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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 Services Guide – Issued 12 March 2014

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.



Financial Secrets Revealed…

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.

She has also asked some financial services geniuses from Australia and around the world for their stories, and included some everyday people’s views on money, budgeting and finances.

If you want to learn from the experts and from others who have been there before, you need Financial Secrets Revealed.



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.



We're one month into the creation of a whole new generation of financial advisers, with education requirements now…
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The Australian stock market ended little changed on Thursday as investors waded through a sea of corporate results.…
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European stocks rose on Wednesday, lifted by corporate earnings and outlooks. Dutch paint group @AkzoNobel leapt 3.…
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US stocks rose on Wednesday, buoyed by hopes for a trade deal with China before a March deadline and inflation data…
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