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.

 

 

Oliver's Insights

Read about what is happening in the financial world. Oliver's Insights is a regular update from Dr. Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital Investors. In Oliver's Insights, Dr Shane Oliver explores the latest issues regarding financial markets and the economy.
Where are we in the global investment cycle and what’s the risk of a 1987 style crash?
Where are we in the global investment cycle and what’s the risk of a 1987 style crash?
18 October 2017 Where are we in the global investment cycle and what's the risk of a 1987 style crash? Key points There is still...
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Will Australian House Prices Crash? Five reasons why it’s more complicated than you think!
Will Australian House Prices Crash? Five reasons why it’s more complicated than you think!
11 October 2017 Will Australian House Prices Crash? Five reasons why it's more complicated than you think! Key points Talk of a property crash is...
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Why the $A could be heading lower
Why the $A could be heading lower
Why the $A could be heading lower 04 October 2017 The Australian and US dollars could be set for a turn in fortunes, according to...
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Aussie banks are OK but there’s better value overseas
Aussie banks are OK but there’s better value overseas
Aussie banks are OK but there’s better value overseas 04 October 2017 Banks globally are better value than local banks for share market investors but...
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The US Federal Reserve starts quantitative tightening
The US Federal Reserve starts quantitative tightening
21 September 2017 The US Federal Reserve starts quantitative tightening Key points The Fed has confirmed it will start reducing its balance sheet by not...
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Where are we in the search for yield?
Where are we in the search for yield?
20 September 2017 Where are we in the search for yield? Key points It’s hard to argue that the search for yield has gone too...
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Passive Investments Have Rewards and Risks Alike
Passive Investments Have Rewards and Risks Alike
07 September 2017 Passive Investments Have Rewards and Risks Alike Passive investments such as index funds and exchange traded funds (ETFs) provide cheap access to...
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Cryptocurrencies – Caution Needed
Cryptocurrencies – Caution Needed
07 September 2017 Cryptocurrencies – Caution Needed Cryptocurrencies are generating a lot of interest from investors – helped in part by a near 2000 percent...
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Another five great charts on investing
Another five great charts on investing
11 September 2017 Another five great charts on investing Key points At its core, successful investing is simple, but we have a knack of making...
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The threat of war with North Korea- Implications for investors
The threat of war with North Korea- Implications for investors
15 August 2017 The threat of war with North Korea- Implications for investors Key points Tensions with North Korea have clearly increased causing volatility in...
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The Australian economy bounces back – five reasons why some further pick up is likely
The Australian economy bounces back – five reasons why some further pick up is likely
06 September 2017 The Australian economy bounces back - five reasons why some further pick up is likely Key points Australian growth bounced back in...
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Finding the winners from new technology
Finding the winners from new technology
16 August 2017 Finding the winners from new technology A revolution happening in the energy industry and there will be winners (and losers). That’s the...
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The seven key rules of investing


In this video, Michael Fazzini discusses some key rules for investing – and how we can avoid some common investment traps.


 MyAMP Cash-flow management & budgeting

AMP Money Manager tool is available to clients who have registered for My AMP.

For clients who have an AMP product, they can register for My AMP on amp.com.au.

For clients who do not have an AMP product, they can register for My AMP on amp.com.au/goalexplorer. This is an online  tool which helps your clients to start exploring and prioritising their goals. Clients will need to select the option to save their goals in My AMP, which will prompt them to register for My AMP.

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.
Should you lend money to family?
Should you lend money to family?
Should you lend money to family? What you should consider before handing over your hard earned savings You’re probably fairly used to helping your family...
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5 ways Australians will use their tax return this year
5 ways Australians will use their tax return this year
5 ways Australians will use their tax return this year With nearly one in three people planning to save their tax return, have you considered...
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10 experiences for $10
10 experiences for $10
10 experiences for $10 For the next time you’re itching to get out, but don’t want to spend a fortune, here’s a list of 10...
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Why I’m betting against Warren Buffett on this one
Why I’m betting against Warren Buffett on this one
  Why I’m betting against Warren Buffett on this one 27 September 2017 Jeff Rogers Chief Investment Officer, ipac Investment Management When Warren Buffett thinks...
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Helping your kids buy a home
Helping your kids buy a home
Helping your kids buy a home Increasing house prices are good news for property owners but can be a bit of a hurdle for people...
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Why we’re still waiting on a correction
Why we’re still waiting on a correction
21 September 2017 Why we’re still waiting on a correction While investors of all stripes wait with a mix of fear and anticipation for possibly...
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Money can buy you happiness, you’re just spending it wrong
Money can buy you happiness, you’re just spending it wrong
Money can buy you happiness, you’re just spending it wrong This is the view of Dr Michael Norton from Harvard Business School. Michael’s research indicates...
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What are the risks of an Australian recession?
What are the risks of an Australian recession?
13 September 2017 What are the risks of an Australian recession? Key points Australia’s two key economic vulnerabilities are i) the housing market and ii)...
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Millions but not all to benefit from 2017 super changes
Millions but not all to benefit from 2017 super changes
Millions but not all to benefit from 2017 super changes With changes to super now in effect, numerous Australians will get a leg up, many...
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Managing your money when you move in together
Managing your money when you move in together
Managing your money when you move in together Living together is a big step. You may be merging your lives more closely, but should you...
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Why Wo/ Man and machine is the future of finance
Why Wo/ Man and machine is the future of finance
Why Wo/ Man and machine is the future of finance Dr Bernard Meyerson, IBM’s chief innovation officer, was in the room in 2011 when his...
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What is the outlook for the Eurozone?
What is the outlook for the Eurozone?
29 August 2017 What is the outlook for the Eurozone? Key points The uplift in Eurozone growth is expected to continue. Business conditions and consumer...
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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

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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

 (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