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.

WPP Financial Planners – Gold Coast

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

Advisers Australian Economy Investments Retirement
The Year We Took Control: 10 Money Lessons from 2025 Reflections from Wealth Planning Partners As 2025 winds down, it feels like the right moment to take a breath.  The kind of long exhale you didn’t quite realise you needed. It’s been a year full of noise, headlines, tiny victories, unexpected curveballs, and plenty of recalibration. But underneath all of...
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Recognising Financial Abuse: Why It Matters for Advisers
Advisers Financial Stress

Recognising Financial Abuse: Why It Matters for Advisers

Recogning Financial Abuse Financial abuse rarely announces itself with fanfare. It creeps in quietly, hidden in bank transfers, unexplained withdrawals, sudden secrecy, or subtle shifts in a client’s confidence. Yet its impact can be devastating.  Abuse strips people of autonomy, safety, and long-term financial security.  Recognising financial abuse is a vital skill for advisers. That’s why I was pleased to...
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MEDIA RELEASE: Financial Standard announces 2025 FS Power50
Advisers Women

MEDIA RELEASE: Financial Standard announces 2025 FS Power50

Financial Standard announces 2025 FS Power50 – The 50 most influential advisers in Australia The 50 most influential financial advisers in Australia have been named by leading trade publication Financial Standard in the FS Power50 guide.  We're super pleased to advise our Director Amanda Cassar is back on the list! To see the full list - please click here. In...
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Bringing Your KiwiSaver to Australia: What You Need to Know
Money Superannuation

Bringing Your KiwiSaver to Australia: What You Need to Know

If you have packed up life in New Zealand and settled in Australia, chances are your KiwiSaver account is still sitting across the ditch. One of the first questions we often hear is: 👉 “Can I transfer my KiwiSaver to my Australian super?” The good news is yes you can!
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When Can I Access My Super? Your Super, Your Timing (Sort Of)
Superannuation

When Can I Access My Super? Your Super, Your Timing (Sort Of)

One of the most common questions we hear — especially from clients planning their retirement journey — is:“When can I access my super?” It’s a fair question. You’ve spent your working life building that super nest egg. So, when exactly do you get to crack it open and enjoy the rewards? The answer depends on a few things: your age,...
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How Much Do I Need to Retire? (And Why It’s Not Just About the Number)
Investments Money Retirement

How Much Do I Need to Retire? (And Why It’s Not Just About the Number)

If you’ve ever asked, “How much do I need to retire?” — you’re not alone. It’s easily one of the most Googled finance questions in Australia, especially on the beautiful Gold Coast where many are dreaming of warm weather, ocean views, and a well-earned rest. But the truth is, there’s no one-size-fits-all number. Retirement is personal. It’s not just about...
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The Recontribution Strategy: A Tax-Savvy Move Worth Considering
Superannuation Taxation

The Recontribution Strategy: A Tax-Savvy Move Worth Considering

When it comes to superannuation strategies, one that often flies under the radar—but can pack a powerful punch—is the recontribution strategy. It’s a bit like spring cleaning your super: tidy things up now to potentially save a lot later. So, what exactly is it? And when should you think about using it? 🚀 What Is a Recontribution Strategy? In simple...
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Beat The Cost of Living Challenge
Australian Economy Finances Financial Stress

Beat The Cost of Living Challenge

Living on the beautiful Gold Coast or in sunny Queensland, is a dream for many, but rising living costs and inflation are posing challenges for households and investors alike. Whether you’re renting, paying off a mortgage, or looking to invest, 2025 is the year to rethink your financial strategies to stay ahead.  Here are some smart ways to beat the cost-of-living challenge in 2025.
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Unlocking the Downsizer Strategy: A Smart Move for Your Retirement Plan
Money Superannuation

Unlocking the Downsizer Strategy: A Smart Move for Your Retirement Plan

As retirement approaches, many Australians seek ways to boost their superannuation and secure a comfortable future. One powerful strategy worth considering is unlocking the power of the Downsizer Contribution. Introduced by the Australian government, this initiative helps older Australians maximise their retirement savings while simplifying their living arrangements. Let’s explore how unlocking the downsizer strategy works and how it can...
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The Future of Property on the Gold Coast
Economy Property

The Future of Property on the Gold Coast

The Gold Coast continues to be a shining star in the Australian property market. With its stunning beaches, growing infrastructure, and thriving lifestyle appeal, it remains a prime location for investors, homeowners, and developers alike. But as we move into 2025, the question many Gold Coasters are asking is: Is it the right time to buy, sell, or hold?The Gold Coast continues to be a shining star in the Australian property market. With its stunning beaches, growing infrastructure, and thriving lifestyle appeal, it remains a prime location for investors, homeowners, and developers alike. But as we move into 2025, the question many Gold Coasters are asking is: Is it the right time to buy, sell, or hold?
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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

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P.O Box 3592, Burleigh Town, QLD, 4220

Contact Us

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

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9am - 5pm Monday to Thursday
9am - 12pm Friday
(Other appointment times by request)

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P.O Box 3592, Burleigh Town, QLD, 4220
Robina, QLD, 4226

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