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 and there’s lots of 2 hour covered parking under the building.
Skye from Liquid Espresso on the Ground Floor would love to fix you up with a cuppa when you drop by and point you in the right direction.
Please update our contact numbers too, with the new office number 07 5593 0855 and the new fax being 07 5593 1922.
Emails, postal address and mobile contacts all remain the same.
Don’t hesitate to drop by and say g’day if you’re in the area.
Latest News / Blog Post
Posted on January 20, 2015
We have Moved!
March 20, 2023
Silicon Valley Bank Failure! Market volatility has been elevated over the past week driven by the failure of the Silicon Valley Bank (SVB). Global banking system volatility is on the rise! The unfolding situation in the US could be seen by some as having echoes of the Global Financial Crisis (GFC) from 2008. This, combined with recent falls in Credit Suisse...
September 19, 2022
Time is running out to apply for a Director Identification Number (director ID) You may have heard about the new rules which require directors of Australian companies to obtain a Director Identification Number (director ID). It is a unique 15-digit identifier that directors apply for once and keep forever. The following provides some useful further information. As a director of...
June 28, 2022
Staying the Course Heightened global markets volatility can easily trigger kneejerk reactions by panicked investors. Widespread selling, triggered by the Russia-Ukraine crisis, has been behind recent big swings on global financial markets. This includes stock markets, commodities and currency markets. As serious as the current events are, heightened market volatility is nothing new. The onset of the COVID-19 pandemic also...
June 27, 2022
Volatility is Normal The volatility that we've seen over the last six months, while significant, is not an unusual occurrence for a normal and healthy functioning market. Heightened volatility is an uncomfortable experience in the short- term. Equity markets and some parts of the bond markets will continue to be an important contributor to overall long-term returns. We appreciate that...
June 14, 2022
Are you approaching retirement? Chances are the funding of your lifestyle in retirement may be on your mind! Take steps now to avoid getting caught short on retirement income and live the retirement lifestyle you want. It's time to take control of your retirement. The qualifying age is increasing by six months every two years until it reaches 67 in...
February 28, 2022
Russia Ukraine Event Update On 21 February, Russia asserted its view on the independence of the Donetsk People’s Republic and the Luhansk People’s Republic. Russia began mobilising troops to conduct peacekeeping operations. This was a violation of Ukraine’s sovereignty and independence, the Minsk agreement, and has been widely denounced by the West. Subsequently, Russia instigated military strikes on Ukraine and...
February 25, 2022
Worried about the impact of Russian Ukraine concerns and your finances? Please reach out directly to the Wealth Planning Partners team if you want to discuss your personal financial plan. So, a little perspective on the Ukraine and Russian situation. This geopolitical event is concerning on practically every level. And there are a wide range of potential outcomes and scenarios....
December 4, 2020
Do you dream about money? Daydream even? When you have dreams about money, it can be a bit of an interesting view into what your subconscious is thinking about when it comes to the topic of money or finances. Your dreams can influence your decisions, so it's a good idea to delve deeper into what you're dreaming about. Are you...
November 2, 2020
What is ‘Tenancy In Common' 1. "Tenancy in common" allows two or more people to be owners in a property. Each owner has the authority to will their share to anyone on death. 2. "Tenancy in common" is different as the transfer of the property in the event of death differs. In joint tenancy, the title of the property automatically...
October 28, 2020
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 they heard from parents and teachers in the early stages of their...
October 27, 2020
Gold Coast based financial adviser Amanda Cassar says " advisers need skills to handle financial abuse." Could you confidently recognise a warning sign of financial abuse? Unfortunately, financial abuse is becoming increasingly more visible on a global scale. It does not discriminate. This type of abuse can occur irrespective of someone's economic status, level of education, race, gender or ethnicity. ...
October 26, 2020
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 health? If so, how can you get back on track after being hit by CoVid?...
October 22, 2020
Are you teaching your kids how to manage their money? Teaching our children about money is vital. Do you know how to teach your kids to manage money? When interviewing for her book “Financial Secrets Revealed,” Amanda Cassar found most of us haven’t been taught how to manage money by their parents. Are you self taught? And what do you...
October 12, 2020
Get ready for storm season! The Queensland Government want everyone to Get Ready for disaster season. Use the 3 Step "Get Ready" Plan. Prepare your household this storm season by completing these 3 simple steps: Have a plan Firstly, ensure your family is equipped with an emergency and evacuation plan. Make sure everyone knows what to do in a disaster. Team-up...
October 7, 2020
How does Federal Budget 2020 impact Families?
September 28, 2020
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 increases by six months every two years until it reaches 67 in...
September 28, 2020
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 a bit of both. Buy, sell or invest yourself...
September 21, 2020
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 into retirement, the increasing cost of housing is a hindrance. Many are struggling to pay off their property before they...
Suite 110, Level 1 Eastside,
232 Robina Town Centre Drive,
Robina, QLD, 4226
Phone: 07 5593 0855
9am - 5pm Monday to Thursday
9am - 3pm Friday
(Other appointment times by request)