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 50 years combined experience in financial advice, our 2 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
Out of every five Aussie parents, one will become seriously injured, or die or become seriously ill. Source: http://www.ifsa.com.au/downloads/file… The average mortgage alone in Australia means approximately $1,400 in monthly repayments  Source: http://www.abs.gov.au/ausstats/[email protected]…       Life...

 

 

 

 

 

 

If it’s your first home, or if it’s time to renovate, refinance or invest, we’re here to help make it happen.

Why should you use a mortgage broker?  There are lots of good reasons why ……..

We streamline the process.The first step is ………

 Get started with our Free Guides

 

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.
Weekly market update 14-06-2024
US shares up on better inflation data, Eurozone shares down after Parliamentary Elections and France election uncertainty, Australian shares still under-performing and more.
Read More "Weekly market update 14-06-2024"
Mortgage versus super – a common dilemma
Are you better off putting extra money into superannuation or the mortgage? Here are some rules you can follow to work out what’s right for you
Read More "Mortgage versus super – a common dilemma"
AMP Harder-working home loans
AMP Harder-working home loans With fast approval times, clever ways to help you pay off your mortgage and access to more money when you need it, AMP home loans work...
Read More "AMP Harder-working home loans"
Hardship assistance, Just ask
Falling behind on repayments can be stressful but you don’t have to go it alone. Reach out to your bank or lender and ‘Just Ask’ for help. Seeking financial hardship...
Read More "Hardship assistance, Just ask"
What’s capital gains tax and when do you pay it?
 Download PDF version What’s capital gains tax and when do you pay it? Here’s a guide to how CGT works and some ways to minimise your tax burden Capital gains...
Read More "What’s capital gains tax and when do you pay it?"
Super and tax – what’s changing on 1 July 2024
 Download PDF version Super and tax - what’s changing on 1 July 2024 Here’s a quick rundown of the latest law changes They say nothing is certain in life except...
Read More "Super and tax – what’s changing on 1 July 2024"
Cash rate update for May 2024 – Financial Partners (TAS)
[vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]The Reserve Bank of Australia (RBA) has decided to again hold the official cash rate at 4.35%. The decision to maintain the cash rate comes after March 2024...
Read More "Cash rate update for May 2024 – Financial Partners (TAS)"
Econosights – positive supply shocks
Post pandemic, the supply of labour has increased in many major economies, including the US and Australia, through elevated immigration and a lift in the participation rate to a record high.
Read More "Econosights – positive supply shocks"
Oliver’s Insights – seasonal patterns in shares
This article looks at seasonal patterns in shares and whether its time to “sell in May and go away” along the lines of the old share market saying.
Read More "Oliver’s Insights – seasonal patterns in shares"
Econosights – does the Federal Reserve have to cut rates first?
In this Econosights we look at whether the US Federal Reserve will be the first major central bank to cut interest rates in this cycle.
Read More "Econosights – does the Federal Reserve have to cut rates first?"
Oliver’s insights – the art of happiness
This article looks at happiness and whether economics is failing us with its focus on GDP and consumption.
Read More "Oliver’s insights – the art of happiness"
April 2024 Market update
                April 2024 Market update Summary Global share markets continued to rise strongly in March, fuelled by improving growth numbers from the US...
Read More "April 2024 Market update"
Israel/Iran fears and rate cut uncertainty
Stay up-to-date with the latest information, views, and expert opinions to help you take care of your financial future.
Read More "Israel/Iran fears and rate cut uncertainty"
Seven things you need to know about the Australian property market
The Australian housing market has started the year on a solid note with national home prices up 1.6% over the first three months according to CoreLogic. We had thought the drag of high mortgage rates would get the upper hand again but the supply shortfall is continuing to dominate.
Read More "Seven things you need to know about the Australian property market"
How to boost your retirement savings as super and tax laws change
Stay up-to-date with the latest information, views, and expert opinions to help you take care of your financial future.
Read More "How to boost your retirement savings as super and tax laws change"
Weekly market update 05-04-2024
Global sharemarkets under pressure this week; oil prices up; metals prices surging; Fed Chair Powell sounds like he still wants to cut rates later this year; and more.
Read More "Weekly market update 05-04-2024"
Seven lasting impacts from the COVID pandemic
Seven lasting impacts from the COVID pandemic Key points - Seven key lasting impacts from the Coronavirus pandemic are: “bigger” government; tighter labour markets; reduced globalisation and increased geopolitical tensions;...
Read More "Seven lasting impacts from the COVID pandemic"
INSIGHTS: March 2024 Market update
March 2024 Market update Summary Global share markets rose over February and were notably strong in Asia as Chinese markets bounced sharply from very oversold conditions, and the US technology...
Read More "INSIGHTS: March 2024 Market update"
Three steps to get more from your super
Superannuation is one of the largest and most important investments you will ever make. Make sure you are getting the most out of your super by: ✔️ Understanding how your...
Read More "Three steps to get more from your super"
Welcome to the Autumn 2024 edition of Haven – Financial Partners (TAS)
[vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″ shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid” bg_image_animation=”none”][vc_column_text]As housing affordability continues to put home ownership beyond the grasp of many Australians, we chat with two friends who pooled resources to make the dream of having...
Read More "Welcome to the Autumn 2024 edition of Haven – Financial Partners (TAS)"
What to watch for the global economy in 2024
Tune in to AMP Chief Economist, Dr Shane Oliver share his insights and projections for the economic year ahead. Original Author: Produced by AMP and published on 28/02/2024 Source
Read More "What to watch for the global economy in 2024"
Get more from your superannuation
Superannuation is one of the largest and most important investments you will ever make. Make sure you are getting the most out of your super by: ✔️ Understanding how your...
Read More "Get more from your superannuation"
Econosights – financial literacy gender gap
More than one third of adults in Australia are financially illiterate, with opportunities for improvement. There is also a gender gap in financial literacy in Australia. Women tend to have lower financial literacy than men. In Australia, the gender gap is larger compared to our global peers.
Read More "Econosights – financial literacy gender gap"

Federal Budget October 2024-25 Your wrap up of what this budget means for you.

Federal Budget May 2024-25

 

Our Latest Newsletter 

078593b254c4bf31ce966ad66075583b8a6ba563 Charter Ymyf 1140x403px Rgb Lake  Winter 2024

 Our Latest Aspirations Winter 2024 Newsletter     

Archives

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

Untitled

Richard Bejah CFP®, Dip FP, CIP, AFPA

Principal & Certified Financial Planner®

Profile Summary

Richard Bejah CPF® has been with AMP Financial Planning for 40 years starting in 1982 in Darwin NT (4 years), then onto Gosford NSW (5 years) and then to Launceston 31 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)

Untitled

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.

Untitled

Whitley Bradford MFinPlanning, BBus, Dip FP

Accredited Mortgage Consultant 

Profile summary

Whitley has been working in the services industry for over 17 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.

Untitled

Suzanne Iles ADV Dip FS (FP)

Business Administration Manager & Paraplanner.

Profile summary

Sue has been in the financial planning industry for more than 20 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.

Untitled

Dianne Brzeski  

Telephone Services 

Profile summary

Diane has worked in the financial services industry for over 30 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.

 

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