Blog Archives

Starting a business?

Starting a new business can be exciting but there’s a lot to think about and organise too. Before you even begin, consider how prepared you are to make the difficult decisions, work those long hours required, face possible and ongoing

Posted in Business, Finances, Insurance & Protection Tagged with: , , , , ,

Key-person insurance: Protection for your business

How would your organisation cope if something happened to a key person? Unexpected events can play havoc not only with people’s lives but also with businesses. However, business owners are often so busy they don’t stop to consider the true

Posted in Business, Finances, Insurance & Protection Tagged with: , , ,

Protect your Assets from Expensive Mistakes

Protecting yourself from frivolous creditors and lawsuits is becoming an increasingly common concern. Here we outline some of the ways you can insulate your assets. Check your insurances Liability insurance is a must if you want to safeguard your assets

Posted in Business, Debt Management, Insurance & Protection, Savings Tagged with: , , , ,

Wealth Planning Partners Team Update

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

Posted in Advisers, Business Tagged with: , ,

2015 is off to an interesting start…

2015 Has started on an interesting financial footing, the dollar is weaker trading at just under 80 cents to the US dollar, oil and subsequently fuel prices are down.  I haven’t seen fuel at this level for a couple of

Posted in Australian Economy, Business, China, Economy, Finances, Interest Rates Tagged with: , , , , , , , , , ,

Amanda Cassar & the #FSPower50

  In 2013, Financial Standard launched the inaugural Power50 list, a guide to the top 50 financial services professionals who use social media to lead the conversation on wealth management, superannuation and financial advice. The list is made up of

Posted in Business, Social Media Tagged with: , , , , ,

Budget 2014 HIghlights and You!

Well, we know that when times get tough, it makes get sense to stick to a budget, and ‘tighten one’s belt’ and that’s what the latest Australian Budget is all about.  So what are some of the main changes and

Posted in Australian Economy, Budget, Budgeting, Business, Debt Management, Economy, Interest Rates, Money, Superannuation, Taxation Tagged with: , , , , , , , , , , , , , , ,

Financial Standard announces their #FS POWER 50

The #FS Power 50 is a list of the fifty most impressive social media activists in the Financial Services sector.
Amanda Cassar was pleased to be included in this fantastic list.

Posted in Advisers, Business, Finances, General, Media, Social Media Tagged with: , , , , , ,

Finding Parity for Women’s Super

WIF had combined forces with the Australian Centre for Financial Studies and the Financial Services Institute of Australia (FINSIA) to put on a great lunch in Collins Street to discuss “Finding Parity for Women’s Super.”

Posted in Advisers, Business, Finances, General, Investments, Superannuation, Women Tagged with: , , , , , , , , , , , , , , , ,

RBA Cash Rate Cut for October 2012…

So the RBA have dropped the official cash rate down to 3.25% at the October Board meeting.  Xmas in October then? Or once again, too little – too late?  How does our Resource Story and China fit in with all

Posted in Australian Economy, Business, China Economy, Debt Management, Economy, Finances, Interest Rates, Superannuation, Taxation Tagged with: , , , , , , , , , , , , , , , , ,