Trevor Pritchard started his insurance business in 1981 on moving out from the UK and Amanda Cassar joined with Trevor in 1991. Together, they looked after the financial planning interests and insurance needs of many Gold Coast and Brisbane locals. Now, Trevor has retired and Amanda leads a team of planners, along with our fabulous support crew serving the needs of clients Australia wide.
Financial planning gives overall advice in a financial plan or Statement of Advice document that will:
- be based on your objectives
- meet your needs
- minimise tax, and
- minimise financial risk
A good financial plan will show you what you need to do become financially secure and highlight what assistance you will need from other advisers (eg. your lawyer or accountant) to implement the plan strategy.
The Gold Coast unfortunately has established a name for many 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 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 Self Managed Superannuation funds, advise on appropriate investment strategies and ensure insurances are structured in the most tax-effective manner. If you’re interested in establishing transition to retirement or allocated pensions, we can help there 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 exceeding this requirement in our efforts to remain abreast of the constant Financial Planning Industry and legislative changes.
Wealth Planning Partners are more than just a local Gold Coast financial planning firm. We have 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, an Instagram account (Wealth_Planning_Partners) a Pinterest account, YouTube channel and Google+ page, along with a Blog attached to our website with regular financial updates. So whatever your choice to stay in touch, we’re likely to be there. These updates aren’t just relevant for our local clients, but we have followers from around the World keeping up with our news! Please join us, Like, Follow or otherwise engage to stay up to date.
We have also chosen to support a small amount of local and international charities each year. We collect the Woolworths Earn & Learn Stickers personally and from our clients for the Currumbin Community Special School and donate to The Hunger Project who give solely back to those in need with fabulous poverty alleviating strategies. Ask how you too can include philanthropy in your financial or estate plan!
Good Advice Worth Paying for…
We recognise that there is no one-size-fits-all formula or cookie-cutter approach for financial success.
Our clients 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 recommendations, strategies, products and/or fees they will be paying for our service.
“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).
Wealth Planning Partners are Corporate Authorised Representative Financial Services Partners Pty Ltd
Financial Services Partners holds an Australian Financial Services License (AFSL). This means we are licensed to provide you with advice on a range of financial issues and products. All of our advisers are registered with the Australian Securities and Investment Commission (ASIC).
Financial Services Partners has authorised representatives providing financial planning and advice services in every state and territory of Australia. Whether it’s for your specific need, a holistic financial plan, or anywhere in between, our expert advisers will tailor financial advice specifically for you.
The financial planning and advice we provide covers a variety of areas including wealth accumulation, wealth management, wealth protection and wealth transfer needs. Please take some time to explore our website for more information about the advice services we provide. We commit to provide you with our personal advice and recommendations in writing, which keeps you in control.
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 nearly 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!