Blog Archives

Money hacks for teens and young adults

Help your teens and young adults manage how they spend and save. So your teenagers and young adults know how to spend, but do they know how to budget for the things they really want? Learning good money management should

Posted in Budget, Budgeting, Debt Management, Finances, Savings, Wealth Tagged with: , , , ,

A few things have changed in super

Many of the federal government’s superannuation reforms came into effect on 1 July. Here’s what’s new. The government says it has tried to make the superannuation system more sustainable and has introduced more flexibility to suit modern work patterns. This

Posted in Finances, Retirement, Superannuation Tagged with: , , , , ,

Need to Understand a little more about the Downsizing Contribution?

As you’re not doubt aware, the Federal Government announced it’s 2017 Budget this week and one of the surprise outcomes was the Downsizing Contribution for those looking to move out of a larger family home.  Here’s a little more about

Posted in Advisers, Australian Economy, Budget, Finances, Retirement, Superannuation Tagged with: , , , , , , ,

Protect your Assets from Expensive Mistakes

Protecting yourself from frivolous creditors and lawsuits is becoming an increasingly common concern. Here we outline some of the ways you can insulate your assets. Check your insurances Liability insurance is a must if you want to safeguard your assets

Posted in Business, Debt Management, Insurance & Protection, Savings Tagged with: , , , ,

Four common mistakes when buying insurance

If your life insurance policy is in a drawer gathering dust, your family could be in for a nasty shock in the event of a claim. Here we outline some pitfalls to avoid when taking out cover. 1.      Buying on

Posted in Advisers, Finances, Insurance & Protection, Money Tagged with: , , , ,

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: , , , , , ,

Amanda Cassar & the #FSPower50

  In 2013, Financial Standard launched the inaugural Power50 list, a guide to the top 50 financial services professionals who use social media to lead the conversation on wealth management, superannuation and financial advice. The list is made up of

Posted in Business, Social Media Tagged with: , , , , ,

Not quite feeling the Xmas Spirit?

There are many different beliefs and traditions surrounding Christmas, but one thing is for sure… from its start, it was meant to be about joy and celebration.  These days for some, it seems more a time of stress and debt. If ‘it’s only x

Posted in Budget, Budgeting, Christmas, Debt Management, Finances, Money Tagged with: , , , , , ,

Direct Life insurance vs Individual Life Insurance

There are a large amount of advertisements recommending you take out life cover out with automatic acceptance, and no medicals.  Simply sign up and be covered in under two minutes.  Sounds too easy, right? But what issue does this pose at claim time?

Posted in Advisers, Insurance & Protection Tagged with: , , , , ,

What is he thinking?

A recent chat with a friend soon turned into a request for a review of his financial situation, as I had a bit of time over the weekend we ended up having this very important discussion. The lack of proper

Posted in Advisers, Debt Management, Finances, Insurance & Protection, Superannuation Tagged with: , , ,