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
Out of every five Aussie parents, one will become seriously injured, or die or become seriously ill. Source: http://www.ifsa.com.au/downloads/file… The average mortgage alone in Australia means approximately $1,400 in monthly repayments  Source: http://www.abs.gov.au/ausstats/[email protected]…       Life...

If you’re looking for a home loan, Financial Partners (TAS) is here to help.

If it’s your first home, or if it’s time to renovate, refinance or invest, we’re here to help make it happen.

Why should you use a mortgage broker?  There are lots of good reasons why ……..

We streamline the process.The first step is ………

 Get started with our Free Guides

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.
Welcome to the Spring 2024 edition of Haven – Financial Partners (TAS)
[vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]Do you have some small, overlooked patches of earth at your place that you think are good for nothing? Check out our chat with clever gardeners Kat and...
Read More "Welcome to the Spring 2024 edition of Haven – Financial Partners (TAS)"
Weekly market update 23-08-2024
This weekly market update covers the oncoming signals from Fed at Jackson Hole; payrolls revision is not a big deal in the context of other labour market data; RBA still pushing back on rate cut views; Kamala Harris momentum fading; and more.
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Why super and growth assets like shares really are long term investments
 Download PDF version Why super and growth assets like shares really are long term investments   Key points - While growth assets like shares go through bouts of short-term underperformance...
Read More "Why super and growth assets like shares really are long term investments"
Seven key charts for investors to keep an eye on – where are they now?
 Download PDF version Seven key charts for investors to keep an eye on - where are they now? Key points - Shares have hit a rough patch since recent highs...
Read More "Seven key charts for investors to keep an eye on – where are they now?"
Weekly market update 09-08-2024
This week Dr Shane Oliver discusses the worries about a US recession and how shares remain at high risk of further falls over the next few months, RBA rates on hold and seven reasons why they have peaked and more.
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Recession fears and share market falls – what it means for the RBA and investors?
Recession fears and share market falls - what it means for the RBA and investors?  Download PDF version Key points - The risk of recession is high. - The falls...
Read More "Recession fears and share market falls – what it means for the RBA and investors?"
Weekly market update 12-07-2024
Disinflation resumes in the US, RBNZ pivots = positive signs for the RBA; Australian shares hit record, year end forecast revised to 8100; surge in shipping costs less threatening than 3 yrs ago; and more.
Read More "Weekly market update 12-07-2024"
Monthly Winner for July 2024 – Financial Partners (TAS)
[vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text] Congrats to our July Winner — Matthew wins a $500 Bunnings voucher! We appreciate your feedback, that’s why each month we give our customers who have recently...
Read More "Monthly Winner for July 2024 – Financial Partners (TAS)"
The five reasons why the $A is likely to rise further – if recession is avoided
The five reasons why the $A is likely to rise further - if recession is avoided Key points - After a soft patch since 2021, there is good reason to...
Read More "The five reasons why the $A is likely to rise further – if recession is avoided"
How catch-up concessional contributions work
If you’ve had interrupted income, or just haven’t been in a position to put as much into super as you’d like, catch-up concessional contributions may provide an opportunity to top up at a more convenient time.
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Oliver’s insights – strong investment returns
There has been a wall of worry for investors over the last year but as is often the case share markets climbed it. This resulted in another financial year of strong investment returns in 2023-24. But can it continue?
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Weekly market update 21-06-2024
This week, narrowing US share gains; drip feed of falling global inflation & rates is good sign for RBA; Federal & state governments making the RBA's job harder; the pros & cons of nuclear; and more.
Read More "Weekly market update 21-06-2024"
Econosights – trade war risks with a Trump 2.0 presidency
We recently wrote about the issues surrounding the US election. In this Econosights we look specifically at Trump’s trade policies, which may result in significant downside risk to sharemarkets, in the event of a Trump 2.0 Presidency in 2025.
Read More "Econosights – trade war risks with a Trump 2.0 presidency"
Tax time checklist for property investors
If you have an investment property, here are some tips to help you prepare at tax time
Read More "Tax time checklist for property investors"
Weekly market update 14-06-2024
US shares up on better inflation data, Eurozone shares down after Parliamentary Elections and France election uncertainty, Australian shares still under-performing and more.
Read More "Weekly market update 14-06-2024"
Mortgage versus super – a common dilemma
Are you better off putting extra money into superannuation or the mortgage? Here are some rules you can follow to work out what’s right for you
Read More "Mortgage versus super – a common dilemma"
AMP Harder-working home loans
AMP Harder-working home loans With fast approval times, clever ways to help you pay off your mortgage and access to more money when you need it, AMP home loans work...
Read More "AMP Harder-working home loans"
Hardship assistance, Just ask
Falling behind on repayments can be stressful but you don’t have to go it alone. Reach out to your bank or lender and ‘Just Ask’ for help. Seeking financial hardship...
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What’s capital gains tax and when do you pay it?
 Download PDF version What’s capital gains tax and when do you pay it? Here’s a guide to how CGT works and some ways to minimise your tax burden Capital gains...
Read More "What’s capital gains tax and when do you pay it?"
Super and tax – what’s changing on 1 July 2024
 Download PDF version Super and tax - what’s changing on 1 July 2024 Here’s a quick rundown of the latest law changes They say nothing is certain in life except...
Read More "Super and tax – what’s changing on 1 July 2024"
Cash rate update for May 2024 – Financial Partners (TAS)
[vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]The Reserve Bank of Australia (RBA) has decided to again hold the official cash rate at 4.35%. The decision to maintain the cash rate comes after March 2024...
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Federal Budget October 2024-25 Your wrap up of what this budget means for you.

Federal Budget May 2024-25

 

Our Latest Newsletter 

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 Our Latest Aspirations Winter 2024 Newsletter     

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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

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Richard Bejah CFP®, Dip FP, CIP, AFPA

Principal & Certified Financial Planner®

Profile Summary

Richard Bejah CPF® has been with AMP Financial Planning for 40 years starting in 1982 in Darwin NT (4 years), then onto Gosford NSW (5 years) and then to Launceston 31 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)

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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.

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Whitley Bradford MFinPlanning, BBus, Dip FP

Accredited Mortgage Consultant 

Profile summary

Whitley has been working in the services industry for over 17 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.

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Suzanne Iles ADV Dip FS (FP)

Business Administration Manager & Paraplanner.

Profile summary

Sue has been in the financial planning industry for more than 20 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.

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Dianne Brzeski  

Telephone Services 

Profile summary

Diane has worked in the financial services industry for over 30 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.

 

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