We use “The WPP Way” to ensure you Secure, Build, Succeed.

You can receive an obligation free, initial visit to meet and review your situation from one of our professional qualified financial advisers.

We recognise that there is no one-size-fits-all formula or cookie-cutter approach for financial success

Superannuation

Retirement

Risk insurance

Financial Services For Women

Investment

Financial Advice

Estate Planning

Socially Responsible investing

Superannuation

Retirement

Risk insurance

Financial Services
For Women

Investment

Financial Advice

Estate Planning

Socially Responsible investing

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.

Financial Secrets Revaealed…

Book Now Released!

In Financial Secrets Revealed, Amanda Cassar has gathered a wealth of financial knowledge and expertise from around the world. Amanda has asked amazing men and women who run some incredible companies, both nationally and internationally, for their unique views.

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.

Financial Secrets Revaealed…

Book Now Released!

In Financial Secrets Revealed, Amanda Cassar has gathered a wealth of financial knowledge and expertise from around the world. Amanda has asked amazing men and women who run some incredible companies, both nationally and internationally, for their unique views.

Who We Are…

Wealth Planning Partners are in business to ensure you succeed financially with a carefully structured plan. We will help you arrange both asset protection and wealth creation via appropriate strategies tailored to your individual needs. We use “The WPP Way” to ensure you Secure, Build, Succeed.

In The News

Reduction in account-based pension minimums
Aged Care Centrelink

Reduction in account-based pension minimums

As you probably know, capital losses from falling share prices are realised only if the company goes into liquidation or the shares are sold. Leaving investments intact may well offer the best chance to rebuild balances when markets pick up again, as they eventually do.  But, this holding pattern can be hard for older people with account-based pensions due to...
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What do the Deeming rate cuts mean?
Centrelink

What do the Deeming rate cuts mean?

Interest rates have been falling a lot faster and a lot longer than deeming rates for Centrelink and Veterans’ Affairs recipients, making it practically to even earn the current deeming rates from bank accounts.Higher-risk investments (in better markets) may potentially produce higher returns, but these are often not appropriate for people in aged care and can cause undue anxiety in times...
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Break free from being asset rich and cash poor
Economy General Money

Break free from being asset rich and cash poor

Here are four ways to try to boost your income… Are you asset rich but cash poor?  Turns out, you’re not alone. Data from the ABS (Australian Bureau of Statistics) shows that almost one-third of older Australians in low-income households were asset rich but cash poor.[1] Most wealth is tied up in illiquid assets, in particular the family home. But you...
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Do you have more than one super account?
Economy Money Retirement Superannuation

Do you have more than one super account?

Did you know there is over 10[1] million Australians with a superannuation account, approximately 36% of which hold more super accounts, which make up  $20.8[2] billion in ‘lost super’. Is some of that yours? Find it Moved house? Changed jobs? Don’t know where your teenage self stashed your super? It’s easy to track it down. Consider Combining it Save on fees, reduce...
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Finances Money Wealth

Want to break free from being asset rich and cash poor?

Here's 4 ways to boost your income... Are you asset rich but cash poor? Turns out, you’re not alone. Data from the ABS (Australian Bureau of Statistics) shows almost one-third of older Australians in low-income households were asset rich but cash poor.[1] Most of their wealth was tied up in illiquid assets, in particular the family home. But, there's no need...
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Aged Care Australian Economy Budget Centrelink

How does the Federal Budget affect you?

The Federal Budget explains to all Australians how the Government intends to manage the country’s finances. It outlines their tax and spending plans not only during the next financial year but into the future as well. Just like a household budget, the Federal Budget forecasts revenue and expenses to determine whether there is a surplus or deficit. It’s also a...
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Are we facing the end of the growth cycle… for now?
Advisers Australian Economy Finances Money

Are we facing the end of the growth cycle… for now?

2018 has been a mixed year for investors, with some gains, and some losses. We’ve seen a complex economic environment with geopolitical and trade uncertainty, a change of PM (again,) a Royal Commission or two and the possible burst of the crypto-bubble.  Pretty easy to say, there’s been plenty going on that can affect markets, your investments and long-term retirement...
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Boost your super savings with the work test exemption
Australian Economy Superannuation

Boost your super savings with the work test exemption

If you’re a recent retiree and looking to increase your superannuation savings, we've got some good news! The Australian Government is proposing to make it easier for recent retirees to save more super by allowing them to contribute for a year without having to show that they’ve been ‘gainfully employed’. Current rules Currently, anyone under age 65 can contribute to their super...
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Need to know more about the Downsizer Contribution?
Finances Superannuation Taxation

Need to know more about the Downsizer Contribution?

Since the start of the new financial year, 1 July 2018, superannuation contribution opportunities for those aged 65 or over have expanded to include the new Downsizer Contributions. These contributions enable eligible individuals to contribute up to $300,000 from the sale of one eligible property to super within 90 days of change of ownership, without needing to satisfy the work...
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Why should I care about lost super?
Money Superannuation

Why should I care about lost super?

Did you know there is about 14.8 million Australians with a superannuation account, 40% of which hold more than one account? Some of that 40% make up the $18 billion in ‘lost super’. Is some of that yours? Find it Moved house? Changed jobs? Don’t know where your teenage self stashed your super? It’s easy to track it down. Combine...
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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.

Accreditations and Awards

Head Office

Suite 110, Level 1 Eastside,
232 Robina Town Centre Drive,
Robina, QLD, 4226

Brisbane Office

Level 3, 1 Breakfast Creek Rd,
Newstead, QLD 4006

Contact Us

Phone:  07 5593 0855
Email: info@wealthplanningpartners.com.au

Office Hours:
9am - 5pm Monday to Thursday
9am - 3pm Friday
(Other appointment times by request)

Registration

FSP Group Pty Ltd,
Level 3, 30 Hickson Road,
Millers Point NSW 2000. Australia
www.financialservicespartners.com.au

AFSL No. 237590
ASIC# 290999 / ABN# 15 089 512 587

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