March 2016 - Wealth Planning Partners

Wealth Planning Partners Team Update

by Jodie | Mar 14, 2016 | Advisers, Business

Well, they say that the only thing constant is change and that’s certainly true, especially for the Team at Wealth Planning Partners in 2016.
Not so long ago, we had five advisers on the team, and this is now down to three.
Chad Enstrom has decided to leave the financial services industry and move on to follow his dreams, and Russell Sheasby has started his own company with a new Dealer.
That leaves Leanne Brazel, Richard LeComte and Amanda Cassar at Wealth Planning Partners, continuing to take care of your financial needs.
Amanda has recently completed her SMSF Specialist Adviser Accreditation with the SMSF Association and attended their annual conference in Adelaide, jam packed with technical data and learnings. If a Self Managed Super Fund is something you’ve been thinking about, she’s the one to ask!
Richard continues to specialise in Insurance Risk strategies for his clients and without Leanne, the office just wouldn’t run as it should.
We’re quite proud that Leanne was recently nominated for Practice Manager of the Year at the FSP iLearn conference in Melbourne and we’re pleased to announce she was a finalist in her category.
An Award that took the Team by surprise was Amanda winning the Casey Kinnaird Memorial Award for Outstanding Contribution to the Community for the work done over the past 12 months with The Hunger Project.
It’s also now heading close to the end of financial year, so if you’ve been thinking about topping up your super, salary sacrifice or making the most of some tax deductions, now’s the time to get in and get the ball rolling. Don’t hesitate to give us a call if you’d like to discuss any strategies that are relevant to your situation.

Accountability and your finances

by Jodie | Mar 14, 2016 | Advisers, Finances, Money, Wealth

We all have good intentions when it comes to our wealth. We want to save more, pay down debt, invest well and do better financially… and yet, most of us never meet our wealth or financial goals.
Other things easily get in the way of our resolutions and we get to another January 1^st and give it our best shot for a couple of weeks before petering out yet again.
One of the best things you can do for yourself is to find someone to be accountable to. Who is a friend, colleague, family member or professional who is not going to let you give up, who will check up on you, get you to raise your standards and meet those goals you’ve decided you want to achieve?
People who get their goals, quite often set up consequences for themselves, should they not achieve what they set out to do.
As an example, if you don’t pay $1000 of the credit card by a certain date, tell a friend you will donate some money to a charity and make it painful! $500 not $20. Or you’ll give up one of your favourite things for a month, or something else that’s designed to keep you in line. What’ll hurt enough to keep you motivated?
What is a goal in the area of your personal wealth that you’ve wanted to achieve for years and kept putting off?
Who is the best person that comes to mind who you can ask for help from? Send them an email or call them today! Make things start happening for you!