Financial advice


Financial advice

Financial advice

We’re committed to helping you achieve your financial goals

Why AMP… Why FinancialPartners (Tas)?

FinancialPartners (Tas) are AMP financial advisers, we are committed to providing you with quality financial advice and services based on your needs, goals and current situation.

What makes us different?

FinancialPartners (Tas)… We are part of AMP Australia’s largest financial adviser network, with more than 4,400 aligned and employed advisers across Australia.

We provide training, support, research and ongoing development to make sure our advisers are equipped with the knowledge, expertise and experience to help you achieve your goals.

What’s more, we want to make sure you understand the services covered and how you’ll be charged for them before we come to an agreement with you. AMP advisers will explain their fees and payment options with you upfront, so you can be in control every step of the way.

The value of financial advice

We think an adviser is like a personal coach for your money. They bring the right knowledge, expertise and guidance to identify your specific goals and help you achieve them. And a little planning early on can go a long way.

Find out how good advice can help build wealth.

 

How can we help you with advice?

The level of involvement you choose depends on your goals and life stage. You may only want to meet with an adviser when something happens that causes you to reconsider your finances, like buying a house or starting a family. Or you may want a comprehensive, long-term plan.

Depending on the advice package you choose, we will be there to give you:

  • access to advice throughout the year
  • a mid-year review of your objectives and strategy
  • an annual review of your goals, financial position and strategy.

Our comprehensive approach to financial advice

We’ll work to understand you, your attitude to money and investment risk, what you want to achieve and where you are right now. It may be as simple as rearranging your budget, making smart decisions about saving and investing, or protecting yourself from the unknown.

In understanding what you want, we’ll develop a plan and show you how to move from where you are now to where you want to be. As you reach milestones, different life stages and as other things change, elements of your plan may need to change too. We can show you how your money can work harder—earning you more and costing you less. And by identifying any financial risks you are exposed to, we can make sure you look after what’s important to you.

What you can expect?

Whenever you want to discuss your finances, we’ll take a step-by-step approach. Typically, your adviser will:

  • meet with you to identify and agree on the advice you need
  • collect information and discuss costs upfront
  • define your goals and current position
  • consider your options
  • provide recommendations in writing
  • discuss and agree on recommendations
  • implement recommendations
  • review your objectives and finances to make sure you stay on track.


What type of advice do you need?

Whatever your stage in life, we can help you:

  • budget and manage your money
  • choose the right investment strategy
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation.

 

Take the first step towards your financial future.

If you need help with personalised advice on financial planning, be it wealth strategies or protection for you or your family, or a need to discuss your present or future retirement options give us a call today on 03 6343 1007.  


Alternatively send us a message or simply book an appointment now with one of our qualified financial planners on our online booking service at a mutually acceptable time.



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FinancialPartners (Tas) Pty Ltd ABN 26 160 284 739 is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706.


‘This blog post contains information that is general in nature. It does not not take into account the objectives, financial situation or needs of any particular person.  Because of this, before acting on any advice, you need to consider your financial situation and needs before making any decisions based on this information.


 You should consult a financial planner to consider how appropriate the advice is to your objectives, financial situation and needs.

 If you decide to purchase or vary a financial product, your financial adviser, AMP Financial Planning and other companies within the AMP Group may receive fees and other benefits. The fees will be a dollar amount and/ or a percentage of either the premium you pay or the value of your investment. Please contact us if you want more information.

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