Welcome...

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 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...

 

 

 

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.

 

Our Latest Newsletter

Aspirations Newsletter Summer 2017 / 2018

Summer 2017 / 2018  Aspirations Newsletter

 

Oliver's Insights & Market Updates

Read about what is happening in the financial world with AMP Capital's latest Weekly Market Update. Plus Oliver's Insights which are regular updates from Dr. Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital Investors. Shane explores the latest issues regarding financial markets and the economy.
Weekly Market Update 19 January 2018
Weekly Market Update 19 January 2018
Weekly Market Update 19 January 2018 Investment markets and key developments over the past week US equity markets continued to track higher over the week, continuing...
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Volatility could present buying opportunities in 2018
Volatility could present buying opportunities in 2018
02 January 2018 Volatility could present buying opportunities in 2018 Volatility and the first meaningful lift in inflation coming from the United States will likely...
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Weekly Market Update 12 January 2018
Weekly Market Update 12 January 2018
Weekly Market Update 12 January 2018 Investment markets and key developments over the past week There was plenty of action in markets over the past...
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Weekly Market Update 05 January 2018
Weekly Market Update 05 January 2018
Weekly Market Update 05 January 2018 Investment markets and key developments over the past week While share markets saw a softish last few days of...
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Where to find value in the real estate market
Where to find value in the real estate market
13 December 2017 Where to find value in the real estate market The so called ‘yield trade’, which has pushed valuations in the Australian real...
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Investors found the “sweet spot” in 2017
Investors found the “sweet spot” in 2017
13 December 2017 Investors found the “sweet spot” in 2017 It was a good year for share market investors in 2017, particularly for those who...
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Debunking 3 myths around global listed infrastructure
Debunking 3 myths around global listed infrastructure
13 December 2017 Debunking 3 myths around global listed infrastructure Did you know it takes 957 gallons of water to create a single Big Mac?...
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How the yield trade is shaping our view of the world
How the yield trade is shaping our view of the world
13 December 2017 How the yield trade is shaping our view of the world The so called yield trade – which has pushed investors out...
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Psychology: the investment rollercoaster


 

Dr Shane Oliver, Head of Investment Strategy and Chief Economist, discusses the rollercoaster of investor emotions and how investor psychology works over the market cycle.

 

Try this Retirement Quiz

  

What’s your
retirement career?
Have some fun with your future. Take our quick quiz to discover which of four personas you might relate to in retirement.
 

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. Read our blog compilation of financial & lifestyle insights.
Could last year’s strong equity returns keep on rolling?
Could last year’s strong equity returns keep on rolling?
16 January 2018 Could last year’s strong equity returns keep on rolling? Aussie battler On the home front, the economic cycle in Australia is less...
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If you’ve always thought property prices only go up…
If you’ve always thought property prices only go up…
If you’ve always thought property prices only go up… It may be time to reconsider some myths about property investment. With so much emphasis on...
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The year that was and the year ahead – five questions to ask yourself
The year that was and the year ahead – five questions to ask yourself
The year that was and the year ahead – five questions to ask yourself Reflecting on the year that was … 1. What did you...
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Add some extra cash to your New Year
Add some extra cash to your New Year
Add some extra cash to your New Year We all dream of an unexpected windfall, and there may be no better way to kick start...
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New year, new financial resolutions
New year, new financial resolutions
New year, new financial resolutions The dawn of a new year is the perfect time to hit reset and correct course when it comes to...
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How to make 2018 money friendly
How to make 2018 money friendly
11 January 2018   How to make 2018 money friendly As the Christmas decorations get packed away and life for many returns to normal, AMP...
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One in three Aussies travel without protection
One in three Aussies travel without protection
One in three Aussies travel without protection It’s that time of the year when our thoughts turn to summer holidays, but amid the excitement of...
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Timeless investing: Successful strategies that have passed the test of time
Timeless investing: Successful strategies that have passed the test of time
Timeless investing: Successful strategies that have passed the test of time Helps guide you on what to expect from investments and help you stay the...
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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

  (Swipe left for more on mobile device)

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

 (Swipe left for more on mobile device)

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

 (Swipe left for more on mobile device)

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

 (Swipe left for more on mobile device)

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

 (Swipe left for more on mobile device)

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

 (Swipe left for more on mobile device)

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

     

Financial Planning Meet our team

Richard Bejah CFP® , Dip FP, ANZIIF(Assoc) CIP, AFPA
Richard Bejah CFP® , Dip FP, ANZIIF(Assoc) CIP, AFPA
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
Dannie Holmes Client Services Officer
Dannie Holmes Client Services Officer
Dianne Brzeski Telephone Services Officer
Dianne Brzeski Telephone Services Officer

Time to start planning your retirement for tomorrow