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 4 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.
What are the traits, behaviours and attitudes that lead to success?
What are the traits, behaviours and attitudes that lead to success? “If you fail to plan, you are planning to fail,” said Benjamin Franklin over...
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Dealing with debt: finding smarter ways to live with your liabilities
Dealing with debt: finding smarter ways to live with your liabilities Not all debts are created equal, as any good financial planner will tell you....
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Get social to boost your savings
Get social to boost your savings Want to get on the fast-track to your financial goals? Partner with a money buddy or join a support...
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Super Investment Options – What’s Right For You?
Super Investment Options – What’s Right For You? Choosing the right super investment options at the right time could make a difference to how much...
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Superannuation stumbling blocks
Superannuation stumbling blocks What’s stopping you from saving for a retirement you can really look forward to? Take a look at these four common barriers...
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Why you might need a will (Video)
Why you might need a will (Video) Maybe you think it’s too early to plan what will happen to your money when you die. But...
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The 5 big bills you need to save for (Video)
The 5 big bills you need to save for (Video)  Some major expenses just can’t be avoided. If you can build up a savings...
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New rules to benefit those downsizing for retirement
New rules to benefit those downsizing for retirement Downsizers can now make an after-tax contribution to their super of up to $300,000, using the proceeds...
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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. Gearing is, in essence, directed towards producing a larger investment return by using borrowed funds, often in addition to your own funds, so that financial goals can be achieved more quickly. Gearing can be used as...
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. Do you need a budget? A budget allows you to see how much money is coming in and going out. It helps you ensure there is enough money to cover your expenses and is an effective...
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. You set up your savings so you still receive regular payments, just like a salary. This is called a ‘retirement income stream’. The type of income stream...
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. Everybody’s circumstances are different, but insurance is important for everybody. Your need for insurance will change as you move through...
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"

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Financial Partners

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 35 years starting in 1982 in Darwin NT (4 years), then onto Gosford NSW (5 years) and then to Launceston 25 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

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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

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Suzanne Iles

Suzanne Iles ADV Dip FS (FP)

Senior Financial Planner /  Centrelink Specialist 

Profile summary

Sue has been in the financial planning industry for more than 15 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 my Advanced Diploma of Financial Planning.

Her role at FinancialPartners is Financial Planner and Senior 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.

For Full details

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Kate Martin

Kate Martin Dip FP

Client Services Officer

Profile summary

Kate has been working in the services industry for the last 10 years, joining the Financial Partners (Tas) team in 2014 as their client services officer. She has since completed her Diploma of Financial Planning.

Kate will be working closely with all of the advisers to ensure their clients are able to meet their objectives and goals.

Outside of work Kate competes in Triathalons and enjoys keeping active.

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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 12 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.

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

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Dianne Brzeski

Dianne Brzeski  

Telephone Services 

Profile summary

Diane has worked in the financial services industry for over 25 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.

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