Financial Planner Robina, Gold Coast - Wealth Planning Partners

We use “The WPP Way” to ensure you Secure, Build, Succeed.

You can receive an obligation free, initial visit to meet and review your situation from one of our professional qualified financial advisers.

We recognise that there is no one-size-fits-all formula or cookie-cutter approach for financial success

Free Financial Planning Consultation

We can come to you. You will receive an obligation free, initial visit to meet and review your situation from one of our professional qualified financial advisers.

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Financial Secrets Revaealed…

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In Financial Secrets Revealed, Amanda Cassar has gathered a wealth of financial knowledge and expertise from around the world. Amanda has asked amazing men and women who run some incredible companies, both nationally and internationally, for their unique views.

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Free Financial Planning Consultation

We can come to you. You will receive an obligation free, initial visit to meet and review your situation from one of our professional qualified financial advisers.

BOOK FREE CONSULTATION

Financial Secrets Revaealed…

Book Now Released!

PURCHASE BOOK

WPP Financial Planners – Gold Coast

Wealth Planning Partners are in business to ensure you succeed financially with a carefully structured plan. We will help you arrange both asset protection and wealth creation via appropriate strategies tailored to your individual needs. We use “The WPP Way” to ensure you Secure, Build, Succeed.

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In The News

Life Insurance: The Ultimate Gift of Love this Valentine’s Day

Insurance & Protection Uncategorized

February 14, 2024

Life Insurance: The Ultimate Gift of Love this Valentine’s Day

It's Valentine's Day. Love is in the air, and some of us are searching for that perfect gift to express our affection for those closest to us. And despite a grisly past, this day has come to be known for lovers... So just what is the ultimate gift of love this Valentine's Day? While chocolates and flowers are lovely, this...

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Debt Management

May 8, 2023

Should I Pay off my HECS Debt?

Should I pay off my HECS debt early? Many are asking in light of the coming large CPI increase.

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Business Economy

March 20, 2023

Global Banking System Volatility

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...

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Self Managed Superannuation Funds

September 19, 2022

Time is running out!

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...

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Investments

June 28, 2022

Staying passive is being active

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...

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Economy

June 27, 2022

Market Update – June 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...

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Retirement

June 14, 2022

Take Control of your Retirement

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...

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Australian Economy Economy

February 28, 2022

Russia Ukraine Update

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...

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Russia Ukraine Concerns and your Finances

Australian Economy Economy Finances Investments

February 25, 2022

Russia Ukraine Concerns and your Finances

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....

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Dreaming about money? What does it mean?

Emotions Finances Money

December 4, 2020

Dreaming about money? What does it mean?

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...

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Accredited Aged Care Professionals™

We help remove the tension involved in making informed decisions about your aged care choices. Accessing care for older Australians can be tricky with baffling jargon and a lot of paperwork. We make it easy for you to understand your options; whether that’s staying at home longer with assistance or transitioning into to a residential aged care facility.

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