In the Media / Videos

Wealth Planning Partners have been featured in online and offline media.

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Dealing With A Financial Crisis
Investing In Your Superannuation
Learning About Financial Literacy
When Should I Start Saving?
Paying Off Debt or Stash into Super?
Amanda Cassar on her book: Financial Secrets Revealed
Amanda Cassar – Elder Abuse BBC Radio Kent Interview
Time for a spot of Charity?
Is sensitivity needed in your family if there is a disparity of income?
What do you Buy for the Friend Who Has it All?
Want cash back into your Super fund for your Christmas purchases?
Have you heard About Granny Dumping?
Saving Money at Christmas Time
Wealth Planning Partners Update – Working from Home
ATO Early Access of Superannuation
Wealth Planning Partners – Knocking off the To-Do List

BUSINESS NEWS

Driving the Positive Evolution of Financial Advice

It’s one thing to recognise Financial Abuse, it’s another to know how to handle it as a Financial Adviser. Does your licensee have resources to help when you see signs of Financial Abuse? If you’re self-licensed, do you have a strategic plan to support your Advisers and clients?

Amanda Cassar is the director and Advisor behind Wealth Planning Partners and Trusted Aged Care Services. When it comes to Financial Services, she thinks globally but acts locally and is super passionate about raising financial literacy levels.

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14 January, 2020

302 dealing with financial abuse (and how to spot it)

What is financial abuse and how do you handle it? Amanda Cassar joins us to talk to some examples, and provide warning signs and avenues for help.

If you’re looking for support for a situation of financial abuse here is a list of places you can call for help: https://www.moneysmart.gov.au/life-events-and-you/families/financial-abuse.

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12 September, 2018

Amanda Cassar – on working with family members, being a part of a global community and the challenges of writing a book!

Amanda has achieved a lot in her nearly 20 years in Financial Planning – but she isn’t anywhere near done yet! Owning and running a successful firm on the Gold Coast (Queensland, Australia) with over 200 active clients and a team of 5, she could very easily fill her days with client work, and then enjoy the beautiful Gold Coast weather. But Amanda wants to give back to the Advice community that has given her so much, and she does that through her role as the Queensland State Chair of MDRT.

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