russia/Ukraine war and the floods | AMP Capital"

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Financial Partners

 

 

Helping you to design your one of a kind picture of tomorrow

Our financial advisers can partner with you to help you achieve the results you need.

 

 

Meet our team

Richard Bejah

Richard Bejah CFP®, Dip FP, CIP, AFPA

Principal & Certified Financial Planner®

Profile Summary

Richard Bejah CPF® has been with AMP Financial Planning for over 37 years starting in 1982 in Darwin NT (4 years), then onto Gosford NSW (5 years) and then to Launceston 28 years.

For the first five 5 years in Tasmania he was AMP Financial Planning Agency Manager Northern Tasmania based in Launceston, managing over 30 advisers.

Member of the Financial Planning Association of Australia & also Associate of the Australian & New Zealand Institute of Insurance & Finance (The Institute)

For Full details

FinancialPartners (Tas)
Peter Grossman

Peter Grossman Dip FP

Senior Financial Planner & Retirement Planning Specialist 

Profile summary

Peter has been a financial planner since 1998, and specialises in preparing clients for retirement and making the most of their retirement income.

Peter works closely with each and every client to fully understand their goals and motivations, and provides individually tailored financial advice that his clients can feel comfortable about.

Peter holds a Diploma of Financial Planning and has considerable experience dealing with Centrelink.

Outside of work, Peter enjoys spending time with his family as well as fishing, camping and playing in community bands.

For Full details

FinancialPartners (Tas)
Whitley Bradford

Whitley Bradford

MFinPlanning, BBus, Dip FP

Financial Planner & Accredited Mortgage Consultant 

Profile summary

Whitley has been working in the services industry for over 14 years, making her way into financial services in 2012.

She completed her Bachelor of Business in 2012 with the University of Tasmania, and has since gone on to complete her Diploma of Financial Planning and graduated from Griffith University with a Masters of Financial Planning in March 2016. She is now also a sessional lecturer at Griffith University teaching the Masters of Financial Planning course.

Whitley was semi-finalist in the 2018 AFA Female Excellence in Advice Awards!

She specialises in Debt consolidation, Mortgage Broking, Risk and Superannuation for clients with at any level of wealth.

Whitley has a strong desire to empower people; she listens, responds and acts professionally in all her business dealings.

There are few people who can combine depth of intelligence, care, ambition and sensitivity like Whitley.

For Full details

FinancialPartners (Tas)
Suzanne Iles

Suzanne Iles ADV Dip FS (FP)

Business Administration Manager & Paraplanner.

Profile summary

Sue has been in the financial planning industry for more than 18 years.  She started as a Client Services Manager and then moved into financial planning in 2006, after completing her Diploma of Financial Planning. Sue then went on to complete an Advanced Diploma of Financial Planning. Her role now at FinancialPartners is Business Administration Manager & Paraplanner. At FinancialPartners we believe in building a long-term relationship with our clients by listening to their needs and tailoring appropriate solutions to help them achieve their personal, financial and lifestyle goals. Our aim is to provide professional and ethical financial advice. Sue will help us complete our task of looking after our clients in the administration area.

FinancialPartners (Tas)
Dianne Brzeski

Dianne Brzeski  

Telephone Services 

Profile summary

Diane has worked in the financial services industry for over 27 years, joining FinancialPartners (Tas) team in 2013 on a part time basis.

Her role is to contact existing FinancialPartners clients to organise their half yearly or yearly review appointments.

Outside of work Diane is actively involved with Nutrimetics as an area manager / supervisor plus is an active volunteer in the community with various non-profits and charities.

FinancialPartners (Tas)

 

“Our aim is to help you reach your financial and lifestyle goals, even those you once just dreamed about.”