Wealth Planning Partners in Robina, Queensland | Investment management company

Wealth Planning Partners

Locality: Robina, Queensland

Phone: +61 7 5593 0855

Address: Suite 110, 232 Robina Town Centre Drive 4226 Robina, QLD, Australia

Website: http://www.wealthplanningpartners.com.au

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• Financial service
• Investment management company
• Financial planner
• Financial consultant

25.01.2022 Did you know that we offer services around Taxation? Yes, that's right! We not only offer financial services, but can manage your tax. For more info, please contact us on 07 5593 0855 or visit wealthplanningpartners.com.au

25.01.2022 So... not satisfied with just finalising his Graduate Diploma of Financial Planning, Mitch Cassar has also managed to sneak in his Self Managed Super Fund accreditation, ending the year with a Distinction. We're just a little bit proud of him! #valueofadvice #financialplanning #alwayslearning

25.01.2022 Discuss your financial goals online with the convenience of zoom. See article for links to book your appointment at the click of a button...

24.01.2022 Wanna snag a deal and save money before xmas?! Check out https://buff.ly/34RUKaj for hudreds of deals - Sale starts 7pm 10th November. Save it in your diaries!

24.01.2022 Could YOU recognise the signs of financial abuse? Sadly, this is an ever-increasing problem occurring on a global scale. This type of abuse can occur irrespective of someone’s socio-economic status, level of education, race, gender or ethnicity, which is why it’s important advisors are armed with skillset required to handle suspected cases of financial abuse.... For more information about financial abuse and the warning signs, visit buff.ly/3lxcYUX

23.01.2022 So is accessing the $20,000 available from super the best thing ever? Or are you robbing your future self?

23.01.2022 So you got punched in the face by COVID? Countless hard-working Australians are battling to regain their financial lives after the hard-hitting effects of Corona virus. Here's a few things to think about if you're trying to knock out that ever-increasing credit card bill, whilst trying to save for a house. Sounds tricky, but have faith - it's not impossible! Here's how... https://buff.ly/2IY4uHw

23.01.2022 The last 6 months have been pretty tough on everyone. Businesses have faced volatility beyond disbelief, people have lost their jobs and many stood down. A lot of people are in ‘sink or swim’ mode and many companies are doing whatever they can to get by. With so much news and content being released each day, businesses have the important opportunity shine their spotlight. ... It's vital that your brand has a reputation that your target audience and clientele can trust. If you are struggling to capture your audiences attention, you are not alone. Here are some ways that you can stand out during the COVID-19 pandemic. Establish a Trustworthy Reputation Be Innovative Stay Relevant Although the last few months have been rough, many companies changed their perception and looked at new ways to grow and innovate in amazing ways. This environment is shining the spotlight on brands that are committed providing outstanding service among the rest. Make sure you're one of them!

23.01.2022 Whether your employment has been impacted or not, shopping around for a better deal on loans and credit cards is always a good idea. And sometimes, it can just take a phone call! Amanda Cassar

23.01.2022 Amanda Cassar, principal advisor at Wealth Planning Parters talks about budgeting, entrepreneurs & teaching kids the value of money, how to communicate the value and sense of gratification around money.

22.01.2022 The EOFY is a great time to review your expenses and work out if you need to save a little on tax. If youre feeling generous; would love to help out those less fortunate and save on tax, nows the time to donate. Do you have a favourite charity you like to give to? And how did you come to choose it?

22.01.2022 Are you a slave to money? If only you could attain that little bit more money, then you'd finally feel happy and fulfilled. Is it really ever going to be enough? Probably not... here's why.... https://buff.ly/3jy0mKT See more

22.01.2022 Xmas is just around the corner, now's a good time to review your insurance to see if any savings can be made on your insurance premiums! For a quote, contact us on 07 55 93 08 55

21.01.2022 If youve never met with an adviser, you may be wondering what to expect. Heres a quick video to help demystify the process. https://youtu.be/--UDal_dEyg #valueofadvice

21.01.2022 Summer holidays, HERE WE COME!!!

21.01.2022 How your children perceive managing money all depends on how and how often you talk about money. As a parent do you give the perception of managing money as being difficult, private or secretive, easy, burdensome or associate it with a negative emotion or outlook? Most people have heard the expressions used in the households Money doesn’t grow on trees, it takes money to make money and so on. We need to think, as parents are we building a scarcity mindset rather than one of abundance?

20.01.2022 Amanda Cassar, Financial Advisor at Wealth Planning Partners, talks about the importance of budgeting and gives handy hints and tips in these troublesome times brought on by the COVID pandemic.

20.01.2022 Want to differentiate what the differences are between Tenants in Common vs Joint Tenants? Click on the attached video to find out more!

19.01.2022 We make a living by what we get, we make a life by what we give. - Winston Churchill Bit of a truth bomb. What do you love to give back to? Family? Clients? Friends? Charity?... All of the above. Giving sure enriches our lives. #giving #philanthropy #wealthpp #AFAau #yourbestinterest #wealthplanningpartners #valueofadvice See more

18.01.2022 Wanted to say a very warm welcome to our newest followers! Thanks for joining us. For those who dont know me, Im Amanda Cassar, the Director of Wealth Planning Partners. Im the mum of two great kids, travel lover, explorer, life long learner, author, music and movie lover and fun loving chicken owner. I fell into Finanial Planning straight out of high school when I went to work as a secretary for a friend of my fathers.... I moved up to Practice Manager, Junior Advisor, Partner and now Director. I still love helping people navigate their financial journey and make sense of their super, insurances and investments. I hope you enjoy our posts and thanks for following #valueofadvice #financialadviser #wealthplanningpartners

17.01.2022 It still feels a little strange to be meeting 'in person' at a face to face event... But if I must learn more about succession planning and asset protection, it might as well be at @theislandgoldcoast #roomwithaview #wealthplanningpartners #wealthpp #valueofadvice

17.01.2022 Interest rates are at record lows! Find out how this effects you if you're in retirement phase...

17.01.2022 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 the Australian economy.

15.01.2022 Taking care of household finances can be taxing, especially if you have a big family. But with proper planning and budgeting, theres no need to stress.Here are some tips to help you effectively manage your household finances. https://www.wealthplanningpartners.com.au/five-tips-for-lo/

15.01.2022 A big mistake I often see people make in their financial life is assuming that they have enough insurance cover in their super fund, or cancelling cover without reviewing their options. Some even cancel without knowing they could have made a claim... Its worth getting a professional opinion or have someone cast their eye over your cover before making drastic changes...... https://financechicks.com//18/managing-the-cost-of-insura/ #valueofadvice #wealthplanningpartners #insurance

14.01.2022 One of the best ways to get on top of your finances is to run a budget. Boring, maybe, ... but think of everything you can achieve when youve got your financial act together! We suggest that you try the Governments MoneySmart Budget Planner to start to get a handle on your spend. Its free and available 24/7. Do you have a favourite tool or app that you use to stay on top of your finances?... https://moneysmart.gov.au/budgeting/budget-planner #valueofadvice #budget #wealthplanningpartners

14.01.2022 Are you looking to review your Health Insurance at the moment? For many, its one of the first things to get the axe or be reduced in the event of financial difficulty, but what other considerations are there? Have a quick listen to Amanda Cassar here as she explains more! https://youtu.be/sCGrM8DEg7w

13.01.2022 Phil tells a personal experience in relation to his health and reinforces the importance of seeking a qualified Financial Advisor when insurance is required and the benefits it can have when going through pressing health issues.

11.01.2022 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 entrepreneurial pathways to success. However, operating your very own business has its own pressures. What happens if you’re unable to work? How do all the business expenses get paid? #covid #pandemic #businessexpenses #insurance #businessowner #wealth #income

11.01.2022 Amanda Cassar here to chat about how Im using my time in isolation and working from home to knock off some of those items that have been sitting in my Too Hard Basket! Wed love to hear what jobs youve managed to knock over and are making a move on while youre in shut down too! Im prepping the Go Bag and making sure the Estate Planning docs are up to date - and we can help with yours too!

09.01.2022 Are you a prepper or take things as they come? Do you prepare for good and bad times ahead or have regrets that you didnt? What do you wish youd taken time out to do? #money #budget #spending #wealthplanningpartners #regret #AFAau #wealthpp #yourbestinterest @ybiaustralia @afavoice

09.01.2022 A new financial year is a great time to fill that promise to get sorted financially. Here are 3 reasons you should book a free initial Discovery Session with us: 1. You will get super clear about what future financial goals look like for you... 2. We will uncover what might slow you down or get in your way 3. We will brainstorm potential strategy ideas to help get to where you want to be faster. DM or call 5593 0855 for your appointment. #valueofadvice #wealthplanningpartners

09.01.2022 We recently featured earlier in the week that it's time to 'GET READY' for severe storm season week Queensland! The Queensland Government is making sure all Queenslander are prepared for any natural disasters that may occur. This weeks article has some useful tools for you and your families, ensuring you are prepared to the fullest!... Download your essentials checklist and EMERGENCY EVACUATION PLAN here... https://buff.ly/3lzNANw

08.01.2022 If you dont have a plan, its time to get one. Ensure that its based on your needs and priorities. By working with a professional adviser, you will be more successful to tailor a plan that helps you optimise your ability to save and invest. #wealth #wealthstrategy #investment #superannuation #planning #strategicplanning #growth #financialplanning #financialadvice #financialadvisor #goldcoast #australia #economy #financialsuccess

08.01.2022 If it's been a while since you've reviewed your Income Protection cover, you might be asking: "How can I save, especially if I still really want to keep my cover?" "Can my superannuation fund pay for my premiums?" "Are there any consequences to changing insurance providers?" "What's the difference between a retail contract and cover in super or with a Direct Insurer?"... Mitch from Wealth Planning Partners and Chris from Action Insurance Brokers discuss your options and what to consider before making any changes. Please note that this is a general information chat only and not intended as tailored personal advice and does not take into account your personal circumstances.

08.01.2022 Time for some lovely positivity!

08.01.2022 Working in Waterfront Place meant an early mark today as flood waters barreled through the back of the office! Hope all those affected by the rains remain safe and sound heading into the Xmas break! #goldcoastfloods #therainsarehere #flood #wealthpp #wealthplanningpartners #officedays

08.01.2022 Trouble in paradise? I dont know any couple who hasnt had an argument when it comes to financial matters. Whether its to do with overspending, not being able to get a handle on managing their debt, or just trying to save that little bit extra to get ahead. Times are tougher than usual these days and emotions can run high when it comes to talking about financial frustrations and concerns. In this article we discuss how money affects relationships, ways to get a handle... on your finances and also open pathways to communicate more effectively with your partner. https://buff.ly/2G5WZNi

07.01.2022 What are 3 fun facts about you or your business? Happy to start! * I once played Puck in A Midsomer Nights Dream * I used to teach keyboard for a living * Its 15 years this month since I incorporated Wealth Planning Partners... #valueofadvice #wealthplanningpartners #funfacts

07.01.2022 Wow! Time has flown by since the write-up in IFA. So much has happened in 3 years. However, we are glad to have extended our services to the elderly and their families, easing stress throughout transition into aged care and retirement.

07.01.2022 Latest market update and insights for July 2020 regarding COVID-19 and what possibly lies ahead.

07.01.2022 To all the mummas, whether new or experienced, nailing it or struggling, to those missing their mum or spoiling her rotten, we hope you have a day filled with love, celebrating the one who gave you life. You might be making memories or reflecting on them, whatever youre doing, we hope its a good one. Whats the best tip your mother ever gave you? #mothersday #wealthplanningpartners #mothersday2020 celebrate

06.01.2022 Ever wondered how social media influences your spending habits? Read here for some home truths @financechicks shared with @ybiaustralia for @afavoice If you want to stay clear of the temptations, know what to look for! #socialmedia #spendingmoney #money #wealth #cashflow #spend #wealthplanningpartners #wealthpp #yourbestinterest #AFAau @ Wealth Planning Partners

05.01.2022 Encouraging the community to talk about perinatal mental illness and support the mental health of expecting and new parents. Share this post in show of support and to get the word out... @PANDANational

05.01.2022 If a pandemic isnt the perfect time to have a think about your debt and getting on top of things, I dont know when is! Heres 6 tips @financechicks put together for @ybiaustralia digital mag. What changes have you made, forced or otherwise since shut down? #debt #budget #money #creditcard #saving #spending #shopping #cooking #wealthplanningpartners #AFAau #yourbestinterest #WealthPP @ Wealth Planning Partners

04.01.2022 Wondering how JobKeeper works? Heres a quick overview...

04.01.2022 Aint that the truth? Dale Carnegie truth bombs... Most of the important things in the world have been accomplished by people who kept on trying when there seemed to be no hope at all. #getthingsdone #motivation #try #inspiration #WealthPP #wealthplanningpartners #yourbestinterests #AFAau

04.01.2022 Well, 2021 is finally here! If one of your resolutions is always to get your financial house in order, you may be inspired by this collections of stories and interviews. From surviving on Centrelink to running a global enterprise or making an international charity work to being a small business owner, there's something here for everyone. I've collected tips to share from amazing people on the best advice they've been given, the mistakes they've made and what they'd like to pa...ss on to others. Order or download your copy here, or on your favourite book site: https://www.amazon.com.au/Financial-Secrets-Re//1925648540 See more

04.01.2022 It doesn’t matter what level of success you're at you always want more What you have is NEVER enough. A lot of us pay for houses, cars, clothes, furniture, electronics, and vacations that we can’t really afford because we are always striving to accumulate more and more. Would you like to spend less time doing the things you dislike and spend more time on the things that provide value to your life?... It all starts with you and how you allocate your spending the best investment you can make is in yourself! Send me a DM if you want to take control of your finances. https://buff.ly/3jy0mKT

03.01.2022 It's beginning to look a lot like Christmas! Can't believe it's heading to that time of year already! It's understandable that there's a bit of pressure on families financial after such a hectic year. So here's a video featured on my YouTube page with tips on saving money at Christmas. Enjoy!

03.01.2022 In our current COVID world were doing a lot of team and client meetings via Zoom and Skype. Our team are spread across South East Qld and even the Phillipines so its important we connect regularly. Each Monday and Thursday we catch up to share our wins for the week - big or small, personal or business. Also, what were working on and who needs assistance.... Its important to celebrate our achievements and focus on positives to keep our momentum going and spirits high. Plus it helps everyone to feel connected and we can get done what needs to be done! Are you using more tech to stay in touch too? #valueodfadvice #wealthplanningpartners

03.01.2022 Whether youre planning a large, luxurious wedding or a small, intimate affair, smart budgeting could help free you from financial worries, so you can enjoy your special day. Following these steps may help ensure no ones worried about debt on the honeymoon.

02.01.2022 Money, like emotions is something you must control to keep your life on the right track. . Have you got the finances under control or are struggling with the impacts of coronavirus? . Making a plan and asking for help are great ways to get back on track!... @ybiaustralia @afavoice @financechicks #financialadvice #money #wealthplanningpartners #yourbestinterest #AFAau #WealthPP See more

02.01.2022 Thinking of diving into your super when you arent really eligible? You might want to think twice as you could end up a lot worse off! https://www.adviserratings.com.au//fines-for-ineligibili/

02.01.2022 A celebratory lunch was definitely in order! Mitch has now completed his entire education pathway, finalising his Graduate Diploma in Financial Planning, passing his FASEA exam and Ethics & Professionalism course. Well done!! #highereducation #wealthplanningpartners #valueofadvice #financisladviser #wealthpp

02.01.2022 Most people have some sort of financial goal or aspiration, but may not know how to get there. It may seem like a steep climb, but with professional help and a sound financial plan, you may be able to reach your goals faster.

01.01.2022 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 the case, there can be a hidden meaning. Let’s take a look at what it all might mean, shall we? #dreams #finances #wealth #subconscious #emotions #meaning

01.01.2022 A new website is on the way! Well let you know when its launched, cant wait to share! Thank you @xenexmedia for all your hard work, were super grateful!! #wealthpp #website #wealthplanningpartners #online

01.01.2022 Amanda Cassar, Financial Advisor at Wealth Planning Partners gives insights as to how people react during a financial crisis. Amanda talks about the importance of reaching out to your financial advisor who can take the emotion out of the situation and assess the best course of action from an outside perspective.