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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.…

Planning your finances early means you are better placed to enjoy what really matters in your retirement. Read this guide to find out how. Entering retirement…

With the majority of Australians still dangerously underinsured, is it time you reviewed your cover? Jeff is a clean-living 53-year-old who exercises regularly, doesn’t smoke, enjoys…

Choosing how you age is not just about accommodation for you or your family. There are also a range of financial and emotional issues to plan…

With private school fees rising each year, it pays to start saving early. Most parents believe a good education is an investment in their child’s future.…

A goals-based investment approach isn’t focused on ‘beating the market’. It’s about tailoring your investments to meet your personal goals. Performance comparisons are unavoidable in the…

It’s devastating to watch the nightly news and see reports of young drivers, especially P platers, who are fatally injured or worse, killed on Australian roads.…

Economists and traders around the world closely monitor dozens of economic surveys and indicators that are released each week across a range of countries. However, the…

Think having a Will in place means your estate plan is taken care of?  Here are five examples that might make you think again. Most people…