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 60 years combined experience in financial advice, our 3 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
 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 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.
Market Update 18 June | AMP Capital
Market Update 18 June Investment markets and key developments over the past week While US shares fell over the last week as the Fed surprised on the hawkish side and...
Read More "Market Update 18 June | AMP Capital"
Planning for the financial care of a special needs child | Money & Life
Planning for the financial care of a special needs child Caring for a child with special needs can place an extra financial burden on families. We speak to CERTIFIED FINANCIAL...
Read More "Planning for the financial care of a special needs child | Money & Life"
Tax deductible donations: Get the most out of giving back | Money & Life
Tax deductible donations: Get the most out of giving back Giving to charity can be a great way to help others and give your tax return a boost, but not...
Read More "Tax deductible donations: Get the most out of giving back | Money & Life"
Supporting your kids, without sacrificing your own retirement | Money & Life
Supporting your kids, without sacrificing your own retirement With careful planning, you can give a helping hand to your adult children financially, while still enjoying a comfortable retirement. In the...
Read More "Supporting your kids, without sacrificing your own retirement | Money & Life"
Back in Style: Rapid COVID recovery a kick starter for the retail sector | AMP Capital
Back in Style: Rapid COVID recovery a kick starter for the retail sector While “rona” was selected by Macquarie Dictionary as 2020’s word of the year, “stir-crazy” would have made...
Read More "Back in Style: Rapid COVID recovery a kick starter for the retail sector | AMP Capital"
Market Update 11 June | AMP Capital
Market Update 11 June Investment markets and key developments over the past week Global share markets mostly rallied over the last week. The big surprise perhaps was the US where...
Read More "Market Update 11 June | AMP Capital"
Inflation – why it matters for investment markets | AMP Capital
  Inflation – why it matters for investment markets Key points The shift from high inflation to low inflation has been a key tailwind for investment returns over the last...
Read More "Inflation – why it matters for investment markets | AMP Capital"
Planning a career break? Here’s how to manage your superannuation
Planning a career break? Here are tips to help keep your super on track Whether you’re doing it because you want to travel, study or start a family, taking a...
Read More "Planning a career break? Here’s how to manage your superannuation"
Planning ahead for the new financial year | AMP Capital
Planning ahead for the new financial year As history shows, a new financial year usually brings new opportunities in super and the commencement of the 2021/22 financial year is no...
Read More "Planning ahead for the new financial year | AMP Capital"
What is capital gains tax?
What is capital gains tax and when might I have to pay it? Capital gains tax may be payable when you sell a certain asset (such as shares, land or...
Read More "What is capital gains tax?"
Market Update 4 June | AMP Capital
Market Update 4 June   Investment markets and key developments over the past week Global share markets were mixed over the last week with Eurozone shares up, but US shares...
Read More "Market Update 4 June | AMP Capital"
Market Update 28 May | AMP Capital
Market Update 28 May Investment markets and key developments over the past week Global share markets rebounded over the last week as inflation fears faded a bit and economic data...
Read More "Market Update 28 May | AMP Capital"
Inflation Q&A – should we be worried about higher inflation? | AMP Capital
Inflation Q&A – should we be worried about higher inflation? Key points Inflation will likely rise further in the months ahead due to base effects, bottlenecks & reopening but it’s...
Read More "<div>Inflation Q&A – should we be worried about higher inflation? | AMP Capital</div>"
6 steps to feel more positive about your finances
6 steps to help you feel more positive about your finances Managing your money doesn’t have to be stressful. By breaking down your goals and establishing good habits you can...
Read More "6 steps to feel more positive about your finances"
How to make the most of this year’s tax return
How to prepare, lodge and maximise your 2021 tax return With tax time nearly upon us, you might be interested in the following deduction tips, which may help increase the...
Read More "<div>How to make the most of this year’s tax return</div>"
Market Update 21 May | AMP Capital
Market Update 21 May   Investment markets and key developments over the past week Share markets had a bit of a rough ride with inflation fears continuing to impact and...
Read More "Market Update 21 May | AMP Capital"
The superannuation health check | Money & Life
The superannuation health check Does your super deserve a clean bill of health? Managing your super might seem tricky, but it doesn’t need to be. With a few simple tweaks,...
Read More "<div>The superannuation health check | Money & Life</div>"
Navigating your tax return for 2021 | Money & Life
Navigating your tax return for 2021 Do you want to get more from your tax return this financial year, but you’re not sure where to start? It could be as...
Read More "<div>Navigating your tax return for 2021 | Money & Life</div>"
What can a financial planner do for me in 2021? | Money & Life
What can a financial planner do for me in 2021? With the ups and downs of the COVID-19 pandemic largely behind us, now’s a great time to revisit your finances....
Read More "<div>What can a financial planner do for me in 2021? | Money & Life</div>"
Big-spending Federal Budget set to spur on the recovery | AMP Capital
Big-spending Federal Budget set to spur on the recovery The 2021 Federal Budget harks back to the immediate post GFC budgets in some ways, with the Treasurer resisting any temptation...
Read More "Big-spending Federal Budget set to spur on the recovery | AMP Capital"
Market Update 14 May | AMP Capital
Market Update 14 May Source: Bloomberg, FXStreet, AMP Capital Investment markets and key developments over the past week Share markets fell over the past week as US inflation data for...
Read More "Market Update 14 May | AMP Capital"
Federal Budget 2021-22
2021-22 Federal Budget roundup As the COVID economic landscape continues to take shape, Australian Federal Treasurer Josh Frydenberg has handed down the 2021-22 Federal Budget. Among the proposed changes, he announced continuing tax relief for lower...
Read More "Federal Budget 2021-22"
The 2021-22 Australian Budget – spending the growth windfall to further grow the economy towards full employment | AMP Capital
The 2021-22 Australian Budget – spending the growth windfall to further grow the economy towards full employment Key points The Government now expects the Federal budget deficit to peak at...
Read More "The 2021-22 Australian Budget – spending the growth windfall to further grow the economy towards full employment | AMP Capital"
APR 21 – Federal Budget & global markets update | AMP Capital
ECONOMICS & MARKETS APR 21 - Federal Budget & global markets update   After a historical Federal Budget spending spree in 2020, what impact will the 2021 Budget have on the...
Read More "<div>APR 21 – Federal Budget & global markets update | AMP Capital</div>"
Market Update 07 May | AMP Capital
  Market Update 07 May   Investment markets and key developments over the past week Share markets mostly rose over the last week helped by good earnings and dovish central...
Read More "Market Update 07 May | AMP Capital"
The return of geopolitical risk? – what to watch over the remainder of 2021 | AMP Capital
The return of geopolitical risk? – what to watch over the remainder of 2021 Key points Geopolitical issues generate much interest but don’t necessarily have a significant impact on markets....
Read More "The return of geopolitical risk? – what to watch over the remainder of 2021 | AMP Capital"
AMP’s Tomorrow Fund 2021
AMP's Tomorrow Fund is again offering amazing Australians doing great things the chance to share in $1 million in grants. Individuals of all ages, interests and walks of life who...
Read More "AMP’s Tomorrow Fund 2021"

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

Richard Bejah

Richard Bejah CFP®, Dip FP, CIP, AFPA

Principal & Certified Financial Planner®

Profile Summary

Richard Bejah CPF® has been with AMP Financial Planning for over 37 years starting in 1982 in Darwin NT (4 years), then onto Gosford NSW (5 years) and then to Launceston 28 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)

For Full details

FinancialPartners (Tas)
Peter Grossman

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.

For Full details

FinancialPartners (Tas)
Whitley Bradford

Whitley Bradford

MFinPlanning, BBus, Dip FP

Financial Planner & Accredited Mortgage Consultant 

Profile summary

Whitley has been working in the services industry for over 14 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.

For Full details

FinancialPartners (Tas)
Suzanne Iles

Suzanne Iles ADV Dip FS (FP)

Business Administration Manager & Paraplanner.

Profile summary

Sue has been in the financial planning industry for more than 18 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.

FinancialPartners (Tas)
Dianne Brzeski

Dianne Brzeski  

Telephone Services 

Profile summary

Diane has worked in the financial services industry for over 27 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.

FinancialPartners (Tas)

 

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