Our Story
Mission Statement
Wealth Planning Partners are in business to ensure you succeed financially utilising “The WPP Way” – to help you Secure, Build, Succeed. Our mission is to empower our clients to create wealth and to operate our business in a socially responsible and environmentally sustainable manner. We strive to contribute to the well-being our employees and community and foster social justice and inclusion.
About Wealth Planning
Partners Pty Ltd
financial plan or Statement of Advice
document that will:
Be based on your objectives
Meet your needs
Minimise tax, and
Minimise financial risk
Trevor Pritchard started his insurance business in 1981 on moving out from the UK and Amanda Cassar joined with Trevor in 1991. Together, they looked after the financial planning interests and insurance needs of many Gold Coast and Brisbane locals. Now, Trevor has retired and Amanda leads a team of planners, along with our fabulous support crew serving the needs of clients Australia wide.
A good financial plan will show you what you need to do become financially secure and highlight what assistance you will need from other advisers (eg. your lawyer or accountant) to implement the plan strategy. The Gold Coast unfortunately has established a name for many fly by night operators, dodgy deals and shyster operators looking for a quick buck. 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.
Good Advice Worth Paying for…
We recognise that there is no one-size-fits-all formula or cookie-cutter approach for financial success. Our clients recognise that a long-term, customised and personalised service, devised by an expert, adds significant value to their net wealth and lifestyle. In return, we recognise that our clients expect to receive a clear understanding of the recommendations, strategies, products and/or fees they will be paying for our service.
“Thank goodness we had some insurance”
At one of Asteron’s seminars held recently, we were shown a short video of a man named Keith. Keith is a 50 year-old self-employed chiropractor living in rural Victoria. He is married with five children, the youngest being 10 months. Keith has always chosen a healthy lifestyle and diet with the focus on being fit.
In July 2007, after setting up his Bendigo practice, Keith was diagnosed with a brain tumour. When the doctor told him of the prognosis his life changed forever not only for himself but his family. Keith had some income protection insurance, however not enough insurance to protect his family financially against the unexpected.
When hearing stories like these, we all realise the importance of having the necessary insurances to help protect ourselves and our families.
To find out any information on insurances such as Life, Total and Permanent Disability, Trauma and Income Protection Cover, please contact our office to speak to our friendly staff.
Outsourcing
To save you the hassle, we have researched, used and established ties with many other reputable firms who can further assist with your finances. We keep in touch with a panel of professionals who can assist with cash flow management, debt consolidation and lending; investment property queries; accountancy and small business mentoring, along with your Fire & General insurance needs. This ensures every part of your financial world is taken care of, leaving you time to get on with what you’d rather be doing.
Like many businesses, we thrive on referrals and love to keep those Word of Mouth referrals coming in. We also have clients in nearly every field of employment and truly know the value of referrals to small business, so if you’re after anything from a website to welding we’d be happy to recommend your business too!
Our
Specialties
Our customers include many sole traders and tradesmen to small – medium enterprise (SME) operators and professionals looking to protect their businesses, family and income from whatever life may throw at them. You’ve heard it before, but “if you fail to plan, you plan to fail.”
We can help consolidate superannuation funds, establish Self Managed Superannuation funds, advise on appropriate investment strategies and ensure insurances are structured in the most tax-effective manner. If you’re interested in establishing transition to retirement or allocated pensions, we can help there too.
Education &
Social
Being a Financial Planner doesn’t mean just getting your Diploma and hanging out a shingle. Our Advisers keep up to date with the minimum prescribed 40 hours study per annum to remain educated with constant Financial Planning profession and legislative changes. Amanda holds a Master of Financial Planning and Mitchell, a Graduate Diploma of Financial Planning. Richard Ayre is a CFP and Qualified Accountant (CPA) so you can rest assured that you’re working with people who ‘know their stuff.’
Wealth Planning Partners are more than just a local Gold Coast financial planning firm who have been around for decades.
We have embraced social media as a way to keep our clients and followers updated with any changes. Find out Wealth Planning Partners Facebook page, @WealthPP Twitter feed, an Instagram account (Wealth_Planning_Partners) a Pinterest account, YouTube channel and Google My Business page. Subscribe to our Blog to receive regular financial updates. However you’d like to stay in touch, we’re likely to be there. These updates aren’t just relevant for our local clients, but we have followers from around the world keeping up with our news! Please join, Like, Follow or otherwise engage to stay up to date.
Our
Advisers
Wealth Planning Partners are Corporate Authorised Representatives of WPP Licensee Services Pty Ltd (WPPLS.)
WPP Licensee Services Pty Ltd holds an Australian Financial Services License (AFSL). This means we are licensed to provide you with advice on a range of financial issues and products.
All of our advisers are registered with the Australian Securities and Investment Commission (ASIC).
The financial planning and advice we provide covers a variety of areas including wealth accumulation, wealth management, wealth protection and wealth transfer needs.
Please take some time to explore our website for more information about the advice services we provide.
We commit to provide you with our personal advice and recommendations in writing, which keeps you in control.
Head Office
P.O Box 3592, Burleigh Town, QLD, 4220
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
P.O Box 3592, Burleigh Town, QLD, 4220
Robina, QLD, 4226
AFSL No. 530393
ABN# 76 649 079 998
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