Blog Archives

AFA Female Excellence in Advice Awards

Wealth Planning Partners are pleased to announce that their Director Amanda Cassar has been named a finalist in the Female Excellence in Advice Awards for 2016. CEO of the Association of Financial Advisers (AFA) Brad Fox, said the ability of

Posted in Advisers, Women Tagged with: , , , , , ,

The Big Budget Picture

Tracking where your money actually goes can make revealing reading. ASIC’s 2012 consumer-spending figures show the average household spends $69,000 a year: Australians splash $78.4 billion a year on their cars, compared to just $2.2 billion on public transport; almost

Posted in Advisers, Australian Economy, Budget, Budgeting, Finances, Money, Savings, Women Tagged with: , , , , ,

Shacking Up or Moving On?

  If there’s only thing life constantly throws at us, it’s change! It often occurs when we least expect it and can take us by surprise.  Especially when it’s the end or start of a relationship!  Sometimes when emotions are

Posted in Finances, Insurance & Protection, Investments, Men, Money, Superannuation, Women Tagged with: , , , , , , , ,

It’s Money Smart Week 2014!

What’s your biggest financial challenge? We all have an area of our finances that we know could do with some attention but let’s face it – most of us would rather think about something else. The problem is that by

Posted in Budget, Budgeting, Debt Management, Finances, Insurance & Protection, Money, Women Tagged with: , , , , , , , ,

Hey mate! How’s your Prostate?

Each year in Australia, close to 3,300 men die of prostate cancer, which exceeds the number of women who die from breast cancer annually. Around 20,000 new cases are diagnosed inAustraliaevery year

Posted in Finances, Insurance & Protection, Men Tagged with: , , , , , , , , ,

Finding Parity for Women’s Super

WIF had combined forces with the Australian Centre for Financial Studies and the Financial Services Institute of Australia (FINSIA) to put on a great lunch in Collins Street to discuss “Finding Parity for Women’s Super.”

Posted in Advisers, Business, Finances, General, Investments, Superannuation, Women Tagged with: , , , , , , , , , , , , , , , ,

2012 Female Excellence in Advice Awards

Wealth Planning Partners are pleased to announce that Amanda Cassar has been nominated for the Female Excellence in Advice Awards for 2012.  Amanda was also nominated in the inaugural launch year of the awards in 2011. There is a high

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

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: , , , , , , , , ,