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 ……..

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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.
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
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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...
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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.
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Oliver’s insights – falling inflation – what does it mean for investors?
The surge in inflation coming out of the pandemic and its subsequent fall has been the dominant driver of investment markets over the last two years – first depressing shares and bonds in 2022 and then enabling them to rebound.
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Oliver’s insights – 2024 macro investment outlook
Despite lots of angst at the start of the year, 2023 turned out far better than feared. Dr Shane Oliver reflects on key themes from the past year and suggests what investors should look out for in 2024
Read More "Oliver’s insights – 2024 macro investment outlook"
Econosights – Australian household wealth
Australia ranked as having one of the lowest rates of disposable income growth per capita amongst OECD countries in mid-2023. Deputy Chief Economist, Diana Mousina examines the implications of these and what Australians may expect.
Read More "Econosights – Australian household wealth"
Oliver’s insights – The RBA leaves rates on hold
The decision by the RBA to leave rates on hold at its December meeting and whether we have reached the top or not. At its December meeting the RBA left rates on hold but retained a tightening bias with still relatively hawkish commentary.
Read More "Oliver’s insights – The RBA leaves rates on hold"
Oliver’s insights – Australian dollar
Five reasons to expect the Australian dollar to rise into next year: it’s undervalued; short term interest rate differentials look likely to shift in favour of Australia; sentiment towards the $A is negative; commodities still look to have entered a new super cycle; and Australia has a solid current account surplus.
Read More "Oliver’s insights – Australian dollar"
Welcome to the Summer edition of Haven – Financial Partners (TAS)
Do you have any idea what a home loan really ends up costing over the life of a mortgage? Thanks to the interest paid over an average 30-year loan term,...
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Econosights – Australia’s high population growth
There has been a lot of focus on the record high level of Australia’s population growth in 2023 from the boom in immigration. We look at the impact of high population growth on the economy in this Econosights.
Read More "Econosights – Australia’s high population growth"
November 2023 Market update
November 2023 Market update    Download PDF version Market update The table below provides details of the movement in average investment returns from various asset classes for the period up...
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Oliver’s insights – nine key things for successful investing
Successful investing is not always easy and can be stressful. Even in good times. For this reason, it’s useful for investors to keep a key set of things in mind.
Read More "Oliver’s insights – nine key things for successful investing"
Weekly market update 17-11-2023
Shares up in the US, Eurozone and Japan but not in China; inflation is continuing to fall about as quickly as it went up; Australian wages & jobs are proving to be not strong enough for another RBA hike; and more.
Read More "Weekly market update 17-11-2023"
Sneak peek – Oliver’s insights Podcast: Ep#98
Episode #98: Australian home prices up on supply shortfall, but at risk from high rates The last three major cyclical upswings in home prices have required lower interest rates to...
Read More "Sneak peek – Oliver’s insights Podcast: Ep#98"
Learn the art of budgeting
Doing a budget helps you see where your money is going. It can help you feel confident and in control of your finances. 💰💯 Use Moneysmart's budget planner to make...
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Five constraints on medium term investment returns
  Download PDF version Five constraints on medium term investment returns Key points - Five megatrends suggest higher medium term inflation pressures & lower economic growth than pre-pandemic. - These...
Read More "Five constraints on medium term investment returns"
Don’t get burnt by hype – Research an investment opportunity
Smart investors plan, research and understand their investments, and how they fit with their financial goals. Don't get burnt by hype. Invest in facts. Start with Moneysmart. Visit https://moneysmart.gov.au/investment-warnings Original Author: Produced by Moneysmart...
Read More "Don’t get burnt by hype – Research an investment opportunity"
Oliver’s insights Podcast: Ep#97
Episode #97: Five constraints on medium term investment returns In the 1980s and 90s superannuation investment returns were very strong. But since 1999, nominal superannuation returns have been more constrained...
Read More "Oliver’s insights Podcast: Ep#97"
The threat of higher oil and petrol prices flowing from the war in Israel
Download PDF version The threat of higher oil and petrol prices flowing from the war in Israel Key points - The war in Israel has added to the upside risks...
Read More "The threat of higher oil and petrol prices flowing from the war in Israel"
Oliver’s insights – Medium Term Returns
Since 1999 nominal returns have been more constrained averaging 6.2% pa as we entered a lower return world with real returns averaging 3.6% pa. The odds are that returns are likely to be even more constrained over the next 5 to 10 years. This article looks at why.
Read More "<div>Oliver’s insights – Medium Term Returns</div>"
Econosights – geopolitics
Geopolitical events tend to create volatility in financial markets and as a result, investors have become more interested in geopolitical risks over the past few years. We look at the impact of geopolitics on financial markets in this edition of Econosights.
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Weekly market update 20-10-2023
The new highs in bond yields are putting increasing pressure on share market valuations; the conflict in Israel presents a dilemma for central banks; the high risk of another RBA rate hike, which will add to recession risk; and more.
Read More "Weekly market update 20-10-2023"
Oliver’s insights Podcast: Ep#95
Episode #95: The threat from higher oil and petrol prices Posing many humanitarian consequences, the war between Israel and Hamas could further lead to a surge in oil prices that...
Read More "Oliver’s insights Podcast: Ep#95"
Bonds are Back
In this AMP Investments webinar, hear from Diana Mousina, Deputy Chief Economist, give an overview of the current macro-economic backdrop, followed by Chris Baker, Portfolio Manager, who provides a deep dive on the current fixed income environment.
Read More "Bonds are Back"

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Federal Budget October 2023-24 Your wrap up of what this budget means for you.

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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.

 

 

Meet our team

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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)

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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.

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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.

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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.

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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.”