Wealthplanningpartners

Wealthplanningpartners
Wealthplanningpartners
Professional Services-BURLEIGH TOWN, QLD
Professional Services-Burleigh Town, QLD
Financial planning gives overall advice in a financial plan that will: be based on your objectives meet your needs minimise tax, and minimise financial risk Your fin..
Amanda Cassar PO Box 3592, Burleigh Town, Qld, 4220.
Amanda Cassar PO Box 3592, Burleigh Town, Qld, 422..
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Financial planning gives overall advice in a financial plan that will: be based on your objectives meet your needs minimise tax, and minimise financial risk Your financial plan will show you what you need to become financially secure and what assistance you will need from other advisers (eg. your lawyer or accountant) to implement the plan strategy. The Gold Coast unfortunately has established a name for fly by night operators, dodgy deals and shyster operators looking for a quick buck. If you've recently moved to this lovely corner of South East Queensland and are unsure about how to find a reputable operator, firstly look for one that's been around a long time. Wealth Planning Partners has been operating a Gold Coast based Financial Planning practice since 1981 a long time by Gold Coast standards. Specialities Our customers include many sole traders and tradesmen to small medium enterprise (SME) operators and professionals looking to protect their businesses, family and income from whatever life may throw at them. You've heard it before, but if you fail to plan, you plan to fail. We can help consolidate superannuation funds, establish appropriate investment strategies and ensure insurances are structured in the most tax effective manner. If you're interested in establishing transition to retirement pensions or have questions about Self Managed Superanuation funds, we can help there too. Education & Social supplierBeing a Financial Planner doesn't mean just getting your Diploma and hanging out a shingle. Our Advisers keep up to date with the minimum required 30 hours study per annum, often far exceeding this requirement due to the constant Financial Planning Industry and legislative changes. Wealth Planning Partners are more than just a local Gold Coast financial planning firm, and have also embraced social media as a way to keep our clients updated with any changes. We have a dedicated Wealth Planning Partners Facebook page, WealthPP Twitter feed and a Blog atached to our website with regular financial updates. These aren't just relevant for the Gold Coast market, but we have followers from around the World keeping up with our news! Please join us, Like or Follow to stay up to date. We have also chosen to support a small amount of charities each year and donate on a regular basis to DreamWorkers who give solely back to those in need in the Gold Coast community, along with the Fred Hollows Foundtion, Careflight and the Royal Children's Hospital in Brisbane all of which rely completely on donations and have no Government funding. Ask how you too can include philanthropy in your financial plan! Good Advice Worth Paying for... Our clients recognise that there is no one size fits all formula for financial success. They also recognise that a long term, customised and personalised service, devised by an expert, adds significant value to their net wealth and lifestyle. In return, we recognise that our clients expect to receive a clear understanding of the fees they will be paying for our service. Read More Thank goodness we had some insurance At one of Asteron's seminars held recently, we were shown a short video of a man named Keith. Keith is a 50 year old self employed chiropractor living in rural Victoria. He is married with five children, the youngest being 10 months. Keith has always chosen a healthy lifestyle and diet with the focus on being fit. In July 2007, after setting up his Bendigo practice, Keith was diagnosed with a brain tumour. When the doctor told him of the prognosis his life changed forever not only for himself but his family. Keith had some income protection insurance, however not enough insurance to protect his family financially against the unexpected. When hearing stories like these, we all realise the importance of having the necessary insurances to help protect ourselves and our families. To find out any information on insurances such as Life, Total and Permanent Disability, Trauma and Income Protection Cover, please contact our office to speak to our friendly staff. (Please also feel free to contact our office if you'd also like a review of any existing policies that you currently hold). Custom Wealth Solutions Wealth Planning Partners are Corporate Authorised Representative Financial Services Partners Pty Ltd Financial Services Partners holds an Australian Financial Services License (AFSL). This means we are licensed to provide you with advice on a range of financial issues and products. All of our advisers are registered with the Australian Securities and Investment Commission (ASIC). Financial Services Partners has authorised representatives providing financial planning and advice services in every state and territory of Australia. Whether it's for your specific need, a holistic financial plan, or anywhere in between, our expert advisers will tailor financial advice specifically for you. The financial planning and advice we provide covers a variety of areas including wealth accumulation, wealth management, wealth protection and wealth transfer needs. Please take some time to explore our website for more information about the advice services we provide. We commit to provide you with our personal advice and recommendations in writing, which keeps you in control. Outsourcing To save you the hassle, we have researched and established ties with other reputable Gold Coast firms who can further assist with your finances. We keep in touch with a panel of professionals who can assist with cash flow management, debt consolidation and lending needs, investment property concerns, accountancy and small business mentoring and growth along with your Fire & General insurance protection needs. This ensures every part of your financial world is taken care of, leaving you time to get on with what you'd rather be doing. Like many businesses, we thrive on referrals and love to keep those Word of Mouth referrals coming in. We have clients in nealy every field of employment and truly know the value of referrals to small business, so if you're after anything from a website to welding we're happy to recommend your business too!

About Us

 

Amanda Cassar joined Trevor in 1991 and along with our fabulous support team we now look after financial planning interests and insurance needs of many Gold Coast and Brisbane locals.

 

Financial planning gives overall advice in a financial plan that will:

  • be based on your objectives
  • meet your needs
  • minimise tax, and
  • minimise financial risk

Your financial plan will show you what you need to become financially secure and what assistance you will need from other advisers (eg. your lawyer or accountant) to implement the plan strategy.

 

The Gold Coast unfortunately has established a name for fly by night operators, dodgy deals and shyster operators looking for a quick buck.  If you've recently moved to this lovely corner of South East Queensland and are unsure about how to find a reputable operator, firstly look for one that's been around a long time.

 

Wealth Planning Partners has been operating a Gold Coast based Financial Planning practice since 1981 - a long time by Gold Coast standards.

 

Specialities

 

Our customers include many sole traders and tradesmen to small - medium enterprise (SME) operators and professionals looking to protect their businesses, family and income from whatever life may throw at them.  You've heard it before, but "if you fail to plan, you plan to fail."

 

We can help consolidate superannuation funds, establish appropriate investment strategies and ensure insurances are structured in the most tax-effective manner.  If you're interested in establishing transition to retirement pensions or have questions about Self Managed Superanuation funds, we can help there too.

 

 

Education & Social

 

Being a Financial Planner doesn't mean just getting your Diploma and hanging out a shingle.  Our Advisers keep up to date with the minimum required 30 hours study per annum, often far exceeding this requirement due to the constant Financial Planning Industry and legislative changes.

 

Wealth Planning Partners are more than just a local Gold Coast financial planning firm, and have also embraced social media as a way to keep our clients updated with any changes. We have a dedicated Wealth Planning Partners Facebook page, WealthPP Twitter feed and a Blog atached to our website with regular financial updates.  These aren't just relevant for the Gold Coast market, but we have followers from around the World keeping up with our news!  Please join us, Like or Follow to stay up to date.

 

We have also chosen to support a small amount of charities each year and donate on a regular basis to DreamWorkers who give solely back to those in need in the Gold Coast community, along with the Fred Hollows Foundtion, Careflight and the Royal Children's Hospital in Brisbane - all of which rely completely on donations and have no Government funding.  Ask how you too can include philanthropy in your financial plan!

 


Good Advice Worth Paying for...

 

Our clients recognise that there is no one-size-fits-all formula for financial success.


They also recognise that a long-term, customised and personalised service, devised by an expert, adds significant value to their net wealth and lifestyle. In return, we recognise that our clients expect to receive a clear understanding of the fees they will be paying for our service.

 

Read More

 

"Thank goodness we had some insurance"

 

At one of Asteron's seminars held recently, we were shown a short video of a man named Keith.  Keith is a 50 year-old self-employed chiropractor living in rural Victoria.  He is married with five children, the youngest being 10 months.  Keith has always chosen a healthy lifestyle and diet with the focus on being fit.

 

In July 2007, after setting up his Bendigo practice, Keith was diagnosed with a brain tumour.  When the doctor told him of the prognosis his life changed forever not only for himself but his family.

 

Keith had some income protection insurance, however not enough insurance to protect his family financially against the unexpected.

 

When hearing stories like these, we all realise the importance of having the necessary insurances to help protect ourselves and our families.  

 

To find out any information on insurances such as Life, Total and Permanent Disability, Trauma and Income Protection Cover, please contact our office to speak to our friendly staff.

 

(Please also feel free to contact our office if you'd also like a review of any existing policies that you currently hold).

 



 

Wealth Planning Partners are Corporate Authorised Representative Financial Services Partners Pty Ltd

 

Financial Services Partners holds an Australian Financial Services License (AFSL). This means we are licensed to provide you with advice on a range of financial issues and products. All of our advisers are registered with the Australian Securities and Investment Commission (ASIC).

 

Financial Services Partners has authorised representatives providing financial planning and advice services in every state and territory of Australia. Whether it's for your specific need, a holistic financial plan, or anywhere in between, our expert advisers will tailor financial advice specifically for you.

 

The financial planning and advice we provide covers a variety of areas including wealth accumulation, wealth management, wealth protection and wealth transfer needs. Please take some time to explore our website for more information about the advice services we provide. We commit to provide you with our personal advice and recommendations in writing, which keeps you in control.

 

Outsourcing

 

To save you the hassle, we have researched and established ties with other reputable Gold Coast firms who can further assist with your finances.  We keep in touch with a panel of professionals who can assist with cash flow management, debt consolidation and lending needs, investment property concerns, accountancy and small business mentoring and growth along with your Fire & General insurance protection needs.  This ensures every part of your financial world is taken care of, leaving you time to get on with what you'd rather be doing.

 

Like many businesses, we thrive on referrals and love to keep those Word of Mouth referrals coming in.  We have clients in nealy every field of employment and truly know the value of referrals to small business, so if you're after anything from a website to welding we're happy to recommend your business too!

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