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

How to take control of your retirement
Advisers Australian Economy Budget Budgeting Finances General Men Money Retirement Superannuation

How to take control of your retirement

Are you affected by the increase in the Age Pension’s qualifying age? Take steps now to avoid getting caught short on retirement income. The minimum age to qualify for the Age Pension has started going up. For those born on or after 1 July 1952, the qualifying age increases by six months every two years until it reaches 67 in...
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How do I invest my money?
Advisers Australian Economy Budget Budgeting Debt Management Economy Finances General Investments Men Money Retirement Savings Self Managed Superannuation Funds Superannuation

How do I invest my money?

When deciding how to go about investing your money you need to decide whether you'll: do it yourself, or pay a financial advisor to do it for you Both options have their pros and cons. However, you can - of course, do both. Buy and sell investments yourself The advantage of choosing to invest yourself is that you're in control...
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Own, rent or travel – what is your retirement lifestyle preference?
Advisers Aged Care Budget Budgeting Debt Management Economy Finances Financial Stress General Investments Men Retirement Savings Self Managed Superannuation Funds Superannuation Taxation

Own, rent or travel – what is your retirement lifestyle preference?

As record numbers of Australians transition into retirement, considering your retirement lifestyle, the cost of living and your expected annual retirement income, is crucial in your retirement planning. For many Australians transitioning into retirement, the increasing cost of housing is a hindrance on people’s ability to pay off their property before they retire, and this may push them into a...
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How to manage financial stress and negative effects on your relationship
Advisers Australian Economy Budget Budgeting Business Debt Management Economy Emotions Finances Financial Stress General Men Money Relationship Savings Uncategorized Wealth Women

How to manage financial stress and negative effects on your relationship

As a Financial Advisor, we often have clients come to see us without their spouses, for investment or financial planning session. Having problems getting out of debt is our number one challenge with couples, and unfortunately has a severe impact their relationship. It’s not easy to experience the emotional turmoil that financial duress can have on clients, that their fights...
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Five tips for looking after your large household’s finances
Australian Economy Budget Budgeting Centrelink Debt Management Economy Finances Men Money Savings Uncategorized Wealth Women

Five tips for looking after your large household’s finances

Taking care of household finances can be taxing, especially if you have a big family. But with proper planning and budgeting, there’s no need to stress. Here are some tips to help you effectively manage your household finances. 1 | Examine your finances Sitting down as a family and figuring out how much money is coming in and going out may...
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How to get ahead when you’re in your 40s…
Advisers Australian Economy Budget Budgeting Debt Management Economy General Insurance & Protection Investments Money Retirement Savings Superannuation Uncategorized Wealth

How to get ahead when you’re in your 40s…

In your 40s? Here’s what you need to consider to financially get ahead... Being in your 40s requires balancing many responsibilities and it can become easy to neglect your own financial wellbeing. However, it’s not too late to secure your future. Here are 5 tips that may help you financially make the most of your 40s. 1 | Create a financial...
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Labour says, the younger generation who withdraw superannuation may be $100,000 worse-off in retirement
Australian Economy Economy Finances Investments Money Retirement Superannuation Uncategorized Wealth

Labour says, the younger generation who withdraw superannuation may be $100,000 worse-off in retirement

Opposition steps up attacks on coronavirus support measure that allows people in financial distress to withdraw up to $20,000   Labour has said that Covid-19 economic crisis will greatly affect the younger generation, as it estimates someone who is approximately 25 years old who withdraws $20,000 from superannuation may be left up to $100,000 worse off in retirement. The opposing...
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Melbourne experiences a hammer blow to Covid-weakened Australian economy due to Stage 4 Lockdown
Australian Economy

Melbourne experiences a hammer blow to Covid-weakened Australian economy due to Stage 4 Lockdown

It is said that the Federal government may need to provide financial aid to sustain 2nd biggest economy to mitigate flow-on effects throughout Australia.   With the recent stage 4 lockdown newly enforced announced by the Victorian premier, Daniel Andrews, along with the shutdown of particular industries to be revealed on Monday, is said to have a hammer blow to...
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We’re in a global recession, why has the share market rallied?
Australian Economy

We’re in a global recession, why has the share market rallied?

The COVID-19 pandemic led to a global recession unfolding within the space of two months, with share markets collapsing and then staging a strong recovery. Markets have performed strongly even as we remain in the midst of tumultuous recession and a worsening global pandemic. How is this possible? COVID-19 recession & Understanding economic data Two types of data have been...
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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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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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