Blog Archives

Dani’s Story

Posted on by Amanda Cassar — No Comments ↓

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…

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

Welcome to our newest Team Member

Posted on by Amanda Cassar — No Comments ↓

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

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

EOFY Wrap Up

Posted on by Amanda Cassar — No Comments ↓

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.

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

How will the floods affect all Qlders going forward?

Posted on by Amanda Cassar — No Comments ↓

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

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