Welcome..... 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 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...

 

 

 

 

 

 

 

Oliver's Insights and Financial, Lifestyle & Market Updates

Read about what is happening in the financial world with AMP Capital's latest Weekly Market Update and Oliver's Insights 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.
Family activities to do on a budget
Family activities to do on a budget If your little angels are bleeding you dry, here are some cheap and effortless ways you could have...
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Weekly Market Update 18 May 2018
Weekly Market Update 18 May 2018 Investment markets and key developments over the past week Global share marketswere mixed last week with Japanese and Chinese shares...
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Should I take my super as a lump sum?
Should I take my super as a lump sum? Taking your super as a lump sum might be tempting, but it won't be the best...
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An additional 21 great investment quotes
An additional 21 great investment quotes Introduction Investing can be frustrating and depressing at times, particularly if you don’t understand how markets work and don’t...
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7 budgeting apps to help you save
7 budgeting apps to help you save Where does all that money go? A host of apps are available to help you easily answer that...
Read More "7 budgeting apps to help you save"
The best money blogs and financial advice for 20-somethings
The best money blogs and financial advice for 20-somethings  Are you a 20-something, a Millennial, a Gen Y or a Gen Next? Actually, it’s a...
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How much super should I have at my age?
How much super should I have at my age? We look at the average super balances for different age groups in Australia so you can...
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Is working more the answer to your financial problems?
Is working more the answer to your financial problems? When working more means earning more, it makes sense to take that promotion or extra shift...
Read More "Is working more the answer to your financial problems?"
How to build equity in your home and use it to invest
How to build equity in your home and use it to invest Whether you're looking to renovate, invest or pay off something big, home equity...
Read More "How to build equity in your home and use it to invest"
New legislation aims to benefit first home buyers
New legislation aims to benefit first home buyers Changes aimed at improving housing affordability have passed through parliament. See what the new rules could mean...
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The real cost of retirement
The real cost of retirement When you’re looking at saving and planning for retirement, it’s important to know how much you can expect to be...
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The rise of the gig economy and side gigs (thanks to technology)
The rise of the gig economy and side gigs (thanks to technology) Chances are you either have a side gig (a way to make money...
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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.... Read More>>>   Download the free PDF file
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....   Read More>>>   Download the free PDF file
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....   Read More>>>   Download the free PDF file
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....   Read More>>>   Download the free PDF file
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"

Get Advice. Get Ahead.

 

 

 

 

 

 

 

 

Meet our team @ FinancialPartners (Tas)

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               & Client Services Officer
Dianne Brzeski Telephone Services Officer
Dianne Brzeski Telephone Services Officer

 

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

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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

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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

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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

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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