Planning your finances early means you are better placed to enjoy what really matters in your retirement. Read this guide to find out how. Entering retirement is a significant change – but that doesn’t mean it has to be stressful. By starting to plan early and...
Tracking where your money actually goes can make revealing reading. ASIC’s 2012 consumer-spending figures show the average household spends $69,000 a year: Australians splash $78.4 billion a year on their cars, compared to just $2.2 billion on public transport; almost...
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...
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...
We've started 2015 with a Bang!, moving into our new office space in the Eastside building, Robina. You'll now find us at Suite 110, Level 1 Eastside, 232 Robina Town Centre Drive, Robina. When visiting, entry is via Waterfront Place and there's lots of 2 hour...
Our senior partner, Trevor Pritchard moved to Australia from the UK in the early 80's and set up as a Life Insurance adviser from the Currumbin area. Finally, he's decided it's time to hang up the boots. Trevor has worked for many years partnering with MLC originally,...
There are a large amount of advertisements recommending you take out life cover out with automatic acceptance, and no medicals. Simply sign up and be covered in under two minutes. Sounds too easy, right? But what issue does this pose at claim time? When taking out...
A lot of our daily client queries are based around superannuation. It’s a tricky area for many clients to wrap their heads around with lots of rules, regulations, risks and opportunities. Here's some facts below, followed by a key hint on how you can best navigate...
Warning, warning, warning, open your calendar now and lock in your insurance reviews!!! Things have changed in your life. Change is the one big constant in this world. Some change is radical and obvious like loosing a job, or getting a promotion or getting married...
The story of Noah is an old one, recently retold (and completely reinterpreted) by Russell Crowe... although I must say not retold very well! Many ancient cultures mention a Great Flood in their writings or legends. Why is it that this story has been so...
RECENT POSTS
CATEGORIES
P.O Box 3592, Burleigh Town, QLD, 4220
Phone: 07 5593 0855
Email: info@wealthplanningpartners.com.au
9am - 5pm Monday to Thursday
9am - 12pm Friday
(Other appointment times by request)
WPP Licensee Services Pty Ltd
P.O Box 3592, Burleigh Town, QLD, 4220
Robina, QLD, 4226
AFSL No. 530393
ABN# 76 649 079 998
Copyright © 2025 Wealth Planning Partners Pty Ltd | All Rights Reserved | Website designed by Xenex Media
