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

Staying passive is being active
Investments

Staying passive is being active

Staying the Course Heightened global markets volatility can easily trigger kneejerk reactions by panicked investors. Widespread selling, triggered by the Russia-Ukraine crisis, has been behind recent big swings on global financial markets.  This includes stock markets, commodities and currency markets. As serious as the current events are, heightened market volatility is nothing new. The onset of the COVID-19 pandemic also...
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Market Update – June 2022
Economy

Market Update – June 2022

Volatility is Normal The volatility that we've seen over the last six months, while significant, is not an unusual occurrence for a normal and healthy functioning market. Heightened volatility is an uncomfortable experience in the short- term.  Equity markets and some parts of the bond markets will continue to be an important contributor to overall long-term returns. We appreciate that...
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Take Control of your Retirement
Retirement

Take Control of your Retirement

Are you approaching retirement? Chances are the funding of your lifestyle in retirement may be on your mind! Take steps now to avoid getting caught short on retirement income and live the retirement lifestyle you want.  It's time to take control of your retirement. The qualifying age is increasing by six months every two years until it reaches 67 in...
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Russia Ukraine Update
Australian Economy Economy

Russia Ukraine Update

Russia Ukraine Event Update On 21 February, Russia asserted its view on the independence of the Donetsk People’s Republic and the Luhansk People’s Republic.  Russia began mobilising troops to conduct peacekeeping operations. This was a violation of Ukraine’s sovereignty and independence, the Minsk agreement, and has been widely denounced by the West. Subsequently, Russia instigated military strikes on Ukraine and...
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Russia Ukraine Concerns and your Finances
Australian Economy Economy Finances Investments

Russia Ukraine Concerns and your Finances

Worried about the impact of Russian Ukraine concerns and your finances?  Please reach out directly to the Wealth Planning Partners team if you want to discuss your personal financial plan. So, a little perspective on the Ukraine and Russian situation. This geopolitical event is concerning on practically every level. And there are a wide range of potential outcomes and scenarios....
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Dreaming about money? What does it mean?
Emotions Finances Money

Dreaming about money? What does it mean?

Do you dream about money?  Daydream even?  When you have dreams about money, it can be a bit of an interesting view into what your subconscious is thinking about when it comes to the topic of money or finances. Your dreams can influence your decisions, so it's a good idea to delve deeper into what you're dreaming about.  Are you...
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Do I need Business Expenses Cover?
Advisers Budget Business Debt Management Insurance & Protection Money Wealth

Do I need Business Expenses Cover?

As a result of all the global economic changes from the COVID pandemic, many have started their own business to generate income.  With this global shift, people have figured out new ways to be their own boss, in turn, gaining more control of their finances, and have found new opportunities.  For some, this has provided entrepreneurial pathways to success.  However,...
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Tenants in Common vs Joint Tenants
Advisers Investments Money Wealth

Tenants in Common vs Joint Tenants

What is ‘Tenancy In Common' 1. "Tenancy in common" allows two or more people to be owners in a property.  Each owner has the authority to will their share to anyone on death. 2. "Tenancy in common" is different as the transfer of the property in the event of death differs.  In joint tenancy, the title of the property automatically...
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Are you a slave to money?
Finances Money Wealth

Are you a slave to money?

From a young age we are taught… GOOD GRADE = GOOD UNIVERSITY = GOOD JOB = GOOD MONEY Teenagers are believing that this is the only route to lead a success. It’s a cycle, churning throughout time – being handed down from generation to generation, merely reciting what they heard from parents and teachers in the early stages of their...
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The skills advisors need to handle suspected financial abuse
Money Relationship

The skills advisors need to handle suspected financial abuse

Gold Coast based financial adviser Amanda Cassar says " advisers need skills to handle financial abuse."  Could you confidently recognise a warning sign of financial abuse? Unfortunately, financial abuse is becoming increasingly more visible on a global scale.  It does not discriminate. This type of abuse can occur irrespective of someone's economic status, level of education, race, gender or ethnicity. ...
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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

WPP Licensee Services Pty Ltd
110/232 Robina Town Centre Drive
Robina, QLD, 4226

www.wealthplanningpartners.com.au

AFSL No. 530393
ABN# 76 649 079 998

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