The ongoing COVID situation means changes to how we do business. If you are not able to visit us in person, or it is more convenient to work with us digitally, we have the capability and technology to make it easier for us to connect with you. Is it time to discuss...
Learn how to manage your Financial Stress As a Financial Advisor, we often have clients come to see us without their spouses, for investment or financial planning session. But then, there's also many that never visit without their other half. So, having problems...
Taking care of household finances can be taxing, especially if you have a big family. But with proper planning and budgeting, there’s no need to stress. Here's five financial tips for large families. Learn to more effectively manage your household finances. Here's...
Here's 4 ways to boost your income... Want to break free from being asset rich and cash poor? Turns out, you’re not alone! Data from the ABS (Australian Bureau of Statistics) shows almost one-third of older Australians in low-income households were asset rich but...
The new Downsizer Contribution Since the start of the new financial year, 1 July 2018, superannuation contribution opportunities for those aged 65 plus have expanded. They now include the new Downsizer Contributions. Have you heard about it? Checked out the rules?...
“Cancer isn’t always a matter of genetics or bad luck.” - Prof. David Whiteman, Brisbane’s QIMR Berghofer Medical Research Institute.1 A recent study from the institute found risky habits and behaviour are to blame for more than 16,000 Australians being diagnosed with...
The end of financial year doesn’t have to be too taxing a time. These five tips will help organise your finances for the coming financial year. Take the pain out of EOFY by being organised. With the right preparation, you can make lodging your tax return a painless...
Starting a new business can be exciting but there’s a lot to think about and organise too. Before you even begin, consider how prepared you are to make the difficult decisions, work those long hours required, face possible and ongoing financial constraints, lose a...
Planning is the key to be retirement ready... and so is getting advice. You can avoid penny pinching in retirement because you haven’t saved enough money, but you do need to plan well ahead. Here's two top tips you'll need to consider. 1. Figure out how much you’ll...
If you’re part of a family, here’s a quick run down on what Budget 2018 means for you
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Email: info@wealthplanningpartners.com.au
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WPP Licensee Services Pty Ltd
P.O Box 3592, Burleigh Town, QLD, 4220
Robina, QLD, 4226
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