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 to three.
Chad Enstrom has decided to leave the financial services industry and move on to follow his dreams, and Russell Sheasby has started his own company with a new Dealer.
That leaves Leanne Brazel, Richard LeComte and Amanda Cassar at Wealth Planning Partners, continuing to take care of your financial needs.
Amanda has recently completed her SMSF Specialist Adviser Accreditation with the SMSF Association and attended their annual conference in Adelaide, jam packed with technical data and learnings. If a Self Managed Super Fund is something you’ve been thinking about, she’s the one to ask!
Richard continues to specialise in Insurance Risk strategies for his clients and without Leanne, the office just wouldn’t run as it should.
We’re quite proud that Leanne was recently nominated for Practice Manager of the Year at the FSP iLearn conference in Melbourne and we’re pleased to announce she was a finalist in her category.
An Award that took the Team by surprise was Amanda winning the Casey Kinnaird Memorial Award for Outstanding Contribution to the Community for the work done over the past 12 months with The Hunger Project.
It’s also now heading close to the end of financial year, so if you’ve been thinking about topping up your super, salary sacrifice or making the most of some tax deductions, now’s the time to get in and get the ball rolling. Don’t hesitate to give us a call if you’d like to discuss any strategies that are relevant to your situation.
Latest News / Blog Post
Posted on March 14, 2016
Wealth Planning Partners Team Update
RECENT POSTS
CATEGORIES
Previous Articles
December 4, 2020
Dreaming about money? What does it mean?
When you have dreams about money, it can be a bit of an interesting view as to what your subconscious is thinking about when it comes to the topic of money. Your dreams can influence your decisions, so it's a good idea to delve deeper into what you're dreaming. Are you dreaming of winning money or giving money away? Whatever...
November 26, 2020
Do I need Business Expenses Cover?
As a result of all the global economic changes from the COVID pandemic, many have resorted to starting up their own business to generate income. With this global shift, people have figured out new ways to be their own boss, gaining more control of their finances and have found opportunities wherever possible. For some, this has given greater opportunities in...
November 2, 2020
Tenants in Common vs Joint Tenants
What is ‘Tenancy In Common (TIC)’ 1. "Tenancy in common" allows two or more people to be owners in a property. Each owner has the authority to bequeath their share of the property to any chosen beneficiary upon the owner’s death. 2. "Tenancy in common" is different than joint tenancy because the transfer of the property to a beneficiary in...
Advisers Australian Economy Budget Budgeting Debt Management Emotions Finances General Money Savings Wealth
October 28, 2020
Are you a slave to money?
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...
Advisers Australian Economy Budget Budgeting Debt Management Economy Emotions Finances Financial Stress Interest Rates Money Savings Superannuation Term Deposit Wealth
October 26, 2020
How do I save to buy a house after being hit by COVID?
Have you been struggling with the COVID-19 pandemic? Has the global pandemic affected your income adding financial stress not only to your household, but to your overall mental health? The markets took a major hit going up and down but whilst it is now starting to stabilise as we slowly loosen the restrictions, it’s never been better timing to look...
October 22, 2020
Are we teaching our kids how to manage money?
Amanda Cassar (Financial Advisor at Wealth Planning Partners) found when interviewing case studies for her book “Financial Secrets Revealed” that most children haven’t been taught how to manage or the value of money. With the technology changes and advances, can you think back to the last time your children purchased something using cash? Apple and Google Pay and pay later...
September 28, 2020
How to take control of your retirement
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...
Advisers Australian Economy Budget Budgeting Debt Management Economy Finances General Investments Men Money Retirement Savings Self Managed Superannuation Funds Superannuation
September 28, 2020
How do I invest my money?
When deciding how to go about investing your money 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 both. Buy and sell investments yourself The advantage of choosing to invest yourself is that you're in control...
Advisers Aged Care Budget Budgeting Debt Management Economy Finances Financial Stress General Investments Men Retirement Savings Self Managed Superannuation Funds Superannuation Taxation
September 21, 2020
Own, rent or travel – what is your retirement lifestyle preference?
As record numbers of Australians transition into retirement, considering your retirement lifestyle, the cost of living and your expected annual retirement income, is crucial in your retirement planning. For many Australians transitioning into retirement, the increasing cost of housing is a hindrance on people’s ability to pay off their property before they retire, and this may push them into a...
Advisers Australian Economy Budget Budgeting Business Debt Management Economy Emotions Finances Financial Stress General Men Money Relationship Savings Uncategorized Wealth Women
August 31, 2020
How to manage financial stress and negative effects on your relationship
As a Financial Advisor, we often have clients come to see us without their spouses, for investment or financial planning session. Having problems getting out of debt is our number one challenge with couples, and unfortunately has a severe impact their relationship. It’s not easy to experience the emotional turmoil that financial duress can have on clients, that their fights...
Australian Economy Budget Budgeting Centrelink Debt Management Economy Finances Men Money Savings Uncategorized Wealth Women
August 25, 2020
Five tips for looking after your large household’s finances
Taking care of household finances can be taxing, especially if you have a big family. But with proper planning and budgeting, there’s no need to stress. Here are some tips to help you effectively manage your household finances. 1 | Examine your finances Sitting down as a family and figuring out how much money is coming in and going out may...
Advisers Australian Economy Budget Budgeting Debt Management Economy General Insurance & Protection Investments Money Retirement Savings Superannuation Uncategorized Wealth
August 17, 2020
How to get ahead when you’re in your 40s…
In your 40s? Here’s what you need to consider to financially get ahead... Being in your 40s requires balancing many responsibilities and it can become easy to neglect your own financial wellbeing. However, it’s not too late to secure your future. Here are 5 tips that may help you financially make the most of your 40s. 1 | Create a financial...
Australian Economy Economy Finances Investments Money Retirement Superannuation Uncategorized Wealth
August 10, 2020
Labour says, the younger generation who withdraw superannuation may be $100,000 worse-off in retirement
Opposition steps up attacks on coronavirus support measure that allows people in financial distress to withdraw up to $20,000 Labour has said that Covid-19 economic crisis will greatly affect the younger generation, as it estimates someone who is approximately 25 years old who withdraws $20,000 from superannuation may be left up to $100,000 worse off in retirement. The opposing...
August 3, 2020
Melbourne experiences a hammer blow to Covid-weakened Australian economy due to Stage 4 Lockdown
It is said that the Federal government may need to provide financial aid to sustain 2nd biggest economy to mitigate flow-on effects throughout Australia. With the recent stage 4 lockdown newly enforced announced by the Victorian premier, Daniel Andrews, along with the shutdown of particular industries to be revealed on Monday, is said to have a hammer blow to...
July 27, 2020
We’re in a global recession, why has the share market rallied?
The COVID-19 pandemic led to a global recession unfolding within the space of two months, with share markets collapsing and then staging a strong recovery. Markets have performed strongly even as we remain in the midst of tumultuous recession and a worsening global pandemic. How is this possible? COVID-19 recession & Understanding economic data Two types of data have been...
April 9, 2020
Reduction in account-based pension minimums
As you probably know, capital losses from falling share prices are realised only if the company goes into liquidation or the shares are sold. Leaving investments intact may well offer the best chance to rebuild balances when markets pick up again, as they eventually do. But, this holding pattern can be hard for older people with account-based pensions due to...
April 6, 2020
What do the Deeming rate cuts mean?
Interest rates have been falling a lot faster and a lot longer than deeming rates for Centrelink and Veterans’ Affairs recipients, making it practically to even earn the current deeming rates from bank accounts.Higher-risk investments (in better markets) may potentially produce higher returns, but these are often not appropriate for people in aged care and can cause undue anxiety in times...
January 28, 2020
Break free from being asset rich and cash poor
Here are four ways to try 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 that almost one-third of older Australians in low-income households were asset rich but cash poor.[1] Most wealth is tied up in illiquid assets, in particular the family home. But you...
January 13, 2020
Do you have more than one super account?
Did you know there is over 10[1] million Australians with a superannuation account, approximately 36% of which hold more super accounts, which make up $20.8[2] billion in ‘lost super’. Is some of that yours? Find it Moved house? Changed jobs? Don’t know where your teenage self stashed your super? It’s easy to track it down. Consider Combining it Save on fees, reduce...
November 6, 2019
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 cash poor.[1] Most of their wealth was tied up in illiquid assets, in particular the family home. But, there's no need...
Head Office
Suite 110, Level 1 Eastside,
232 Robina Town Centre Drive,
Robina, QLD, 4226
Brisbane Office
Level 3, 1 Breakfast Creek Rd,
Newstead, QLD 4006
Contact Us
Phone: 07 5593 0855
Email: info@wealthplanningpartners.com.au
Office Hours:
9am - 5pm Monday to Thursday
9am - 3pm Friday
(Other appointment times by request)
Registration
WPP Licensee Services Pty Ltd
110/232 Robina Town Centre Drive
Robina, QLD, 4226
www.wealthplanningpartners.com.au
AFSL No. 530393
ABN# 76 649 079 998
Copyright © 2020 Wealth Planning Partners Pty Ltd | All Rights Reserved | Website designed by Xenex Media