What is financial planning? Regardless of your age, life stage or wage, a financial planner can work with you to reach your financial and life goals, whether short-term or long-term. This article offers an introduction to what financial planning is, how it works, and how it can benefit you. What is financial planning? Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – and the first …
5 questions to ask your financial planner Finding the right financial planner for your needs, goals and life stage is essential to help you achieve your financial goals. As a specialist profession, it’s important to check your financial planner is professionally licensed and qualified to provide you with advice. Equally important is the rapport you have with them – it should be comfortable and feel like the right fit from the start. Here are five …
Five good reasons for seeking financial advice Financial advice isn’t just for people with wealth. Whether you’ve set your sights on owning a home or retiring early, advice from a financial planner can help you make it happen. Buying a home Managing your budget and cash flow to save for a deposit are key to getting you into your first home. A financial planner can help you simplify and prioritise your finances and manage existing …
The two of us Starting a new chapter in their lives as a married couple, Jamie and Tilly Brauer reached out to financial planner Murray Wilkinson for guidance in setting up their young family for a secure future. Hear their story and how their life has transformed thanks to his advice. Tilly and Jamie Tilly’s parents had been making a strong case for us to speak with Murray, saying they wish they’d had the benefit …
The best money blogs and financial advice for 20-somethings Are you a 20-something, a Millennial, a Gen Y or a Gen Next? Actually, it’s a trick question, as they’re all the same thing. Whether you believe such a label applies to you or not, you may think managing your money better isn’t something you should be doing until you’re 30-something and living in your own home with kids. Here we feature some money blogs to …
The true value of financial advice Does investing in a financial planner really pay off? According to the latest research from Sunsuper you could be thousands of dollars better off when you make choices based on professional financial advice. Plus you’ll take more family holidays, have greater peace of mind and more confidence in your financial decisions. Teaming up with research experts, Core Data, Sunsuper have released The Value of Advice Report. Insights include financial forecasts …
If you’re looking for a home loan, Financial Partners (TAS) is here to help. If it’s your first home, or if it’s time to renovate, refinance or invest, we’re here to help make it happen. Contact us now 03 6343 1007 Ask for Whitley. Why should you use a mortgage broker? There are lots of good reasons why …….. We streamline the process.The first step is ……… Get started with our Free Guides
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 …
FinancialPartners 1st Radio Ad Script MV1: Financial planning! We knew we had to do something! FV: So glad we went to Financial Partners – everything made sense! MVO: Financial Partners provides professional financial advice to help make your picture of tomorrow become a reality. Experts in retirement planning and super, the experienced Financial Partners team can show how to meet your needs in retirement and maximise government benefits where available. Start tomorrow, today …
