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

January 18, 2025

Beat The Cost of Living Challenge

Living on the beautiful Gold Coast or in sunny Queensland, is a dream for many, but rising living costs and inflation are posing challenges for households and investors alike. Whether you’re renting, paying off a mortgage, or looking to invest, 2025 is the year to rethink your financial strategies to stay ahead. Here are some smart ways to beat the cost-of-living challenge in 2025.

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Unlocking the Downsizer Strategy: A Smart Move for Your Retirement Plan

Money Superannuation

January 15, 2025

Unlocking the Downsizer Strategy: A Smart Move for Your Retirement Plan

As retirement approaches, many Australians seek ways to boost their superannuation and secure a comfortable future. One powerful strategy worth considering is unlocking the power of the Downsizer Contribution. Introduced by the Australian government, this initiative helps older Australians maximise their retirement savings while simplifying their living arrangements. Let’s explore how unlocking the downsizer strategy works and how it can...

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The Future of Property on the Gold Coast

Economy Property

December 17, 2024

The Future of Property on the Gold Coast

The Gold Coast continues to be a shining star in the Australian property market. With its stunning beaches, growing infrastructure, and thriving lifestyle appeal, it remains a prime location for investors, homeowners, and developers alike. But as we move into 2025, the question many Gold Coasters are asking is: Is it the right time to buy, sell, or hold?The Gold Coast continues to be a shining star in the Australian property market. With its stunning beaches, growing infrastructure, and thriving lifestyle appeal, it remains a prime location for investors, homeowners, and developers alike. But as we move into 2025, the question many Gold Coasters are asking is: Is it the right time to buy, sell, or hold?

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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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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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