We've started 2015 with a Bang!, moving into our new office space in the Eastside building, Robina. You'll now find us at Suite 110, Level 1 Eastside, 232 Robina Town Centre Drive, Robina. When visiting, entry is via Waterfront Place and there's lots of 2 hour...
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,...
There are a large amount of advertisements recommending you take out life cover out with automatic acceptance, and no medicals. Simply sign up and be covered in under two minutes. Sounds too easy, right? But what issue does this pose at claim time? When taking out...
A lot of our daily client queries are based around superannuation. It’s a tricky area for many clients to wrap their heads around with lots of rules, regulations, risks and opportunities. Here's some facts below, followed by a key hint on how you can best navigate...
Warning, warning, warning, open your calendar now and lock in your insurance reviews!!! Things have changed in your life. Change is the one big constant in this world. Some change is radical and obvious like loosing a job, or getting a promotion or getting married...
The story of Noah is an old one, recently retold (and completely reinterpreted) by Russell Crowe... although I must say not retold very well! Many ancient cultures mention a Great Flood in their writings or legends. Why is it that this story has been so...
In our busy day-to-day activities, we sometimes overlook a very important aspect of our planning: that of protecting ourselves, and our loved ones financially if things don't go according to the Grand Plan. Sure we provide financially for them now, but what about the...
Most of us have been touched by having someone we love be diagnosed with, battle or suffer with cancer. Most recently, a lifelong girlfriend of mine passed away after a 7 year fight with breast cancer, at the age of 44. Thankfully, I'd set her up with a Trauma Policy...
A recent chat with a friend soon turned into a request for a review of his financial situation, as I had a bit of time over the weekend we ended up having this very important discussion. The lack of proper financial advice soon became very evident when looking at his...
Lots of clients are now very interested in the option of borrowing through their Self-Managed Superannuation Fund. An option that has come under the spotlight for the Financial System Inquiry. Here’s a checklist to ensure you comply,
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P.O Box 3592, Burleigh Town, QLD, 4220
Phone: 07 5593 0855
Email: info@wealthplanningpartners.com.au
9am - 5pm Monday to Thursday
9am - 12pm Friday
(Other appointment times by request)
WPP Licensee Services Pty Ltd
P.O Box 3592, Burleigh Town, QLD, 4220
Robina, QLD, 4226
AFSL No. 530393
ABN# 76 649 079 998
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