Wealth Planning Partners - Welcome

Who Are Wealth Planning Partners?

Wealth Planning Partners are a well established Gold Coast Financial Planning Practice, looking to be your partners in Financial Planning.

We specialise in protection strategies to safeguard all that you've worked so hard for, and tailor a long term financial plan to suit you and your family or business - taking into account your individual goals for the future.

The Gold Coast unfortunately has established a name for fly by night operators, dodgy deals and shyster operators looking for a quick buck.  If you've recently moved to this lovely corner of South East Queensland and are unsure about how to find a reputable operator, firstly look for one that's been around a long time.

Wealth Planning Partners has been operating a Gold Coast based Financial Planning practice since 1981 - a long time by Gold Coast standards.

Our Gold Coast history

Trevor Pritchard moved to the coast from the UK and began a life insurance and investment business based in Burleigh Heads back in 1981.  What started out as T.F.Pritchard & Associates gradually developed into a well rounded Financial Planning practice servicing clients not only on the Gold Coast but also in Northern NSW to Brisbane, across the rest of QLD and most of the Eastern Seaboard.

Amanda Cassar joined Trevor in 1991 and along with our fabulous support team we now look after financial planning interests and insurance needs of many Gold Coast and Brisbane locals.

Specialities

Our customers include many sole traders and tradesmen to small - medium enterprise (SME) operators and professionals looking to protect their businesses, family and income from whatever life may throw at them.  You've heard it before, but "if you fail to plan, you plan to fail."

We can help consolidate superannuation funds, establish appropriate investment strategies and ensure insurances are structured in the most tax-effective manner.  If you're interested in establishing transition to retirement pensions or have questions about Self Managed Superanuation funds, we can help there too.

Outsourcing

To save you the hassle, we have researched and established ties with other reputable Gold Coast firms who can further assist with your finances.  We keep in touch with a panel of professionals who can assist with cash flow management, debt consolidation and lending needs, investment property concerns, accountancy and small business mentoring and growth along with your Fire & General insurance protection needs.  This ensures every part of your financial world is taken care of, leaving you time to get on with what you'd rather be doing.

Like many businesses, we thrive on referrals and love to keep those Word of Mouth referrals coming in.  We have clients in nealy every field of employment and truly know the value of referrals to small business, so if you're after anything from a website to welding we're happy to recommend your business too!

Education & Social

Being a Financial Planner doesn't mean just getting your Diploma and hanging out a shingle.  Our Advisers keep up to date with the minimum required 30 hours study per annum, often far exceeding this requirement due to the constant Financial Planning Industry and legislative changes.

Wealth Planning Partners are more than just a local Gold Coast financial planning firm, and have also embraced social media as a way to keep our clients updated with any changes. We have a dedicated Wealth Planning Partners Facebook page, WealthPP Twitter feed and a Blog atached to our website with regular financial updates.  These aren't just relevant for the Gold Coast market, but we have followers from around the World keeping up with our news!  Please join us, Like or Follow to stay up to date.

We have also chosen to support a small amount of charities each year and donate on a regular basis to DreamWorkers who give solely back to those in need in the Gold Coast community, along with the Fred Hollows Foundtion, Careflight and the Royal Children's Hospital in Brisbane - all of which rely completely on donations and have no Government funding.  Ask how you too can include philanthropy in your financial plan!

What is Financial Planning?

Financial Planning is the foundation of your financial future and represents the difference between creating your financial future, and simply allowing it to happen.

If you want a sound financial future you need good overall advice, not bits and pieces of advice from a range of sources that may not fit together.

Financial planning gives overall advice in a financial plan that will:

• be based on your objectives
• meet your needs
• minimise tax, and
• minimise financial risk

Your financial plan will show you what you need to become financially secure and what assistance you will need from other advisers (eg. your lawyer or accountant) to implement the plan strategy.

Good Advice Worth Paying for...

Our clients recognise that there is no one-size-fits-all formula for financial success.

They also recognise that a long-term, customised and personalised service, devised by an expert, adds significant value to their net wealth and lifestyle. In return, we recognise that our clients expect to receive a clear understanding of the fees they will be paying for our service.

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"Thank goodness we had some insurance"

At one of Asteron's seminars held recently, we were shown a short video of a man named Keith.  Keith is a 50 year-old self-employed chiropractor living in rural Victoria.  He is married with five children, the youngest being 10 months.  Keith has always chosen a healthy lifestyle and diet with the focus on being fit.

In July 2007, after setting up his Bendigo practice, Keith was diagnosed with a brain tumour.  When the doctor told him of the prognosis his life changed forever not only for himself but his family.

Keith had some income protection insurance, however not enough insurance to protect his family financially against the unexpected.

When hearing stories like these, we all realise the importance of having the necessary insurances to help protect ourselves and our families.  

To find out any information on insurances such as Life, Total and Permanent Disability, Trauma and Income Protection Cover, please contact our office to speak to our friendly staff.

(Please also feel free to contact our office if you'd also like a review of any existing policies that you currently hold).

QLD Telstra Young Business Women’s  Award

Congratulations to Amanda Cassar who was a finalist in the QLD Young Telstra Business Woman's Award for the year 2007! 

Telstra Business Women’s Awards recognises and rewards the ingenuity and innovation of Australia’s most outstanding business women.  With each passing year the Awards have grown considerably in both size and stature.

Click here to see more photos...

Issues that need to be considered...

• Will you have enough money to retire when you want to, and be debt free?  Have you invested in a tax effective manner?
• Are you getting the best return from your investments?
• Would you survive financially if you were unable to work, had a stroke, or a heart attack?  Do you have enough life insurance to pay out debt and support your family until they are independent?
• If you had a previous relationship, perhaps with children, and/or you now have a "blended" family, will their ongoing financial needs be met if you died?
• Do your will arrangements minimise your beneficiaries' tax exposure and protect their benefit if their relationships fail?