In the Media / Videos

Wealth Planning Partners have been featured in online and offline media.

  • #Advisers | Posted On : Oct 27, 2020

    The skills advisors need to handle suspected financial abuse

    Could you confidently recognise a red flag or a warning sign of financial abuse? Unfortunately, financial abuse is becoming increasingly more visible on a global scale and it does not discriminate. This type of abuse can occur irrespective of someone’s socio-economic status, level of education, race, gender or ethnicity, which is why it’s important advisors […]

  • #Advisers | Posted On : Oct 12, 2020

    Get Ready for Severe Weather Season Queensland

    Get ready for Queensland storm season! Yes, it’s “Get Ready Queensland” week (12th -18th October) and the Queensland Government are preparing everyone for this disaster season by providing as much information as possible. Give yourself the best chance by preparing your household this storm season by completing these 3 simple steps: Have a planEnsuring your […]

  • #Australian Economy | Posted On : Oct 7, 2020

    Federal Budget Update 2020 – How the Budget may affect families

    The announcements in this update are proposals unless stated otherwise. These proposals need to successfully pass through Parliament before becoming law and may be subject to change during this process. The 2020 Budget is all about jobs, jobs and spending to make more jobs. We already have JobSeeker and JobKeeper, and now we have JobMaker […]

  • #Advisers | Posted On : Sep 21, 2020

    How to protect yourself against superannuation and online scams

    The onset of COVID has propelled social media and marketing to an all-time necessity and has resulted in increased predatory scams and virtual hacking, putting people at risk more than ever before.  Don’t know how to protect yourself? Here are some suggestions… Check to see if your email is legit by having a few checklist items that […]

  • #Advisers | Posted On : Sep 14, 2020

    Discuss your financial goals online

    If you are not able to visit us in person, or it is more convenient to work with us digitally, we have the capability and technology to make it easier for us to connect with you. We have also considered how we can do this in a safer online environment. We want to make working […]

  • #Economy | Posted On : May 18, 2020

    Economic abuse training for advisers launches

    Occurring in 99 per cent of domestic violence cases, economic abuse can affect clients of all backgrounds Standards International has partnered with Australian adviser Amanda Cassar to launch a new training programme aimed at tackling economic abuse. Economic abuse is when one person has control over another’s access to economic resources. It was recognised as a form of domestic abuse in the domestic abuse bill last year after calls from charities to make it a standalone criminal offence.

  • #In The Media | Posted On : Oct 28, 2019

    The $10k cash call: Why large payments are on the scrapheap

    Opposition is mounting against a federal government bill to ban cash payments over $10,000 with concerns it will push customers into the clutches of banks or other financial institutions.The Currency (Restrictions on the Use of Cash) Bill 2019, which passed through the House of Representatives on Thursday, is designed to crack down on criminal money […]

  • #In The Media | Posted On : Dec 10, 2017

    Cover Story – Amanda Cassar

    Power of Social Amanda Cassar Director, Wealth Planning Partners. In 2015, Amanda Cassar travelled to Uganda as part of the Hunger Project. She talks to Jamie Williamson about how the experience shaped her approach to financial advice.

  • #In The Media | Posted On : Feb 22, 2017

    Insurance 101: what do you need and when?

    There is a dizzying array of types of insurance available in Australia, although the average person probably won’t be needing aircraft or defamation insurance. But like death and taxes, the majority of people won’t be able to avoid getting at least some of the basic types of insurance such as motor vehicle, house and contents […]

  • #In The Media | Posted On : Jan 22, 2017

    Do I need a financial Adviser?

    Only about 20% of people have a financial advisor or have sought professional financial advice, meaning at the moment, 80% have yet to see the need to visit a planner. So, do you need to see an adviser?  How about I give you five good reasons why it might just be a really good idea! […]

  • #In The Media | Posted On : Jan 17, 2017

    Queensland firm launches aged care subsidiary

    Gold Coast-based advice firm Wealth Planning Partners has launched a subsidiary firm that will focus specifically on Australia’s growing ageing population. Advisers Therese Jarrett and Amanda Cassar will head the subsidiary Trusted Aged Care Services, according to a statement. Ms Jarrett said she has become increasingly busy in keeping up with demand, having specifically focused […]

  • #In The Media | Posted On : Jan 13, 2017

    Advice firm creates aged care subsidiary

    Financial Standard A Queensland financial advice practice is launching a subsidiary business assisting the elderly transition into aged care. VISIT WEBSITE

  • #In The Media | Posted On : Jan 3, 2017

    Including philanthropy in your plan

    As you’re probably aware, when you donate to registered charitable organisation, your gifts are a tax deductible donation that can boost your tax refund or reduce the amount of tax you pay… completely aside from the feel good factor you get of supporting those less fortunate. Most charities exist solely to support a good cause […]

  • #In The Media | Posted On : Jul 1, 2016

    Adviser Launches Hunger Project crowdfunding campaign

    Adviser Director of Wealth Planning Partners, Amanda Cassar has launched a crowdfunding campaign to raise $10,000 for The Hunger Project (THP). To support the campaign, Ms Cassar plans to go to Ethiopia as part of the Business Chicks Leadership and Immersion Program.

  • #In The Media | Posted On : Jun 22, 2016

    Money, Money, Money Must be Funny in the Small Business World

    “I work all night, I work all day to pay the bills I have to pay. And still there never seems to be a single penny left for me.” If you’re a bit of an ABBA tragic like me, chances are you’re familiar with these lyrics. Sometimes running your own business starts as the dream, […]

  • #In The Media | Posted On : May 13, 2016

    Small Business Contingency Planning

    o you have a strategy for when things don’t go according to plan? How fantastic would it be if life just rolled along in accordance with our Plan A and nothing ever went wrong? Unfortunately, you’ve probably experienced the need for a Plan B at some stage in your life, or even wondered if all […]

  • #In The Media | Posted On : May 13, 2016

    5 Ways to Fund Your Startup

    Wouldn’t it be great if fairytales were true? A fairy godmother would wait in the wings for our big moment and then make all our startup dreams come true. More often than not, when we finally have that light-bulb moment with a great idea that we just know will work, it becomes apparent that we’re […]

  • #In The Media | Posted On : Nov 9, 2015

    Amanda Cassar – CEO Magazine – Finance

    Amanda Cassar has been in financial services since 1991 and is waging a war against the under-insurance issue Australia faces. Amanda is the Director of Wealth Planning Partners. She holds a masters degree in financial planning and is an AFP® member of the Financial Planning Association, participating in their ‘Ask an Expert’ program. She is […]

  • #In The Media | Posted On : Apr 10, 2015

    Planning Ahead – Business Chicks

    For Amanda cassar, there’s nothing better than helping others with her financial planning business. Here’s her story… Tell us a little bit about your business: We are a financial-planning business based on the gorgeous Gold Coast. We have a team of five advisers that help our clients Australia-wide with ‘the WPP way’ to secure, build […]

  • #In The Media | Posted On : Nov 14, 2012

    Women and Superannuation – Looking For Parity

    Well, I do love to travel and really enjoyed heading to fabulous Melbourne for the Women in Finance Vic (WIF) working lunch. I don’t need much arm twisting to get me to Victoria and was glad to combine some appointments with clients, colleagues and a great lunch. WIF had combined forces with the Australian Centre for […]

  • #In The Media | Posted On : Nov 7, 2012

    Dani’s Story – The Value Of Insurance

    This is the real-life story of Dani, as told by her financial adviser Amanada Cassar of Wealth Planning Partners 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 […]

  • Dealing With A Financial Crisis

  • Investing In Your Superannuation

  • Learning About Financial Literacy

  • When Should I Start Saving?

  • Paying Off Debt or Stash into Super?

  • Amanda Cassar on her book: Financial Secrets Revealed

  • Amanda Cassar – Elder Abuse BBC Radio Kent Interview

  • Time for a spot of Charity?

  • Is sensitivity needed in your family if there is a disparity of income?

  • What do you Buy for the Friend Who Has it All?

  • Want cash back into your Super fund for your Christmas purchases?

  • Have you heard About Granny Dumping?

  • Saving Money at Christmas Time

  • Wealth Planning Partners Update – Working from Home

  • ATO Early Access of Superannuation

  • Wealth Planning Partners – Knocking off the To-Do List

BUSINESS NEWS

Driving the Positive Evolution of Financial Advice

It’s one thing to recognise Financial Abuse, it’s another to know how to handle it as a Financial Adviser. Does your licensee have resources to help when you see signs of Financial Abuse? If you’re self-licensed, do you have a strategic plan to support your Advisers and clients?

Amanda Cassar is the director and Advisor behind Wealth Planning Partners and Trusted Aged Care Services. When it comes to Financial Services, she thinks globally but acts locally and is super passionate about raising financial literacy levels.

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14 January, 2020

302 dealing with financial abuse (and how to spot it)

What is financial abuse and how do you handle it? Amanda Cassar joins us to talk to some examples, and provide warning signs and avenues for help.
 
If you’re looking for support for a situation of financial abuse here is a list of places you can call for help: https://www.moneysmart.gov.au/life-events-and-you/families/financial-abuse.
 

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12 September, 2018

Amanda Cassar – on working with family members, being a part of a global community and the challenges of writing a book!

Amanda has achieved a lot in her nearly 20 years in Financial Planning – but she isn’t anywhere near done yet! Owning and running a successful firm on the Gold Coast (Queensland, Australia) with over 200 active clients and a team of 5, she could very easily fill her days with client work, and then enjoy the beautiful Gold Coast weather. But Amanda wants to give back to the Advice community that has given her so much, and she does that through her role as the Queensland State Chair of MDRT.

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