Welcome..... We can be your Financial Partners, call us on 03 6343 1007.

Whether the financial advice you need is for personal or business goals, wealth accumulation, risk management or regulating your cash flow. With well over 75 years combined experience in financial planning, our 5 financial planners would be pleased to help you with any aspect of your investment, insurance home loan and pre & post retirement needs. 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 planner
 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 world with Oliver's Insights and weekly market updates, which are regular updates from Dr. Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital Investors. Explore the latest issues regarding financial markets, lifestyle and the economy.
Postgraduate education: Is it worth it?
Postgraduate education: Is it worth it? So you’ve finished your degree - now what? With more Australians taking time to study for longer,find out if...
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Telcos no place to find sustainable dividends in future
Telcos no place to find sustainable dividends in future Australia’s telecoms stocks have recently suffered a stretch that I could only describe as horrible, amid...
Read More "Telcos no place to find sustainable dividends in future"
Weekly Market Update 22 June 2018
Weekly Market Update 22 June 2018 Investment markets and key developments over the past week The past week saw geopolitics continue to cause gyrations in...
Read More "Weekly Market Update 22 June 2018"
Superannuation and separation: Who keeps the money?
Superannuation and separation: Who keeps the money? Depending on the situation, you might get some of your ex-partner’s super, or they may get some of...
Read More "Superannuation and separation: Who keeps the money?"
Trade war risks are escalating – but a negotiated solution remains most likely
Trade war risks are escalating – but a negotiated solution remains most likely Key Points US actions in recent weeks have increased the risk of...
Read More "Trade war risks are escalating – but a negotiated solution remains most likely"
Watch out for tax scams
Watch out for tax scams The end of the financial year will likely bring the usual wave of scams. Here’s what to watch for. The...
Read More "Watch out for tax scams"
Should I buy or rent? (Video)
Should I buy or rent? (Video)  Louise Lakomy CFP® Louise has a wide range of experience and depth of knowledge in all facets of...
Read More "Should I buy or rent? (Video)"
Are you entitled to a tax deduction on personal super contributions?
Are you entitled to a tax deduction on personal super contributions? This financial year is the first time that employees can claim a tax deduction...
Read More "Are you entitled to a tax deduction on personal super contributions?"
Putting the global “debt bomb” in perspective – seven reasons to be alert but not alarmed
Putting the global “debt bomb” in perspective – seven reasons to be alert but not alarmed Key Points Global debt levels have reached new records....
Read More "Putting the global “debt bomb” in perspective – seven reasons to be alert but not alarmed"
What it means to retire and live the dream
What it means to retire and live the dream When you’re no longer working and chasing dollars, you may have a different perspective on what...
Read More "What it means to retire and live the dream"
Weekly Market Update 15 June 2018
Investment markets and key developments over the past week The past week saw most share markets gain as strong US data more than offset worries about...
Read More "Weekly Market Update 15 June 2018"
The many risks of gearing
The many risks of gearing If you are you borrowing money to invest, or considering it, it’s important to ensure you aware of the many...
Read More "The many risks of gearing"
Impact Investing: Making money from making the world a better place
Impact Investing: Making money from making the world a better place Client expectations of the environmental, social and governance (ESG) impacts of Australian companies in...
Read More "Impact Investing: Making money from making the world a better place"
5 things you should know about Bitcoin
5 things you should know about Bitcoin If you have the technology needed to read this article, you’ve probably heard a lot about Bitcoin. Perhaps...
Read More "5 things you should know about Bitcoin"
What can I do in my 30s to prepare for the future? (Video)
What can I do in my 30s to prepare for the future? (Video)  Louise Lakomy CFP® Louise has a wide range of experience and...
Read More "What can I do in my 30s to prepare for the future? (Video)"
Time for your next pay rise?
Time for your next pay rise? It’s important to get paid what you’re worth, for your self-esteem and your bank balance too. Find out what’s...
Read More "Time for your next pay rise?"
Structural flaws in the super system are losing Australians billions of dollars
Structural flaws in the super system are losing Australians billions of dollars The Productivity Commission has recommended sweeping changes to the superannuation system, highlighting key...
Read More "Structural flaws in the super system are losing Australians billions of dollars"
How global trends are creating infrastructure opportunities
How global trends are creating infrastructure opportunities Infrastructure investing is changing fast as evolving global trends throw up new opportunities. The rise of emerging Asian...
Read More "How global trends are creating infrastructure opportunities"
How to save money by reviewing your providers
How to save money by reviewing your providers Review your utility and other service providers regularly to make sure you’re getting the best deal. I’m...
Read More "How to save money by reviewing your providers"
How are Australia’s states and territories tracking?
How are Australia’s states and territories tracking? An end to the fall in mining investment is helping to stabilise growth in Australia’s mining states and...
Read More "How are Australia’s states and territories tracking?"

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, see our education fact sheets below for some great information.
Six traits of Australians living the dream
Six traits of Australians living the dream Almost one in four Australians (23%) believe they are definitely or mostly ‘living the dream’, according to recent research from the Financial Planning Association.iHere are six traits that have helped them to achieve their dreams. 1. Strong personal habits Australians living the dream are family oriented, spending more quality time with their family during the week than the average Australian. And they’re five...
Read More.... Download PDF "Six traits of Australians living the dream"
Growing your wealth
Growing your wealth What is gearing? In simple terms, gearing is borrowing money to invest. The investment could be in direct shares or managed investments, such as an equity trust, balanced fund or property.... Read More>>>   Download the free PDF file
Read More.... Download PDF "Growing your wealth"
Managing your money
Managing your money What is a budget? A budget is a plan that works out how you will manage your income and expenses. Maintaining a budget is a powerful way to control your money....   Read More>>>   Download the free PDF file
Read More.... Download PDF "Managing your money"
Government support in retirement
  Government support in retirement What is the Age Pension? The purpose of the Age Pension is to make sure you have enough income in retirement. It is a fortnightly payment made by the government to help you meet the cost of living, if your retirement savings are below a certain level....   Read More>>>   Download the free PDF file
Read More.... Download PDF "Government support in retirement"
Distributing your assets
Distributing your assets What is estate planning? Estate planning is about wealth succession – a way to help protect the wealth you have built over your lifetime, so that it is distributed according to your wishes following your death....   Read More>>>   Download the free PDF file
Read More.... Download PDF "Distributing your assets"
Maintaining your lifestyle
Maintaining your lifestyle What is retirement income? During your working life you receive regular income in the form of a salary or business income. In retirement, this regular income stops, so you need to draw on your savings to meet your lifestyle costs....   Read More>>>   Download the free PDF file
Read More.... Download PDF "Maintaining your lifestyle"
Protecting your wealth
Protecting your wealth What is insurance? Insurance is a form of protection – a way to protect yourself, your family and the things you own if something goes wrong. It enables you to replace or repair your assets, whether those assets are your belongings or your capacity to earn income....   Read More>>>   Download the free PDF file
Read More.... Download PDF "Protecting your wealth"
Investing in your future
Investing in your future What is superannuation? Superannuation, or ‘super’, is a way to save money for your future. It is important to understand how much super you’ll need, and how to best manage the money for your retirement....   Read More>>>   Download the free PDF file
Read More.... Download PDF "Investing in your future"

Take control of your super. 

Take control of your super. 

Retirement may seem like a long way off, but putting money into super now is still a tax effective way to invest your money.

Super contributions 30 June is just around the corner, so now might be a good time to top up your super and help give your super balance a welcome boost.

Find out more

 

 

 

Reserve Bank economic snapshots

Download the complete Snapshot 139KB

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FinancialPartners (Tas) Start To Prepare For Tomorrow Today

Meet our Team

Richard Bejah CFP® , Dip FP, ANZIIF(Assoc) CIP, AFPA
Richard Bejah CFP® , Dip FP, AFPA       Principal & Certified Financial Planner®
Peter Grossman Dip FP Senior Financial Planner & Retirement Planning Specialist 
Peter Grossman Dip FP  Senior Financial Planner & Retirement Planning Specialist 
Suzanne Iles ADV Dip FS (FP) Senior Financial Planner / Paraplanner & Centrelink Specialist 
Suzanne Iles ADV Dip FS (FP) Senior Financial Planner / Paraplanner & Centrelink Specialist 
Whitley Bradford MFinPlanning, BBus, Dip FP Financial Planner & Accredited Mortgage Consultant
Whitley Bradford MFinPlanning, BBus, Dip FP Financial Planner & Accredited Mortgage Consultant
Kate Martin Dip FP Financial Planner
Kate Martin Dip FP                                     Financial Planner & Client Services Officer

 

Dianne Brzeski Telephone Services Officer
Dianne Brzeski      Telephone Services Officer

 

Your Online Learning Zone

Your online learning zone

 

We’re sharing AMP’s expertise in 20 interactive learning modules to help you make informed decisions and be better off.

The tools and information you’ll find here will help you make the right decisions for you, at every stage of life—whether you’ve landed your first job, you’re starting a family or it’s time to transition to retirement.

 

Getting started

Starting a new job

Starting a new job

A new job can be an exciting time! We share the things you need to know about your rights as an employee, and we cover tax and super so you can build a successful future for yourself. >>Start now

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Managing your money

Managing your money

Find out how you can make a big difference to the opportunities and lifestyle you enjoy today and tomorrow. We give you tips and help you track your spending. >>Start now

Super basics

Super basics

We make super easy to understand so you have the chance to turn your super money into a small fortune! >>Start now

Paying off debt

Paying off debt

Consider making the most of the money you earn and minimising the costs that can come with borrowed funds. That way, you can work towards being debt free. >>Start now

   

Property

   
Buying a home

Buying a home

What are the costs of buying a property? We help you consider the costs and the types of home loans available. It pays to find the right option for you. >>Start now

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Property and super

Property and super

What if you put your money into property instead of super or a combination of both —which will give you more down the track? We compare the ins and outs so you can decide. >>Start now

Selling the family home

Selling the family home

Selling can often seem like a logical choice but you may have other options. We help you decide how your home can fit into your retirement plans. >>Start now

Investing

   
Investment basics

Investment basics

Once you grasp the basics of investing, you can work towards choosing the right investments for you, and get on the road to building wealth. >>Start now

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Good debt and bad debt

Good debt and bad debt

Not all debt is bad but if you have a loan or a credit card, it pays to know the difference.You may be able to use good debt to improve your financial position and build long-term wealth. >>Start now

Understanding market ups and downs

Understanding market ups and downs

There is always an element of risk involved in any type of investment. And it’s worth understanding what to expect and how you can manage risk and make the most of your money. >>Start now

Understanding superannuation

   
Super basics

Super basics

We make super easy to understand so you have the chance to turn your super money into a small fortune! >>Start now

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Choosing your super fund

Choosing your super fund

Not all super funds are the same. We cover the different types of funds so you can compare them and make the right choice for you. >>Start now

Property and super

Property and super

What if you put your money into property instead of super or a combination of both—which will give you more down the track? We compare the ins and outs so you can decide. >>Start now

Owning your retirement

   
Getting ready for retirement

Getting ready for retirement

When you’re well-informed you can make the best decisions for you. We’ve put together some tools and information to help you plan for a retirement you’ll enjoy. >>Start now

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Managing your money in retirement

Managing your money in retirement

This learning module can help you manage your money in retirement day-to-day, and plan to meet your long-term needs too. >>Start now

Understanding aged care

Understanding aged care

Placing a loved one in care or considering aged care for yourself can present challenges and we help you make informed decisions. >>Start now

Achieve the retirement you want

Achieve the retirement you want

Learn more about retirement expenses, your goals, how to assess your current position and how to achieve the lifestyle you want. >>Start now

   

Looking after your family

   
Family finances

Family finances

When your family finances are under control, everyday life can be a lot more enjoyable. It may be easier than you think to manage your money and work towards saving. >>Start now

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Making a will

Making a will

With a valid will in place, your money and assets can go to the people you choose, and you’ll make things a lot easier on your loved ones. >>Start now

Protecting your future with insurance

Protecting your future with insurance

It pays to think ahead and make sure your home and any assets you own are protected—you’ll have peace of mind if something unexpected happens. >>Start now

Selling the family home

Selling the family home

Selling can often seem like a logical choice but you may have other options. We help you decide how your home can fit into your retirement plans. >>Start now

 (Swipe left for more on mobile device)

Starting a family

Starting a family

Starting a family can be a time of celebration. Find out what you’ll need to consider in the short and long terms, and how much it costs to raise a child or two. >>Start now

Dealing with divorce

Dealing with divorce

The end of a marriage can be a difficult time. A divorce can have a lasting impact on your financial position and this learning module can help you navigate the road ahead. >>Start now