Our senior partner, Trevor Pritchard moved to Australia from the UK in the early 80’s and set up as a Life Insurance adviser from the Currumbin area.
Finally, he’s decided it’s time to hang up the boots.
Trevor has worked for many years partnering with MLC originally, to now being with Financial Services Partners, from the Gold Coast and Brisbane areas.
He has a large and loyal client base, who will be sorry to see him leave, however he is looking forward to moving house and spending more time with his wife Penny, who endured a terrible health scare late last year.
For our clients, it’s business as usual with Amanda Cassar, who has been with Trevor in the business since 1991, taking over the reins.
Wealth Planning Partners are moving to a new premises at Robina from January, 2015, and will keep you posted about our new address and contact details.
We hope you have a great end to 2014 and take this time to wish Trevor and Penny all the very best for their retirement from the rest of the WPP team.
Latest News / Blog Post
Posted on December 12, 2014
Breaking news! End of an era!
Posted in: Advisers,Retirement
RECENT POSTS
CATEGORIES
Previous Articles
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...
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.
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...
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...
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...
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...
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...
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...
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....
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...
November 2, 2020
Tenants in Common vs Joint Tenants
What is ‘Tenancy In Common' 1. "Tenancy in common" allows two or more people to be owners in a property. Each owner has the authority to will their share to anyone on death. 2. "Tenancy in common" is different as the transfer of the property in the event of death differs. In joint tenancy, the title of the property automatically...
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 stages of their...
October 27, 2020
The skills advisors need to handle suspected financial abuse
Gold Coast based financial adviser Amanda Cassar says " advisers need skills to handle financial abuse." Could you confidently recognise a warning sign of financial abuse? Unfortunately, financial abuse is becoming increasingly more visible on a global scale. It does not discriminate. This type of abuse can occur irrespective of someone's economic status, level of education, race, gender or ethnicity. ...
October 26, 2020
How do I save for a house after being hit by COVID?
How do you save for a house after being hit by the fallout from COVID? Have you been struggling financially with the COVID-19 pandemic? Has the global pandemic affected your income? How's you financial stress level, not only in your household, but your overall mental health? If so, how can you get back on track after being hit by CoVid?...
October 22, 2020
Are we teaching our kids to manage money?
Are you teaching your kids how to manage their money? Teaching our children about money is vital. Do you know how to teach your kids to manage money? When interviewing for her book “Financial Secrets Revealed,” Amanda Cassar found most of us haven’t been taught how to manage money by their parents. Are you self taught? And what do you...
October 12, 2020
Get Ready for Storm Season, Queensland!
Get ready for storm season! The Queensland Government want everyone to Get Ready for disaster season. Use the 3 Step "Get Ready" Plan. Prepare your household this storm season by completing these 3 simple steps: Have a plan Firstly, ensure your family is equipped with an emergency and evacuation plan. Make sure everyone knows what to do in a disaster. Team-up...
October 7, 2020
Federal Budget Update 2020 – How the Budget may affect families
How does Federal Budget 2020 impact Families?
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...
September 28, 2020
How do I invest my money?
So, how do you invest your money? When deciding how to go about investing those hard earned dollars, 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 a bit of both. Buy, sell or invest yourself...
Head Office
P.O Box 3592, Burleigh Town, QLD, 4220
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
P.O Box 3592, Burleigh Town, QLD, 4220
Robina, QLD, 4226
AFSL No. 530393
ABN# 76 649 079 998
Copyright © 2023 Wealth Planning Partners Pty Ltd | All Rights Reserved | Website designed by Xenex Media