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.
Market Update 12 August 2022 | AMP Capital
Market Update 12 August 2022   Investment markets & key developments The share market rebound continued over the last week helped by weaker than expected US inflation data. Australian shares...
Read More "Market Update 12 August 2022 | AMP Capital"
Investment cycles – why investors need to be aware and wary of them | AMP Capital
Investment cycles – why investors need to be aware and wary of them Key points Cyclical fluctuations are a key aspect of investment markets. Most are driven by economic developments...
Read More "Investment cycles – why investors need to be aware and wary of them | AMP Capital"
Econosights: Is the Bank of England’s recession forecast a warning for other central banks? | AMP Capital
Econosights: Is the Bank of England’s recession forecast a warning for other central banks?   Key points The Bank of England’s latest forecasts assume a bleak outlook for the UK...
Read More "Econosights: Is the Bank of England’s recession forecast a warning for other central banks? | AMP Capital"
Market Update 5 August 2022 | AMP Capital
Market Update 5 August 2022 Investment markets & key developments The rebound in share markets continued over the last week helped by good earnings data and relief that increased China/US...
Read More "Market Update 5 August 2022 | AMP Capital"
Econosights: What are inflation expectations telling us? | AMP Capital
Econosights: What are inflation expectations telling us?   Key points An increase in short-term consumer inflation expectations reflects the current high inflation environment. While consumers are assuming that inflation will...
Read More "Econosights: What are inflation expectations telling us? | AMP Capital"
Market Update 29 July 2022 | AMP Capital
Market Update 29 July 2022   Investment markets & key developments The bounce back in shares continued over the last week on hopes that slowing growth will see central banks...
Read More "Market Update 29 July 2022 | AMP Capital"
Market Update 22 July 2022 | AMP Capital
Market Update 22 July 2022   Investment markets and key developments over the past week Global sharemarkets have rallied again this week with US up 3.5%, Australia 2.9%, Europe 3.4%, Japan...
Read More "Market Update 22 July 2022 | AMP Capital"
Market Update 15 July 2022 | AMP Capital
Market Update 15 July 2022 Investment markets & key developments Share markets mostly fell over the last week on fears that still rising inflation will trigger faster rate hikes and...
Read More "Market Update 15 July 2022 | AMP Capital"
Econosights: Australian housing – impacts from the fixed rate mortgage “cliff” and risks to housing construction | AMP Capital
In this Econosights we look at some of the current issues in the housing market, including the the expiration of fixed rate mortgages and the outook for residential construction... Econosights:...
Read More "Econosights: Australian housing – impacts from the fixed rate mortgage “cliff” and risks to housing construction | AMP Capital"
Market Update 8 July 2022 | AMP Capital
Market Update 8 July 2022   Investment markets & key developments Share markets mostly rose over the last week on hopes that central banks will be able to tame inflation...
Read More "Market Update 8 July 2022 | AMP Capital"
2021-22 saw poor investment returns – the bad news and the good | AMP Capital
2021-22 saw poor investment returns – the bad news and the good   Key points 2021-22 was a rough year for investors as high inflation, rising interest rates and recession...
Read More "2021-22 saw poor investment returns – the bad news and the good | AMP Capital"
Market Update 1 July 2022 | AMP Capital
Market Update 1 July 2022   Investment markets & key developments Recession fears dominated over the last week pushing US, European and Japanese shares down, although Chinese shares (having already...
Read More "Market Update 1 July 2022 | AMP Capital"
Econosights: How are consumers responding to higher interest rates? | AMP Capital
Econosights: How are consumers responding to higher interest rates? Key points Consumers are responding to higher interest rates: housing market indicators are slowing (home price declines have accelerated and auction...
Read More "Econosights: How are consumers responding to higher interest rates? | AMP Capital"
Market Update 24 June 2022 | AMP Capital
Market Update 24 June 2022 Investment markets & key developments Share markets managed to stabilise and, in most major markets, bounce from oversold levels over the last week as there...
Read More "Market Update 24 June 2022 | AMP Capital"
Econosights: Global growth fears – are we heading into a recession? | AMP Capital
Econosights: Global growth fears – are we heading into a recession? Key points Global growth is slowing as fiscal and monetary policy are tightening. High inflation means that interest rates...
Read More "Econosights: Global growth fears – are we heading into a recession? | AMP Capital"
Market Update 17 June 2022 | AMP Capital
Market Update 17 June 2022 Investment markets & key developments Share markets tumbled again over the last week as markets moved to anticipate even more aggressive rate hikes from central...
Read More "Market Update 17 June 2022 | AMP Capital"
Market Update 10 June 2022 | AMP Capital
Market Update 10 June 2022 Investment markets and key developments over the past week Sharemarkets came under renewed downward pressure this week (after a few weeks of rallying). Themes of...
Read More "Market Update 10 June 2022 | AMP Capital"
Econosights: Implications from Australia’s energy “crisis” | AMP Capital
Econosights: Implications from Australia’s energy “crisis” Key points Australian electricity and gas price increases will impact most consumers from 1 July 2022. We expect the increase in energy prices to...
Read More "Econosights: Implications from Australia’s energy “crisis” | AMP Capital"
Econosights: China – lockdowns, policy stimulus and regulatory burdens | AMP Capital
Econosights: China – lockdowns, policy stimulus and regulatory burdens Key points There are reasons to be optimistic on China: lockdowns are easing which will help to abate supply-chain related inflation,...
Read More "Econosights: China – lockdowns, policy stimulus and regulatory burdens | AMP Capital"
Market Update 03 June 2022 | AMP Capital
Market Update 03 June 2022 Investment markets & key developments Share markets mostly rose again in the past week as the rebound from oversold levels continued partly on hopes that...
Read More "Market Update 03 June 2022 | AMP Capital"
National property prices fall for the first time since the pandemic – expect a 10-15% top to bottom fall | AMP Capital
National property prices fall for the first time since the pandemic – expect a 10-15% top to bottom fall Key points Australian home prices fell 0.1% in May, their first...
Read More "National property prices fall for the first time since the pandemic – expect a 10-15% top to bottom fall | AMP Capital"
Market Update 27 May 2022 | AMP Capital
Market Update 27 May 2022 Investment markets & key developments Share markets saw a bit of relief in the past week - bouncing of oversold lows helped by less hawkish...
Read More "Market Update 27 May 2022 | AMP Capital"
Informed Market update

 

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2022-23 Federal Budget round-up

 

 

The 2020-21 Australian Budget – spend, spend, spend as the focus remains on recovery and jobs, jobs, jobs

Investment cycles – what are they and why investors need to be aware and wary of them

Five reasons why the RBA cash rate is likely to peak (or should peak) with a 2 in front of it rather than a 3 (or more)

Five reasons why the RBA cash rate is likely to peak (or should peak) with a 2 in front of it rather than a 3 (or more)

Inflation in the 70s – baby boomer fantasy or nightmare? 

Why central banks must focus on getting inflation back down

Australia’s Achilles’ heel – high household debt and rising interest rates …it’s not as bad as it looks, but it’s still an issue

The plunge in shares & flow on to super – key things for investors to keep in mind during times of market turmoil

The falls in share markets this year

The falls in share markets this year -The bad news and some good

– What impact will higher interest rates have? How far will prices fall?

The US Federal Reserve starts raising interest rates

Another energy shock and the threat from higher petrol prices

Five big picture implications of the war in Ukraine of relevance for investors

– and why are Australian shares holding up better?

The escalation in Ukraine tensions – implications for investors

Investment outlook Q&A – inflation, interest rates, Russia & Ukraine, the risk of a share crash, house prices and other issues

Corrections, gummy bears and grizzly bears in shares

Share market falls – seven things for investors to keep in mind

2022 – a list of lists regarding the macro investment outlook

Inflation Q&A – how worried should investors be about higher inflation?


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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.”