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.
Is this your year to retire?
Is this your year to retire?
Is this your year to retire? If you’ve got retirement in your sights this year, we’ve got the ultimate checklist to help you retire in...
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What are “returns”?
What are “returns”?
What are “returns”?  You’ve heard people brag about the great “returns” they may be earning, but there is more than meets the eye when it...
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Weekly Market Update 20 April 2018
Weekly Market Update 20 April 2018
Weekly Market Update 20 April 2018 Investment markets and key developments over the past week The news flow was less dominated by politics this week...
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Can I put money into super when I’m 65 or over?
Can I put money into super when I’m 65 or over?
Can I put money into super when I’m 65 or over? If it’s a voluntary contribution, you’ll need to have worked for at least 40...
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Splurge or save?
Splurge or save?
Splurge or save? We all have luxuries that tempt us to spend more and things we wouldn’t dream of shelling out for. We asked the...
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The blended family balancing act
The blended family balancing act
The blended family balancing act When one family becomes two - or more - financial stress can multiply too. Get expert tips from CERTIFIED FINANCIAL PLANNER® professional...
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5 tips to save money at university
5 tips to save money at university
5 tips to save money at university Back at uni? Do away with the poor student clichés with these money making and money saving tips....
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Putting yourself first when planning for retirement
Putting yourself first when planning for retirement
Putting yourself first when planning for retirement You know when you’re on a plane about to take off and the cabin crew is demonstrating the...
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7 little ways to be better with money
7 little ways to be better with money
7 little ways to be better with money  Discover these 7 essential ways to change your money mindset and behaviour for good and feel richer...
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Environmental, Social and Governance (ESG) Wrap 12 April 2018
Environmental, Social and Governance (ESG) Wrap 12 April 2018
Environmental, Social and Governance (ESG) Wrap 12 April 2018 Welcome to the Environmental, Social and Governance (ESG) Wrap, where our team share the latest ESG...
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What is the cost of raising a child?
What is the cost of raising a child?
What is the cost of raising a child? We take a look at the costs that come with raising kids through the different stages of...
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Accountant or Planner – which do I need?
Accountant or Planner – which do I need?
Accountant or Planner – which do I need? When it comes to sorting out money matters, where do you go to seek professional help? Can...
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Life cover – do you even have it?
Life cover – do you even have it?
Life cover – do you even have it? If you have family, dependents or debt, life insurance might be important, but one in four Aussies...
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Weekly Market Update 13 April 2018
Weekly Market Update 13 April 2018
Weekly Market Update 13 April 2018 Investment markets and key developments over the past week Share markets rose over the last week as, while volatility...
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Get your new financial year game on
Get your new financial year game on
Get your new financial year game on We're about three quarters of the way through this financial year, but don't worry, you'll be wearing a...
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Why buying too many items on sale could be costing you a mint
Why buying too many items on sale could be costing you a mint
Why buying too many items on sale could be costing you a mint Are you rushing out to buy things you need, or could really...
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Mini-retirement – where do I sign?
Mini-retirement – where do I sign?
Mini-retirement – where do I sign? Think a mini-retirement sounds like a pipe-dream? If you daydream about having the time and energy to get through...
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New legislation aims to benefit first home buyers and downsizers
New legislation aims to benefit first home buyers and downsizers
New legislation aims to benefit first home buyers and downsizers Changes aimed at improving housing affordability have passed through parliament. See what the new rules...
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Young and broke? There’s another way
Young and broke? There’s another way
Young and broke? There’s another way When you’re young it can seem like you’ll always be living from paycheck to paycheck with nothing left for...
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US China trade war fears – Q & A
US China trade war fears – Q & A
US China trade war fears – Q & A Key points President Trump’s actions on trade are mainly aimed at achieving better access for US...
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Psychology: the investment rollercoaster

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, see our Education Fact Sheets below for some great information.
Six traits of Australians living the dream
Six traits of Australians living the dream
Six traits of Australians living the dream Almost one in four Australians (23%) believe they are definitely or mostly ‘living the dream’, according to recent research from the Financial Planning Association.iHere are six traits that have helped them to achieve their dreams. 1. Strong personal habits Australians living the dream are family oriented, spending more quality time with their family during the week than the average Australian. And they’re five...
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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.... Read More>>>   Download the free PDF file
Read More.... Download PDF
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....   Read More>>>   Download the free PDF file
Read More.... Download PDF
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....   Read More>>>   Download the free PDF file
Read More.... Download PDF
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....   Read More>>>   Download the free PDF file
Read More.... Download PDF
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....   Read More>>>   Download the free PDF file
Read More.... Download PDF
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....   Read More>>>   Download the free PDF file
Read More.... Download PDF
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....   Read More>>>   Download the free PDF file
Read More.... Download PDF

 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    

What’s your retirement number? Start exploring yours with the AMP retirement needs calculator at amp.com.au/retirementnumber

 

Retirement Careers    

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

Which one are you?

Try this Retirement Quiz

  

What’s your retirement career? Have some fun with your future. 

 

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

 

 

Take control of your cash-flow.

 

 

Budget Planner Download

How Australians save money infographic

 

Use the ASIC savings goals calculator to reach your money goals

Meet our team @ FinancialPartners (Tas)

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               & 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

  (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

 (Swipe left for more on mobile device)

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