Blog Archives

AFA Female Excellence in Advice Awards

Wealth Planning Partners are pleased to announce that their Director Amanda Cassar has been named a finalist in the Female Excellence in Advice Awards for 2016. CEO of the Association of Financial Advisers (AFA) Brad Fox, said the ability of

Posted in Advisers, Women Tagged with: , , , , , ,

The Big Budget Picture

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

Posted in Advisers, Australian Economy, Budget, Budgeting, Finances, Money, Savings, Women Tagged with: , , , , ,

Budget to Save Yourself!

The average household spends more than $69,000 a year.   Neal Vaughan explores the best ways to manage that. Wondering why you spend almost everything you earn, living from payday to payday and hardly saving? It could be you’re too

Posted in Budget, Budgeting, Finances, Savings, Wealth, Women Tagged with: , , , ,

A super alarming reality for women

You might be shocked to know that the average super account balance for women when they retire is $90,000 less than the average for men, and 90% of women will retire with inadequate savings to fund a ‘comfortable’ lifestyle.1 These

Posted in Insurance & Protection, Media, Women Tagged with: , ,

Shacking Up or Moving On?

  If there’s only thing life constantly throws at us, it’s change! It often occurs when we least expect it and can take us by surprise.  Especially when it’s the end or start of a relationship!  Sometimes when emotions are

Posted in Finances, Insurance & Protection, Investments, Men, Money, Superannuation, Women Tagged with: , , , , , , , ,

It’s Breast Cancer Awareness Month!

Most of us have been touched by having someone we love be diagnosed with, battle or suffer with cancer.  Most recently, a lifelong girlfriend of mine passed away after a 7 year fight with breast cancer, at the age of

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It’s Money Smart Week 2014!

What’s your biggest financial challenge? We all have an area of our finances that we know could do with some attention but let’s face it – most of us would rather think about something else. The problem is that by

Posted in Budget, Budgeting, Debt Management, Finances, Insurance & Protection, Money, Women Tagged with: , , , , , , , ,

Why a Hubby should consider Life Insurance

Aussies we know are a pretty easy going bunch and this is probably one of the main reasons we’re also a terribly under-insured nation. The ‘she’ll be right mate’ attitude is pretty pervasive, with most of us thinking ‘it’ll never

Posted in Advisers, Debt Management, Finances, Insurance & Protection, Men, Money, Women 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: , , , , , , , , , , , , , , , ,

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

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