Blog Archives

Dani’s Story

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 happy, friendly, hospitable woman

Posted in Advisers, Finances, General, Insurance & Protection, Superannuation, Women Tagged with: , , , , , , , , ,

Welcome to our newest Team Member

Wealth Planning Partners are pleased to announce that Russell Sheasby has joined our team of Gold Coast based Financial Advisers.

Posted in Advisers, Australian Economy, Business, Economy, Finances, General, Insurance & Protection, Superannuation Tagged with: , , , , , , , , , , ,

EOFY Wrap Up

You may be forgiven for wondering just what’s going on globally in economic markets – have a quick read here to see what’s transpired in the 2011 financial year.

Posted in Business, Economy, Finances, General, Interest Rates, Investments Tagged with: , , , , , , , , , , ,

How will the floods affect all Qlders going forward?

The floods are gone, the clean up continues… What do the floods mean for all Queenslanders?

Posted in Finances, General Tagged with: , , , ,