Finance Archives - Wealth Planning Partners

The Future of Property on the Gold Coast

Dec 17, 2024 | Economy, Property

The Gold Coast continues to be a shining star in the Australian property market. With its stunning beaches, growing infrastructure, and thriving lifestyle appeal, it remains a prime location for investors, homeowners, and developers alike. But as we move into 2025, the question many Gold Coasters are asking is: Is it the right time to buy, sell, or hold?The Gold Coast continues to be a shining star in the Australian property market. With its stunning beaches, growing infrastructure, and thriving lifestyle appeal, it remains a prime location for investors, homeowners, and developers alike. But as we move into 2025, the question many Gold Coasters are asking is: Is it the right time to buy, sell, or hold?

Russia Ukraine Concerns and your Finances

Feb 25, 2022 | Australian Economy, Economy, Finances, Investments

Worried about the impact of Russian Ukraine concerns and your finances? Please reach out directly to the Wealth Planning Partners team if you want to discuss your personal financial plan. So, a little perspective on the Ukraine and Russian situation. This...

Dreaming about money? What does it mean?

Dec 4, 2020 | Emotions, Finances, Money

Do you dream about money? Daydream even? When you have dreams about money, it can be a bit of an interesting view into what your subconscious is thinking about when it comes to the topic of money or finances. Your dreams can influence your decisions, so it's a good...

Are you a slave to money?

Oct 28, 2020 | Finances, Money, Wealth

From a young age we are taught… GOOD GRADE = GOOD UNIVERSITY = GOOD JOB = GOOD MONEY Teenagers are believing that this is the only route to lead a success. It’s a cycle, churning throughout time – being handed down from generation to generation, merely reciting what...

Are we teaching our kids to manage money?

Oct 22, 2020 | Finances, Money, Savings, Wealth

Are you teaching your kids how to manage their money? Teaching our children about money is vital. Do you know how to teach your kids to manage money? When interviewing for her book “Financial Secrets Revealed,” Amanda Cassar found most of us haven’t been taught how...

Get Ready for Storm Season, Queensland!

Oct 12, 2020 | Finances, General, Insurance & Protection, Money

Get ready for storm season! The Queensland Government want everyone to Get Ready for disaster season. Use the 3 Step "Get Ready" Plan. Prepare your household this storm season by completing these 3 simple steps: Have a plan Firstly, ensure your family is equipped...

How to take control of your retirement

Sep 28, 2020 | Advisers, Australian Economy, Budget, Budgeting, Finances, General, Retirement, Superannuation

Are you affected by the increase in the Age Pension’s qualifying age? Take steps now to avoid getting caught short on retirement income. The minimum age to qualify for the Age Pension has started going up. For those born on or after 1 July 1952, the qualifying age...

How do I invest my money?

Sep 28, 2020 | Advisers, Finances, Investments, Money, Savings, Self Managed Superannuation Funds, Superannuation

So, how do you invest your money? When deciding how to go about investing those hard earned dollars, you need to decide whether you'll: do it yourself, or pay a financial advisor to do it for you Both options have their pros and cons. However, you can - of course, do...

Consider your retirement lifestyle needs?

Sep 21, 2020 | Advisers, Budgeting, Economy, Finances, Financial Stress, Investments, Retirement, Savings, Superannuation

Is it time to consider your retirement lifestyle needs? Considering the cost of living and your expected annual retirement income, is crucial to retirement planning. So, how do you consider your retirement needs? For the record number of Australians transitioning...

Discuss financial goals via Zoom

Sep 14, 2020 | Advisers, Business, Finances, General, Money, Wealth, Women

The ongoing COVID situation means changes to how we do business. 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. Is it time to discuss...

Latest News / Blog Post

The Future of Property on the Gold Coast

Russia Ukraine Concerns and your Finances

Dreaming about money? What does it mean?

Are you a slave to money?

Are we teaching our kids to manage money?

Get Ready for Storm Season, Queensland!

How to take control of your retirement

How do I invest my money?

Consider your retirement lifestyle needs?

Discuss financial goals via Zoom

Beat The Cost of Living Challenge

Unlocking the Downsizer Strategy: A Smart Move for Your Retirement Plan

Life Insurance: The Ultimate Gift of Love this Valentine’s Day

Should I Pay off my HECS Debt?

Global Banking System Volatility

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