free_financial_planning our_services

FREE FINANCIAL PLANNING CONSULTATION

We can come to you. You will receive an obligation free, initial visit to meet and review your situation from one of our professional & qualified financial advisers. We provide a fee for service offering with no hidden commissions.

 

Accredited Aged Care Professionals™

 

We help remove the tension involved in making informed decisions about your aged care choices.  Accessing care for older Australians can be tricky with baffling jargon and a lot of paperwork.  We make it easy for you to understand your options; whether that’s staying at home longer with assistance or transitioning into to a residential aged care facility.

 

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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.

 

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Our Gold Coast History

 

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.

 

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RT @CommSec: Market Close 23 June 17 : ASX 200 limps higher on Friday -sheds 1% for the week https://t.co/ygGe1ZdMMH
h J R
@WealthPP
The overall S&P/ASX 200 Index has moved very little this year, with dividends being main contributor to modest 2.7% return in year to date
h J R
@WealthPP
Health Care was the best performing sector as CSL (+1.7%), Cochlear (+1.1%) and Ramsay (+1.5%) led the charge higher. #ASX
h J R
@WealthPP
Heavyweight miners @RioTinto , @bhp and South32 were up 1.3% on average #ASX
h J R
@WealthPP
Property stocks gave up all of its gains made last week, down 4.1% at the group level. #ASX
h J R
@WealthPP