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.
The top 10 lifestyle costs draining Aussies of cash
The top 10 lifestyle costs draining Aussies of cash
The top 10 lifestyle costs draining Aussies of cash Six out of the top ten categories relate to just two things. Can you guess what...
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Are Australian households more vulnerable than we think?
Are Australian households more vulnerable than we think?
  Are Australian households more vulnerable than we think? A lot has been said and written about Australia’s household debt levels and possible implications on...
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The “gradually” maturing investment cycle – what is the risk of a US recession?
The “gradually” maturing investment cycle – what is the risk of a US recession?
21 February 2018 The “gradually” maturing investment cycle – what is the risk of a US recession? Key points With inflationary pressures starting to rise...
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3 simple steps to create a budget
3 simple steps to create a budget
3 simple steps to create a budget Nearly two out of five Aussies believe budgeting is too much effort, but these quick tips could make...
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Econosights – US fiscal policy in 2018/19 – making sense of the recent changes
Econosights – US fiscal policy in 2018/19 – making sense of the recent changes
Econosights - US fiscal policy in 2018/19 - making sense of the recent changes Key points US Congress recently approved a lift to government spending...
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Weekly Market Update 16 February 2018
Weekly Market Update 16 February 2018
Weekly Market Update 16 February 2018 Investment markets and key developments over the past week Share markets rebounded over the last week, as share investors...
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Environmental, Social and Governance (ESG) Wrap
Environmental, Social and Governance (ESG) Wrap
Environmental, Social and Governance (ESG) Wrap Welcome again to the Environmental, Social and Governance (ESG) Wrap, where our team share the latest ESG issues in...
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What if interest rates rise faster than expected?
What if interest rates rise faster than expected?
What if interest rates rise faster than expected? The US Federal Reserve may raise interest rates twice as often as the market expects in 2018,...
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Australian’s love affair with debt – how big is the risk?
Australian’s love affair with debt – how big is the risk?
Australian’s love affair with debt – how big is the risk? Key points Household debt levels in Australia are high compared to other countries and...
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The outlook for real assets in 2018
The outlook for real assets in 2018
The outlook for real assets in 2018 Adjustments to monetary policy by Central Banks globally, along with the technological change sweeping through and changing the...
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Equities riding on fear not fundamentals
Equities riding on fear not fundamentals
12 February 2018 Equities riding on fear not fundamentals “The only thing we have to fear is fear itself,” said Franklin D Roosevelt at his...
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5 ways to keep a cool head in a falling share market
5 ways to keep a cool head in a falling share market
09 February 2018 5 ways to keep a cool head in a falling share market Despite concern, falling share prices are not necessarily a sign...
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Weekly Market Update 09 February 2018
Weekly Market Update 09 February 2018
Weekly Market Update 09 February 2018 Investment markets and key developments over the past week Share markets had another rough week as the worries around...
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How to work out your retirement number
How to work out your retirement number
How to work out your retirement number The amount of money needed for retirement is not one size fits all. How you’d like to spend...
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Love and money? It’s not about control
Love and money? It’s not about control
Love and money? It’s not about control With Valentine's Day around the corner, it's a good time to explore shared ideas, and how you manage...
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The pullback in shares – seven reasons not to be too concerned
The pullback in shares – seven reasons not to be too concerned
09 February 2018 The pullback in shares – seven reasons not to be too concerned Key points The current pullback in shares has been triggered...
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‘Volatility comes in clusters’: Dermot Ryan
‘Volatility comes in clusters’: Dermot Ryan
09 February 2018 ‘Volatility comes in clusters’: Dermot Ryan Investors glued to their share portfolio screens recently following the abrupt share market selloff should expect...
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The Australian infrastructure pipeline – is it as good as it gets?
The Australian infrastructure pipeline – is it as good as it gets?
The Australian infrastructure pipeline – is it as good as it gets? Key points Policymakers in the advanced economies have been talking up the need...
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7 healthy habits that could improve your bank balance this year
7 healthy habits that could improve your bank balance this year
7 healthy habits that could improve your bank balance this year See how you could benefit your body, while upping the change in your back...
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What high household debt means for investors
What high household debt means for investors
What high household debt means for investors “High house-hold debt is Australia’s Achilles heel,” says AMP Capital Head of Investment Strategy and Economics and Chief...
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Psychology: the investment rollercoaster

Dr Shane Oliver, Head of Investment Strategy and Chief Economist, discusses the rollercoaster of investor emotions and how investor psychology works over the market cycle.

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.
Growing your wealth
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....
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Managing your money
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....
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Government support in retirement
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....
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Distributing your assets
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....
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Maintaining your lifestyle
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....
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Protecting your wealth
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....
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Investing in your future
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....
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Time to start planning your retirement for tomorrow

Take control of your super. 

Take control of your super. 

Retirement may seem like a long way off, but putting money into super now is still a tax effective way to invest your money.

 Retirement still more than 10 years away    

Retirement Careers

The Adventurer, The Worker, The Survivor, The Giver      Which one are you?

Watch our videos describing  four personas you may relate to in retirement. FinancialPartners can help you plan for the retirement lifestyle you want.




Want to work out which one is YOU? Just answer the Retirement quiz. 

 

Try this Retirement Quiz

  

What’s your retirement career? Have some fun with your future. Take our quick quiz to discover which of four personas you might relate to in retirement. 

 

Find out how you might be tracking for the retirement you want with the retirement simulator

 

 

Take control of your cash-flow.

 

 

Budget Planner Spreadsheet

Budget Planner SpreadsheetBudget Planner Download

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

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

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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

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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