Creating a valid will is one of the most important things you can do to protect your loved ones. Here we explain how to go about it. Seek legal advice While DIY will kits can seem like an easy and inexpensive way to make a will, they can be fraught with pitfalls. Your...
When you donate to charity, your gifts may be a tax deductible donation that can boost your tax refund. There are many charities in Australia that rely on donations to continue their good work and nine out of 10 of us give to charity each year*. Here we provide a...
With private school fees rising each year, it pays to start saving early. Most parents believe a good education is an investment in their child’s future. But with the total cost of a private-school education approaching up to $500,000, finding a way to fund that...
A goals-based investment approach isn’t focused on ‘beating the market’. It’s about tailoring your investments to meet your personal goals. Performance comparisons are unavoidable in the investment world. Every day you see investment managers measuring their success...
Bonds are one of the four major assets classes, but they’re probably the least understood. Here’s why they’re an important part of many portfolios. What are bonds? Bonds are essentially loan arrangements that governments and large companies use to raise money. These...
Australians have long been attracted to property as an investment. But we also tend to have a blind spot when it comes to the costs of owning it. Property holds a special place in the hearts and minds of Australians. But do we let our love for property cloud its...
Well, with all eyes on the dramas in Greece, for some it's overshadowed the more worrying concerns coming out of China. And if you feel Greece is Europe's problem, you're probably not alone - but China is a lot closer to home and the slump has triggered fear of a...
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...
If there's only thing life constantly throws at us, it's change! It often occurs when we least expect it and can take us by surprise. Especially when it's the end or start of a relationship! Sometimes when emotions are running high and life is in a state of...
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
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WPP Licensee Services Pty Ltd
P.O Box 3592, Burleigh Town, QLD, 4220
Robina, QLD, 4226
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