Your first choice for a positive financial future

Highly Qualified

Friendly Staff

Relationship Focused

Tailor Made Advice

Rick Foster – Senior Adviser

Hi I’m Rick Foster, I am an Authorised Representative of Financial Services Partners and I have been providing quality Financial Planning Advice since 1989. I consider myself one of the lucky ones because I absolutely love what I do. I enjoy working with both my current and new clients, helping them achieve their financial goals. I believe people don’t care how much you know until they know how much you care – these are words we live by. I know you will have a great experience with us and I look forward to seeing you soon.

Jarrad Murphy – Senior Adviser

Hi I’m Jarrad Murphy and I am a Financial Planner here at Financial Services Partners. I want to discover what matters to you most, making sure the goals you set and the plans you make are in line with your core values. I believe Financial Planning doesn’t need to be a complicated process. The most effective plan is one that targets the things in life that are most important to you, and are easy to put into action.

Simon Young – Senior Adviser

Hi I’m Simon Young and I am a Senior Advisor at Financial Services Partners. I have over 25 years experience in the Financial Planning industry and have worked with individuals, families and small businesses. I believe trust is an incredibly important factor in Financial Planning and understand the importance of building strong relationships with our clients. I look forward to helping you achieve your financial goals.

Rick Foster – Senior Adviser

 

Hi I’m Rick Foster, I am an Authorised Representative of Financial Services Partners and I have been providing quality Financial Planning Advice since 1989. I consider myself one of the lucky ones because I absolutely love what I do. I enjoy working with both my current and new clients, helping them achieve their financial goals. I believe people don’t care how much you know until they know much you care – these are words we live by. I know you will have a great experience with us and I look forward to seeing you soon.

Jarrad Murphy – Senior Adviser

 

Hi I’m Jarrad Murphy and I am a Financial Planner here at Financial Services Partners. I want to discover what matters to you most, making sure the goals you set and the plans you make are in line with your core values. I believe Financial Planning doesn’t need to be a complicated process. The most effective plan is one that targets the things in life that are most important to you, and are easy to put into action.

Simon Young – Senior Adviser

 

Hi I’m Simon Young and I am a Senior Advisor at Financial Services Partners. I have over 25 years’ experience in the Financial Planning industry and have worked with individuals, families and small businesses. I believe trust is an incredibly important factor in Financial Planning and understand the importance of building strong relationships with our clients. I look forward to helping you achieve your financial goals.

Call today to learn how we can help you achieve your financial goals

Phone: (08) 8299 9855

Hear what our clients have to say

Enjoy living, we will make sure your future is taken care of

SUPERANNUATION

SUPERANNUATION

This is a tax effective investment structure that most Australians use to save for their desired retirement lifestyle. We know the best ways to help you with your Superannuation Fund to maximise the benefits available and keep you on track.

INSURANCE

INSURANCE

Protecting yourself and your family from financial harm is something we take very seriously. We can calculate exactly what type and how much cover you actually require and package it in an affordable way.

INVESTMENT

INVESTMENT

Prior to retirement there are so many worthy goals that you will need to save for. We’ll help you sort through your investment options to make sure your strategy is aligned to the important goals you are working towards and that you understand, and are comfortable with, the investments in your portfolio.

RETIREMENT PLANNING

RETIREMENT PLANNING

While most of us are very much looking forward to the day when we no longer have to work for a living, the prospect of retirement can also be a little daunting. We can help you navigate through the uncertainty and work with you to implement a plan so you can look forward to your retirement with confidence.

Our Process

Our 5-step process ensures that we provide you with a personalised plan that is tailored for your success. We support you at every step of the process and work together to achieve your goals. Our simple steps outline the actions we will take to provide you with a clear strategy and an easy to follow plan moving forward.

Let us show you how we can help you

Phone: (08) 8299 9855

Who we help

YOUNG TO MID-LIFE

YOUNG TO MID-LIFE

YOUNG TO MID-LIFE
• Budget and savings plans
• Enter investment markets
• Superannuation choice and investment strategies
• Tax benefit strategies
• Debt management investment strategies
• Family, income and lifestyle protection
MID-LIFE

MID-LIFE

MID-LIFE
• Investment strategies
• Super contributions strategies and asset allocation
• Super vs mortgage
• Debt management and recycling
• Asset selection and portfolio construction
• Estate planning
• Family, income, lifestyle protection
PRE-RETIREMENT

PRE-RETIREMENT

PRE-RETIREMENT
• Manage capital reserves
• Continue investments
• Address estate planning
• Access super while you work
• Advantages of retiring after 60
• Centrelink advice and assistance
• Map out retirement plan
• Maximise income streams
RETIREMENT

RETIREMENT

RETIREMENT
• Centrelink assistance
• Estate planning
• Aged care options
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Our Partners

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Our Awards

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2016 FSP Customer Service Award Winner SA/WA – Fay Karutz and Lynne Zott

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2015 FSP Adviser of the Year Award Finalist – Jarrad Murphy

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2012 – FSP Adviser of the Year – Wealth Creation Winner

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2011 – FSP Firm of the Year Award Winner

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2011 – FSP Client Choice Award Winner

CaseyKinnaird MemAward 2018

2018 Casey Kinnaird Memorial Award – Outstanding Community Contribution

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2009-2010 FSP National Customer Service Award Winner – Fay Karutz

National Practice of the Year - 2017 Finalist Logo

2017 FSP National Practice of the Year Finalist

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2010 – FSP Client Choice Award Winner