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FinancialPartners (Tas) Pty Ltd
126 Hobart Road, Kings Meadows, Tasmania, Australia
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About FinancialPartners (Tas) Pty Ltd
FinancialPartners (Tas) Pty Ltd is an established finance and insurance agency located at Kings Meadows, Hobart Road, 126 in Australia. Whether you're a first-time homebuyer, looking to renovate, refinance, or invest, FinancialPartners is here to help make your financial dreams a reality.
At FinancialPartners, we understand the challenges and implications of China's slowdown and structural changes. That's why we provide valuable insights and expert advice through our podcast episodes and articles such as "Episode #84: China's slowdown & structural challenges & the implications for Australia" and "Oliver's insights - China's slowdown and structural challenges". We also delve into topics like productivity and its impact on the economy in our article "Insights: Why the need to lift productivity - and why it might be hard".
We take pride in recognizing outstanding achievements, and that's why we celebrate our monthly winner for August 2023, Financial Partners (TAS). Our team of financial advisers are dedicated to partnering with you to help you achieve the results you need. With Richard Bejah CPF® leading the way with 40 years of experience, including managing over 30 advisers as the AMP Financial Planning Agency Manager Northern Tasmania, you can trust that you're in capable hands.
Our Senior Financial Planner and Retirement Planning Specialist, Peter, has been helping clients prepare for retirement and maximize their retirement income since 1998. With a Diploma of Financial Planning and extensive experience dealing with Centrelink, Peter provides individually tailored financial advice that you can feel comfortable about. Outside of work, Peter enjoys spending time with his family and pursuing his hobbies of fishing, camping, and playing in community bands.
Whitley, another valued member of our team, brings over 17 years of experience in the services industry and a strong desire to empower people. With a Bachelor of Business, Diploma of Financial Planning, and a Masters of Financial Planning from Griffith University, Whitley specializes in debt consolidation, mortgage broking, risk, and superannuation for clients at any level of wealth. Her intelligence, care, ambition, and sensitivity make her an exceptional asset to our team.
Sue, with over 20 years in the financial planning industry, is our Business Administration Manager & Paraplanner. She believes in building long-term relationships with clients by listening to their needs and tailoring appropriate solutions to help them achieve their personal, financial, and lifestyle goals. Sue's expertise and dedication ensure that our clients receive professional and ethical financial advice.
Last but not least, Diane has been a part of the FinancialPartners (Tas) team since 2013, bringing over 30 years of experience in the financial services industry. Outside of work, Diane is actively involved in the community as an area manager/supervisor for Nutrimetics and volunteers for various non-profits and charities. Her passion is to help you reach your financial and lifestyle goals, even those you once just dreamed about.
At FinancialPartners (Tas) Pty Ltd, we are committed to helping you design your one-of-a-kind picture of tomorrow. With our team of dedicated financial advisers and a wide range of services including finance, insurance, and investment, we are here to provide you with the professional and ethical financial advice you need. Contact us today to start your journey towards financial success.
Photos of FinancialPartners (Tas) Pty Ltd
126 Hobart Rd, Kings Meadows TAS 7249, Australia
Opening hours of FinancialPartners (Tas) Pty Ltd
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of FinancialPartners (Tas) Pty Ltd
"My wife and I really appreciated working with Whitley to find and secure the right home loan for us with very little notice. She was easily contactable, always personable and of course knowledgeable. Her advice was very helpful and insightful and she was always ready to walk us through anything we didn't understand or were unsure about which gave us a great deal of confidence."
"I am extremely happy that I was directed to Whitley for my banking/finance needs. Advice was knowledgeable, current and passed on with my particular situation in mind. Every effort was made to ensure I had the best information and services available. Whitley was always available when needed, answering my sometimes endless questions promptly. I can highly recommend Whitley if you require someone who is both personable and professional. I am looking forward to working with Whitley again in the future."
"Great service and excellent work. We love working with Whitley! She gets our vision from the get go and helps us achieve our goals. Great financial planning advice and management of our mortgage accounts. Definitely recommend her and the team. Looking forward to work with them again in the future."
"I have dealt with Whitley Bejah at Financial Partners for a few years now, primarily using her Mortgage Broker skills. She's a wizard and always seems to make something work. My husband and I have been in vastly different stages in our life when we've needed her skills and she's always been able to find the best option for us. I have recommended her services before and will continue to do so. Whitley seems to genuinely care about her clients and has always presented options that are both suitable and sustainable for us . 10/10"
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