Looking for a strategy to start taking charge of your finances without feeling like a killjoy with your friends. Here’s something to try!
Money and Shame…
read more
Latest News / Blog Post
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.
Can Gambling fit in to your Financial Plan?
Do you like to have a punt? I once declined placing a bet on the Melbourne Cup and was told I was absolutely, positively UnAustralian! I've never even played Two-Up on ANZAC Day... Just saying! But then, gambling on anything has never been my thing. I feel I work...
Michigan and the Global Financial Crisis
As most of us are aware, Michigan was severely hit by the Global Financial Crisis and that particular state of the US certainly was one of the hardest hit in the nation due to their strong reliance on the car industry. We heard about the issues facing the automotive...
How would YOU manage a financial windfall?
We've all heard the stories: Lotto winners broke within a couple of years, professional athletes running out of money and filing for bankruptcy, and those with a windfall or inheritance wondering where it all went. It's stories like these that inspired Amanda Cassar...
New Year’s Resolutions already forgotten?
So it’s already half way through January are most of us are wondering where those few weeks of R&R went. So how are you going with those Resolutions you made? Still hanging in there or already over? I thought I’d have a look at the Top 10 New Year’s Resolutions...
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.”
2012 Female Excellence in Advice Awards
Wealth Planning Partners are pleased to announce that Amanda Cassar has been nominated for the Female Excellence in Advice Awards for 2012. Amanda was also nominated in the inaugural launch year of the awards in 2011. There is a high need for quality female advisers...
Russell Investments Market Commentary July 2012
Cick here for : Russell Investments Market Commentary July 2012 Please find attached a copy of the latest Russell Market Outlook for July 2012. Key messages include: § Markets to remain unsettled until there is a strong policy...
Dani's Story
Dani is the daughter of a client I’ve had for some time. Her mum Jessie approached me to assist with some Salary Packaging strategies as she’s a nurse, and we soon became friends. Jessie is a happy, friendly, hospitable woman and extremely proud of her two beautiful...
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