Blog Archives

Want to break free from being asset rich and cash poor?

Here’s 4 ways to boost your income… Are you asset rich but cash poor? Turns out, you’re not alone. Data from the ABS (Australian Bureau of Statistics) shows almost one-third of older Australians in low-income households were asset rich but

Posted in Finances, Money, Wealth Tagged with: , , , , ,

Wealth Planning Partners Team Update

Well, they say that the only thing constant is change and that’s certainly true, especially for the Team at Wealth Planning Partners in 2016. Not so long ago, we had five advisers on the team, and this is now down

Posted in Advisers, Business Tagged with: , ,

We have Moved!

We’ve started 2015 with a Bang!, moving into our new office space in the Eastside building, Robina. You’ll now find us at Suite 110, Level 1 Eastside, 232 Robina Town Centre Drive, Robina.  When visiting, entry is via Waterfront Place

Posted in Advisers, General Tagged with: , , , ,

Breaking news! End of an era!

Our senior partner, Trevor Pritchard moved to Australia from the UK in the early 80’s and set up as a Life Insurance adviser from the Currumbin area. Finally, he’s decided it’s time to hang up the boots. Trevor has worked

Posted in Advisers, Retirement Tagged with: , ,