Silicon Valley Bank Failure! Market volatility has been elevated over the past week driven by the failure of the Silicon Valley Bank (SVB). Global banking system volatility is on the rise! The unfolding situation in the US could be seen by some as having echoes of...
Latest News / Blog Post
Market Update – June 2022
Volatility is Normal The volatility that we've seen over the last six months, while significant, is not an unusual occurrence for a normal and healthy functioning market. Heightened volatility is an uncomfortable experience in the short- term. Equity markets and some...
Russia Ukraine Update
Russia Ukraine Event Update On 21 February, Russia asserted its view on the independence of the Donetsk People’s Republic and the Luhansk People’s Republic. Russia began mobilising troops to conduct peacekeeping operations. This was a violation of Ukraine’s...
Russia Ukraine Concerns and your Finances
Worried about the impact of Russian Ukraine concerns and your finances? Please reach out directly to the Wealth Planning Partners team if you want to discuss your personal financial plan. So, a little perspective on the Ukraine and Russian situation. This...
How do I save for a house after being hit by COVID?
How do you save for a house after being hit by the fallout from COVID? Have you been struggling financially with the COVID-19 pandemic? Has the global pandemic affected your income? How's you financial stress level, not only in your household, but your overall mental...
Consider your retirement lifestyle needs?
Is it time to consider your retirement lifestyle needs? Considering the cost of living and your expected annual retirement income, is crucial to retirement planning. So, how do you consider your retirement needs? For the record number of Australians transitioning...
Why has the Sharemarket rallied?
We're in the midst of a global recession... The COVID-19 pandemic led to a global recession unfolding within the space of two months, with share markets collapsing and then staging a strong recovery. Markets have performed strongly even as we remain in the midst of...
More than one super account?
Did you know there are over 12[1] million Australians with a single superannuation account? There is also $13.8[2] billion in ‘lost super’. Is some of that yours? Find it Moved house over the years? Changed jobs during your career? Don’t know where your teenage self...
How the Budget may Affect Families
If you’re part of a family, here’s a quick run down on what Budget 2018 means for you
Diversification of assets is a good defence against a fall
Increased Diversification can assist in lowering risk in times of market volatility. A properly constructed portfolio can protect investors in downturns in the market and help provide appropriate returns at other times. Portfolios which include diversifying assets may...
RECENT POSTS
CATEGORIES
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
Copyright © 2023 Wealth Planning Partners Pty Ltd | All Rights Reserved | Website designed by Xenex Media