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 65 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. 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.
SEP 2020 – Global markets and macro update – persevering through the ‘new normal’
ECONOMICS & MARKETS SEP 2020 - Global markets and macro update - persevering through the ‘new normal’ By Diana Mousina Economist - Investment Strategy & Dynamic MarketsSydney Australia Please join Diana...
Read More "SEP 2020 – Global markets and macro update – persevering through the ‘new normal’"
Econosights: The outlook for the global economy
Econosights: The outlook for the global economy   Key points Our forecasts anticipate a solid rebound in global GDP growth over 2H2020 across developed economies from re-openings after strict national...
Read More "Econosights: The outlook for the global economy"
Don’t want to be retired and in debt?
6 ways to help reduce your debts before you retire As your working life draws to a close, your social life and recreational activities don’t have to. If you’re anxious...
Read More "Don’t want to be retired and in debt?"
Market Update 25 September 2020 | AMP Capital
Market Update 25 September 2020 Investment markets and key developments over the past week Global share markets fell again over the last week on concerns about rising coronavirus cases, tightening...
Read More "Market Update 25 September 2020 | AMP Capital"
Australia’s “eye popping” budget deficit and public debt blow out – can it be paid off? Does it matter? | AMP Capital
Australia’s “eye popping” budget deficit and public debt blow out - can it be paid off? Does it matter?   Key points The Australian Federal budget next month will likely...
Read More "Australia’s “eye popping” budget deficit and public debt blow out – can it be paid off? Does it matter? | AMP Capital"
Market Update 18 September 2020 | AMP Capital
Market Update 18 September 2020 Investment markets and key developments over the past week Share markets mostly rose slightly over the last week after two weeks of falls helped by...
Read More "Market Update 18 September 2020 | AMP Capital"
How to identify (and beat) your spending triggers
How to identify (and beat) your spending triggers Are you buying more to perk yourself up? You aren’t alone. Since the start of COVID, there’s been an increase in online...
Read More "How to identify (and beat) your spending triggers"
Tax offsets for low and middle income earners
Tax offsets for low and middle income earners What you need to know about low and middle income tax offsets Currently, there are two tax offsets for low and middle...
Read More "Tax offsets for low and middle income earners"
AMP Foundation’s COVID-19 community boost
Twenty-three charities have shared in $2 million in AMP Foundation COVID-19 Community Boost grants to help them support Australians through these challenging times. Learn more: https://www.amp.com.au/COVIDgrants Original Author: Produced by AMP...
Read More "AMP Foundation’s COVID-19 community boost"
What do July’s strong building approval numbers say about Australia’s growth prospects? | AMP Capital
What do July’s strong building approval numbers say about Australia’s growth prospects? Building approvals in Australia surged by 12% in July, up 6.3% compared to a year ago. This was...
Read More "What do July’s strong building approval numbers say about Australia’s growth prospects? | AMP Capital"
Market Update 11 September 2020 | AMP Capital
Market Update 11 September 2020   Investment markets and key developments over the past week The equity market correction that started last week, driven by falls in tech stocks, has...
Read More "Market Update 11 September 2020 | AMP Capital"
What to do next if you’re facing redundancy
What to do next if you’re facing redundancy Uncertainty around COVID-19 might be increasing your stress levels about losing your job, but here are five ways to soften the financial...
Read More "What to do next if you’re facing redundancy"
GDP figures are creeping to Great Depression levels, but there’s more to the story | AMP Capital
  GDP figures are creeping to Great Depression levels, but there’s more to the story   On September 2, gross domestic product (GDP) data for the June quarter confirmed that...
Read More "GDP figures are creeping to Great Depression levels, but there’s more to the story | AMP Capital"
More action out of the RBA this month to support the economy | AMP Capital
More action out of the RBA this month to support the economy   At its September board meeting, the RBA left interest rates on hold, which was no big surprise....
Read More "More action out of the RBA this month to support the economy | AMP Capital"
5 tips for a better retirement
5 tips for a better retirement It’s never too late to make savvy decisions about your retirement. Retirement is an exciting time. It’s the long-awaited reward for a lifetime of...
Read More "5 tips for a better retirement"
Market Update 04 September 2020 | AMP Capital
Market Update 04 September 2020 Investment markets and key developments over the past week US shares hit another record high mid-week only to be reversed by the end of the...
Read More "Market Update 04 September 2020 | AMP Capital"
How to have a good relationship with your retirement
How to have a good relationship with your retirement “The best piece of financial advice I give, is telling people to treat money in the same way they do their...
Read More "How to have a good relationship with your retirement"
Market outlook Q&A – disconnect to real economy, growth v value, vaccines, property, gold, inflation and other issues | AMP Capital
Market outlook Q&A – disconnect to real economy, growth v value, vaccines, property, gold, inflation and other issues Key points Share markets often lead economic recoveries. Share markets are likely...
Read More "<div>Market outlook Q&A – disconnect to real economy, growth v value, vaccines, property, gold, inflation and other issues | AMP Capital</div>"
Market Update 28 August 2020 | AMP Capital
Market Update 28 August 2020 Investment markets and key developments over the past week Global share markets rose over the past week helped by continuing signs of economic recovery, positive...
Read More "Market Update 28 August 2020 | AMP Capital"
Upgrade or Renovate? | Q&AMP
Upgrade or Renovate? Are you running out of space or yearning for a change of scenery? In this episode of Q&AMP, we consider the tough decision to either move somewhere...
Read More "Upgrade or Renovate? | Q&AMP"
Getting started in property | Q&AMP
Getting started in property Buying your first home is exciting but can also be overwhelming. It’s one of the biggest purchases you’ll ever make in your lifetime, so it’s critical...
Read More "Getting started in property | Q&AMP"
AUG 20 – Shane Oliver’s update on the current state of global share markets | AMP Capital
ECONOMICS & MARKETS AUG 20 - Shane Oliver’s update on the current state of global share markets Please join Shane Oliver, Head of Investment Strategy and Chief Economist, for an...
Read More "AUG 20 – Shane Oliver’s update on the current state of global share markets | AMP Capital"
4 reasons the share market could hold up against COVID-19
4 reasons the share market could hold up against COVID-19 There are very good reasons for the faith that investors are placing in equities markets. News around the COVID-19 pandemic...
Read More "4 reasons the share market could hold up against COVID-19"
Econosights: The outlook for consumers | AMP Capital
Econosights: The outlook for consumers Key points Despite the fall in Australian employment since March, total household incomes have risen from government payments and other measures including the mortgage deferral...
Read More "Econosights: The outlook for consumers | AMP Capital"
How to budget for your social life in retirement
How to budget for your social life in retirement Have you considered what's on the agenda, such as how often you see yourself eating out and whether you want to...
Read More "How to budget for your social life in retirement"
Seven reasons why the trend in shares will likely remain up, albeit with bumps along the way | AMP Capital
  Seven reasons why the trend in shares will likely remain up, albeit with bumps along the way   Key points Shares have had a strong run up from their...
Read More "Seven reasons why the trend in shares will likely remain up, albeit with bumps along the way | AMP Capital"
Market Update 21 August 2020 | AMP Capital
Market Update 21 August 2020   Investment markets and key developments over the past week Share markets were mixed over the last week. US shares rose slightly but have been constrained...
Read More "Market Update 21 August 2020 | AMP Capital"
The twilight zone: Australian house prices falling but worse to come
  The twilight zone: Australian house prices falling but worse to come Average property prices across Australia’s capital cities fell for the third month in a row in July. The...
Read More "The twilight zone: Australian house prices falling but worse to come"

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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.”