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 65 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. 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 23 October 2020
Market Update 23 October 2020   Investment markets and key developments over the past week Global share markets were mixed over the last week being buffeted again by waxing and...
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How to review your direct debits and save
  How to review your direct debits and save Direct debits can be extremely convenient and even save you money. But they can become costly – and may even send...
Read More "How to review your direct debits and save"
7 ways to stay active and healthy in retirement
7 ways to stay active and healthy in retirement Staying active and connected in the current environment may have its challenges, but here are some tips that could help keep...
Read More "7 ways to stay active and healthy in retirement"
Expect slower medium-term returns
Expect slower medium-term returns Key points The continuing decline in investment yields on the back of falling interest rates and bond yields has seen our medium term (5 to 10...
Read More "Expect slower medium-term returns"
2020 AMP University Challenge – In conversation with Rod Edge
The countdown is on ahead of AMP's 2020 University Challenge finals. This year's event will be virtual, but as AMP Australia’s Rod Edge discusses, our five finalists will still face...
Read More "2020 AMP University Challenge – In conversation with Rod Edge"
Q&AMP Live – Property market update with Shane Oliver, October 2020
AMP Chief Economist Shane Oliver delivers the October 2020 economic market update with particular focus on what’s happening with property investments. Dr Oliver covers topics including ‘economic and investment outlook’,...
Read More "Q&AMP Live – Property market update with Shane Oliver, October 2020"
Five areas set to benefit from this year’s Federal Budget
Five areas set to benefit from this year’s Federal Budget This year’s Budget saw a big bag of measures announced to get growth accelerating in the Australian economy. Some people...
Read More "Five areas set to benefit from this year’s Federal Budget"
Nine keys to successful investing – and why they are more important than ever in the face of the coronavirus shock
Nine keys to successful investing - and why they are more important than ever in the face of the coronavirus shock Key points Even in good times successful investing can...
Read More "Nine keys to successful investing – and why they are more important than ever in the face of the coronavirus shock"
Aussies saving for a rainy day instead of a holiday
Aussies saving for a rainy day instead of a holiday Not many people can say they’ve been unaffected by COVID-19. Whether you’ve lost work, had hours reduced or been fortunate...
Read More "Aussies saving for a rainy day instead of a holiday"
Many Aussies in the dark about retirement
Many Aussies in the dark about retirement Whether retirement is a long way into the distance, or just peeking over the horizon, recent research1 shows half of us aren’t sure we’ll...
Read More "Many Aussies in the dark about retirement"
6 steps to building good financial habits
6 steps to building good financial habits How financially secure do you feel? Recent research1 into Australians’ financial wellness - which is a person’s satisfaction with their current and future financial...
Read More "6 steps to building good financial habits"
3 golden rules that make saving for retirement easier
3 golden rules that make saving for retirement easier If you’ve thought about how much money you need to save so you can retire comfortably, it might feel a little...
Read More "3 golden rules that make saving for retirement easier"
Market Update 09 October 2020
Market Update 09 October 2020 Investment markets and key developments over the past week Share markets rose solidly over the past week on hopes for a stimulus deal in the...
Read More "Market Update 09 October 2020"
Oliver’s Insights: Federal Budget 2020-21 overview
Oliver’s Insights: Federal Budget 2020-21 overview The 2020-21 Australian Budget - spend, spend, spend as the focus remains on recovery and jobs, jobs, jobs Key points The Government now expects...
Read More "Oliver’s Insights: Federal Budget 2020-21 overview"
Four signs Aussie equity markets look set for a strong finish to 2020
Four signs Aussie equity markets look set for a strong finish to 2020   The government has signalled that business will be a driving force behind Australia’s recovery efforts, and...
Read More "Four signs Aussie equity markets look set for a strong finish to 2020"
Five investment markets impacted by a big week in Australia
Five investment markets impacted by a big week in Australia It’s been a big week in Australia, with the central bank meeting and the government handing down one of the...
Read More "Five investment markets impacted by a big week in Australia"
OCT 20 – The impact of the 2020 federal budget on markets and the economy
ECONOMICS & MARKETS OCT 20 - The impact of the 2020 federal budget on markets and the economy This year’s federal budget is one for the ages, as the Australian...
Read More "OCT 20 – The impact of the 2020 federal budget on markets and the economy"
Federal Budget 2020-21 round-up
Federal Budget 2020-21 round-up Find out how the measures announced in last night's Federal Budget could affect you. So, was it worth the wait? After the most tumultuous year in living...
Read More "Federal Budget 2020-21 round-up"
The 2020-21 Australian Budget – spend, spend, spend as the focus remains on recovery and jobs, jobs, jobs
The 2020-21 Australian Budget – spend, spend, spend as the focus remains on recovery and jobs, jobs, jobs   Key points The Government now expects the Federal budget deficit to...
Read More "The 2020-21 Australian Budget – spend, spend, spend as the focus remains on recovery and jobs, jobs, jobs"
Four take-aways from the RBA’s October meeting
Four take-aways from the RBA’s October meeting The RBA held its October board meeting today. Though there wasn’t as much movement as we expected, there were four key take-aways: 1....
Read More "Four take-aways from the RBA’s October meeting"
Market Update 02 October 2020
Market Update 02 October 2020 Investment markets and key developments over the past week Global share markets mostly rose over the last week helped by dip buying in the US,...
Read More "Market Update 02 October 2020"
New laws to protect your retirement savings
  The laws to protecting your retirement savings Around 40% of working Australians claim they don’t have life insurance1. Yet, with 13.5 million insurance policies inside super2, it’s likely many people...
Read More "New laws to protect your retirement savings"
Biden versus Trump – the US presidential election is looming as the next big event for investors
Biden versus Trump - the US presidential election is looming as the next big event for investors Key points The US election has significant potential to add to volatility in...
Read More "Biden versus Trump – the US presidential election is looming as the next big event for investors"
SEP 2020 – Global markets and macro update – persevering through the ‘new normal’
ECONOMICS & MARKETS SEP 2020 - Global markets and macro update - persevering through the ‘new normal’ By Diana Mousina Economist - Investment Strategy & Dynamic MarketsSydney Australia Please join Diana...
Read More "SEP 2020 – Global markets and macro update – persevering through the ‘new normal’"
Econosights: The outlook for the global economy
Econosights: The outlook for the global economy   Key points Our forecasts anticipate a solid rebound in global GDP growth over 2H2020 across developed economies from re-openings after strict national...
Read More "Econosights: The outlook for the global economy"
Don’t want to be retired and in debt?
6 ways to help reduce your debts before you retire As your working life draws to a close, your social life and recreational activities don’t have to. If you’re anxious...
Read More "Don’t want to be retired and in debt?"
Market Update 25 September 2020 | AMP Capital
Market Update 25 September 2020 Investment markets and key developments over the past week Global share markets fell again over the last week on concerns about rising coronavirus cases, tightening...
Read More "Market Update 25 September 2020 | AMP Capital"
Australia’s “eye popping” budget deficit and public debt blow out – can it be paid off? Does it matter? | AMP Capital
Australia’s “eye popping” budget deficit and public debt blow out - can it be paid off? Does it matter?   Key points The Australian Federal budget next month will likely...
Read More "Australia’s “eye popping” budget deficit and public debt blow out – can it be paid off? Does it matter? | AMP Capital"

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

 

Informed Market update

 

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.”