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 60 years combined experience in financial advice, our 3 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.
Can you use your pension to retire debt free?
Can you use your pension to retire debt free? Perhaps you’re considering options for how to reduce your debt before retiring. Well, one option may be to use your pension...
Read More "Can you use your pension to retire debt free?"
Five reasons why the Australian dollar is likely to resume its upswing over the next 12 months | AMP Capital
Five reasons why the Australian dollar is likely to resume its upswing over the next 12 months   Key Points Since its February high of around $US0.80 the $A the...
Read More "Five reasons why the Australian dollar is likely to resume its upswing over the next 12 months | AMP Capital"
An introduction to ‘ethical investing’ | Money & Life
An introduction to ‘ethical investing’ Growing concern about a range of environmental and social issues is fuelling a rise in ethical investing in Australia. Here’s a look at this fast...
Read More "<div>An introduction to ‘ethical investing’ | Money & Life</div>"
The Work Test And Work Test Exemption Explained
The work test and work test exemption explained If you’re aged 67 to 74 and want to make voluntary super contributions, you must meet a work test, unless you qualify...
Read More "The Work Test And Work Test Exemption Explained"
Should you use property to fund your retirement?
Should you use property to fund your retirement? While property may seem like a good way to build – and hold – wealth, is it actually possible to use it...
Read More "Should you use property to fund your retirement?"
Market Update 10 September | AMP Capital
Market Update 10 September Investment markets and key developments over the past week Global shares were mixed over the last week. US and European shares fell on concerns about the growth...
Read More "Market Update 10 September | AMP Capital"
Market Update 03 September | AMP Capital
Market Update 03 September Investment markets and key developments over the past week Global share markets saw continuing gains over the past week helped by expectations that the Delta outbreak...
Read More "Market Update 03 September | AMP Capital"
Four key risks to consider for a comfortable retirement | AMP Capital
Four key risks to consider for a comfortable retirement Sometimes saving for retirement is the easy part, it’s how to manage risks when one approaches or enters retirement that can...
Read More "Four key risks to consider for a comfortable retirement | AMP Capital"
Market Update 27 August | AMP Capital
Market Update 27 August Investment markets and key developments over the past week Global share markets rebounded over the last week with US shares making a new record high helped...
Read More "Market Update 27 August | AMP Capital"
China’s growth slowdown and regulatory crackdown – what does it mean for China’s growth outlook? | AMP Capital
China’s growth slowdown and regulatory crackdown – what does it mean for China’s growth outlook? Key Points China is seeing a regulatory crackdown on tech companies, the property sector and...
Read More "China’s growth slowdown and regulatory crackdown – what does it mean for China’s growth outlook? | AMP Capital"
Should I still change jobs despite COVID-19? | Money & Life
Should I still change jobs despite COVID-19? With pandemic lockdowns in place across much of the country, is now still a good time to look for a new job? After...
Read More "<div>Should I still change jobs despite COVID-19? | Money & Life</div>"
How to negotiate better work perks | Money & Life
How to negotiate better work perks With the COVID-19 pandemic taking hold again, many employers aren’t in a position to hand out pay rises, no matter how hard you’ve worked....
Read More "<div>How to negotiate better work perks | Money & Life</div>"
Six reasons why shares are at or near record levels. But is it sustainable? | AMP Capital
Six reasons why shares are at or near record levels. But is it sustainable? Key Points Bonds and shares often diverge – we saw this a year ago with shares...
Read More "Six reasons why shares are at or near record levels. But is it sustainable? | AMP Capital"
Market Update 13 August | AMP Capital
Market Update 13 August Investment markets and key developments over the past week Global share markets continued to rise over the last week with reopening and earnings optimism offsetting Delta...
Read More "Market Update 13 August | AMP Capital"
Capitalising on the COVID-19 recovery | AMP Capital
Capitalising on the COVID-19 recovery Australia’s strong economic recovery has certainly been interrupted by lockdowns across the country, but despite this short-term pain, we believe the economic momentum following the...
Read More "Capitalising on the COVID-19 recovery | AMP Capital"
Great investment quotes for topsy turvy times | AMP Capital
Great investment quotes for topsy turvy times   Introduction The current environment seems to be one of extreme uncertainty. We have seen a strong economic recovery from last year’s global...
Read More "Great investment quotes for topsy turvy times | AMP Capital"
Market Update 6 August | AMP Capital
Market Update 6 August Investment markets and key developments over the past week Global share markets rose over the last week with US and European shares making a new high...
Read More "Market Update 6 August | AMP Capital"
COVID relief continues for retirees
  COVID relief continues for retirees The Australian Government has extended measures brought in to help retirees through the COVID-19 crisis. Lower minimum income rate… If you hold an account-based...
Read More "COVID relief continues for retirees"
Coronavirus continues to cause havoc globally and in Australia – but here are five reasons for optimism | AMP Capital
Coronavirus continues to cause havoc globally and in Australia – but here are five reasons for optimism Key points The news on coronavirus has been bleak again lately – with...
Read More "Coronavirus continues to cause havoc globally and in Australia – but here are five reasons for optimism | AMP Capital"
Market Update 30 July | AMP Capital
Market Update 30 July   Investment markets and key developments over the past week Despite some concerns about Chinese regulatory tightening early in the week and ongoing worries about coronavirus...
Read More "Market Update 30 July | AMP Capital"
Money worries and your mental health | Money & Life
Money worries and your mental health Worrying about your finances can take a real toll on your mental health. With many people experiencing financial stress this year, we look at...
Read More "<div>Money worries and your mental health | Money & Life</div>"
Speaking up against financial elder abuse | Money & Life
Speaking up against financial elder abuse Australians from all walks of life are being urged to speak up if they suspect they or someone they know are being subjected to...
Read More "<div>Speaking up against financial elder abuse | Money & Life</div>"
How to give your finances a health check | Money & Life
How to give your finances a health check How healthy are your finances? Isn’t it time you put your own financial wellbeing front and centre? You can take control of...
Read More "<div>How to give your finances a health check | Money & Life</div>"
Tax deductible donations: Get the most out of giving back | Money & Life
Tax deductible donations: Get the most out of giving back Giving to charity can be a great way to help others and give your tax return a boost, but not...
Read More "<div>Tax deductible donations: Get the most out of giving back | Money & Life</div>"
The new COVID-19 relief schemes explained
The new COVID-19 relief schemes explained As we navigate more COVID-19 lockdowns across Australia, here’s a guide to the main benefits you may be entitled to from the government, state...
Read More "The new COVID-19 relief schemes explained"
Market Update 23 July [ AMP Capital
Market Update 23 July Investment markets and key developments over the past week Share market indexes mostly managed to look through coronavirus concerns over the last week and rebound helped...
Read More "Market Update 23 July [ AMP Capital"
Oliver’s Insights – Nine common mistakes investors make
Nine common mistakes investors make Key points Many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong. As a result,...
Read More "<div>Oliver’s Insights – Nine common mistakes investors make</div>"

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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.”