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...

 

 

 

 

 

 

 


AUSTRALIA DAY Long Weekend

Our office will be closed from 4.00pm Friday 22nd  January 2021 and open again 9.00am on Wednesday 27th January 2021.

 

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 22 January 2021
Market Update 22 January 2021 Investment markets and key developments over the past week Global share markets rebounded over the past week with US shares hitting a record high helped...
Read More "Market Update 22 January 2021"
How to have a happier new year
How to have a happier new year What’s the key to lasting happiness? If you think that having more money, a better job or more stuff will make you happier,...
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US political protests, inflation and rising bond yields
US political protests, inflation and rising bond yields   Key points US protests are only an issue for investment markets if they significantly impact economic activity. Global and Australian recovery...
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Five ways to make yourself more employable in 2021
Five ways to make yourself more employable in 2021 If you’re among those who lost their job or missed out on work opportunities last year due to COVID-19, here’s what...
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Market Update 15 January 2021
Market Update 15 January 2021 Investment markets and key developments over the past week Global share markets were mixed over the last week with Japanese shares up strongly, but US...
Read More "Market Update 15 January 2021"
More Aussies look to buy property and refinance
More Aussies look to buy property and refinance One in five Australians is hoping to purchase a property in the next 12 months, while one in three existing homeowners wants...
Read More "More Aussies look to buy property and refinance"
How unrest in the US is playing out in markets
How unrest in the US is playing out in markets Undoubtedly, the storming of the Capitol Building in Washington DC will go down as a dark mark in US history...
Read More "How unrest in the US is playing out in markets"
Creating a flexi-budget for 2021
Creating a flexi-budget for 2021 Learning how to budget is the first step on the road to financial security, and later, financial freedom. So if you struggle to stick to...
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2021 – A list of lists regarding the macro investment outlook
2021 - A list of lists regarding the macro investment outlook Key points 2020 turned out far better for investors than was feared. 2021 is expected to provide solid returns...
Read More "2021 – A list of lists regarding the macro investment outlook"
Market Update 18 December 2020 | AMP Capital
Market Update 18 December 2020 Investment markets and key developments over the past week Global share markets pushed higher again over the last week as the roll out of vaccines...
Read More "Market Update 18 December 2020 | AMP Capital"
The Australian Government’s Mid-Year Economic and Fiscal Outlook – peak deficit has likely been seen
The Australian Government's Mid-Year Economic and Fiscal Outlook - peak deficit has likely been seen Key points Reflecting the faster than expected Australian economic recovery, the Federal Government has upgraded...
Read More "The Australian Government’s Mid-Year Economic and Fiscal Outlook – peak deficit has likely been seen"
Econosights: The unequal impact of COVID-19 across Australia’s states
Econosights: The unequal impact of COVID-19 across Australia’s states   Key points States/territories with lower cases of COVID-19 have had stronger economic performance compared to the hardest hit states of...
Read More "Econosights: The unequal impact of COVID-19 across Australia’s states"
What could a Biden Presidency mean for market outcomes?
What could a Biden Presidency mean for market outcomes? Market performance in the wake of the US election has been overwhelmingly positive, with Australian and US shares up 11% in...
Read More "What could a Biden Presidency mean for market outcomes?"
Market Update 11 December 2020
Market Update 11 December 2020 Investment markets and key developments over the past week Global share markets had a slight pull back over the last week with the absence of...
Read More "Market Update 11 December 2020"
9 ways to teach kids the value of money at Christmas | Money & Life
  9 ways to teach kids the value of money at Christmas What’s the meaning of Christmas in your household? While it can sometimes feel like spending a small fortune...
Read More "<div>9 ways to teach kids the value of money at Christmas | Money & Life</div>"
Review of 2020, outlook for 2021 – from pandemic to recovery
Review of 2020, outlook for 2021 – from pandemic to recovery   Key points 2020 was dominated by the coronavirus pandemic but shares saw okay returns on the back of...
Read More "Review of 2020, outlook for 2021 – from pandemic to recovery"
14 money mistakes to avoid in your younger years
14 money mistakes to avoid in your younger years Here’s a list of things you could stop doing if you no longer want to rely on the bank of mum...
Read More "14 money mistakes to avoid in your younger years"
Tips for parents who became the bank of mum and dad this year
Tips for parents who became the bank of mum and dad this year Aussie parents have coughed up more than $26 million to help their adult kids since COVID-19 hit...
Read More "Tips for parents who became the bank of mum and dad this year"
Market Update 04 December 2020
Market Update 04 December 2020 Investment markets and key developments over the past week Global share markets mostly pushed higher again over the last week helped by reasonably good economic...
Read More "Market Update 04 December 2020"
How to 2020-proof your finances
How to 2020-proof your finances Being in control of your finances makes you feel good, but the twists and turns of 2020 have meant this isn’t always possible. We look...
Read More "How to 2020-proof your finances"
What does a COVID-19 Christmas look like in Australia?
What does a COVID-19 Christmas look like in Australia? Christmas 2020 will look a little different for many people, but there’s still plenty of ways to enjoy the holiday season...
Read More "What does a COVID-19 Christmas look like in Australia?"
Modern Monetary Theory – can it help with economic problems or is it just another Magic Money Tree?
  Modern Monetary Theory – can it help with economic problems or is it just another Magic Money Tree? Key points Modern Monetary Theory reminds us that monetary financing of...
Read More "Modern Monetary Theory – can it help with economic problems or is it just another Magic Money Tree?"
Be a smart gift-giver this holiday season
Be a smart gift-giver this holiday season After a year like no other, many of us are looking forward to a relaxing holiday season shared with family and friends. Check...
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Make your cancelled holiday count
Make your cancelled holiday count If your usual Christmas travel plans have been put on hold by COVID-19, don't despair. Your holiday savings could turn out to be a cash...
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Market Update 27 November 2020
Market Update 27 November 2020 Investment markets and key developments over the past week Global share markets pushed higher again over the last week as positive vaccine news helped offset...
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How to save for retirement at every age
How to save for retirement at every age No matter how old you are or where you’re at with your financial goals, it’s important to plan for your retirement. The...
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Modern Monetary Theory – can it help with economic problems or is it just another Magic Money Tree?
Modern Monetary Theory – can it help with economic problems or is it just another Magic Money Tree? Key points Modern Monetary Theory reminds us that monetary financing of government...
Read More "Modern Monetary Theory – can it help with economic problems or is it just another Magic Money Tree?"
1 million enough to retire
Is $1m enough to retire? A million dollars is a figure that’s often cited as the amount you need to retire. But while $1 million doesn’t go as far as...
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AUSTRALIA DAY Long Weekend

Our office will be closed from 4.00pm Friday 22nd  January 2021 and open again 9.00am on Wednesday 27th January 2021.

 

Informed Market update

 

– spend, spend, spend as the focus remains on recovery and jobs, jobs, jobs

Our Latest Newsletter

Aspirations Newsletter Winter 2020

 Our Latest Aspirations Winter 2020 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

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.”