Why Get Financial Advice?
Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?
The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future
Investments
Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.
Wealth Protection
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Mortgage Broking
Whether you’re buying a home for the first time, refinancing or investing, a FinancialPartners (TAS) broker can provide all the information you need.
Estate Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Our financial planning process
Discovery Call
Gather Data
Financial Plan
Implementation
Support
Our Financial Planning Process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Discovery Call
Gather Data
Financial Plan
Implementation
Support
Are you looking for a Home Loan
Financial Partners (TAS) is here to help.
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 ………
Insights
More volatile and constrained – the macro investment outlook for 2025
It’s super hump month. Make the most of it
Insuring against loss of income
Three simple steps for financial wellness
Investing in property? Know the costs before you buy
Preparing your kids for financial success
What our clients say
Because a simple thank you in not enough…. How about 3! Thank you so very much for being there when we really needed you, & with all our complications money wise etc (you know what we mean) Thanks again, must bring those scones in soon & flowers. We hope you will always be there in future (Thanks again) Your friends
Thank you