Investor 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?

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...

How do I save for a house after being hit by COVID?

Oct 26, 2020 | Australian Economy, Economy, Finances, Financial Stress, Money, Wealth

How do you save for a house after being hit by the fallout from COVID? Have you been struggling financially with the COVID-19 pandemic? Has the global pandemic affected your income? How's you financial stress level, not only in your household, but your overall mental...

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...

What the US Interest Rate Rise Means for you

Dec 17, 2015 | Economy, Interest Rates, US Economy

Well, after much speculation and talk, it's finally happened, the US have raised interest rates. Here's a few fast facts for you:  The US Federal Reserve (Fed) lifted the funds rate at its December meeting by 25 basis points to a target range of 0.25-0.50 per cent. ...

Choppy Markets affecting you?

Aug 26, 2015 | Australian Economy, Economy

As you've probably noticed, markets have been a little choppy of late! You may be wondering what it's all about. Hopefully, this will give you a basic insight into what's been going on! The primary influences for the recent market falls are: The Chinese currency...

Market Correction Time Again?

Aug 25, 2015 | Economy

Big thanks to Ord Minnett for the following short but sweet look at the current correction going on in Markets: Stock markets have continued to trade down while bond prices have lifted following heightened fears of a growth slowdown in China. The correction...

Latest News / Blog Post

The Future of Property on the Gold Coast

Are you a slave to money?

How do I save for a house after being hit by COVID?

How to take control of your retirement

How do I invest my money?

Consider your retirement lifestyle needs?

Discuss financial goals via Zoom

What the US Interest Rate Rise Means for you

Choppy Markets affecting you?

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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