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The $10k Cash Call

The $10k Cash Call

The $10k cash call: Why large payments are on the scrapheap Opposition is mounting against a federal government bill to ban cash payments over $10,000, the $10K Cash Call. This raises concerns it will push customers into the clutches of banks or other financial...

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Cover Story – Amanda Cassar

Cover Story – Amanda Cassar

Power of Social Amanda Cassar Director, Wealth Planning Partners. In 2015, Amanda Cassar travelled to Uganda as part of the Hunger Project. She talks to Jamie Williamson about how the experience shaped her approach to financial advice.

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Insurance 101: what do you need and when?

Insurance 101: what do you need and when?

There is a dizzying array of types of insurance available in Australia, although the average person probably won’t be needing aircraft or defamation insurance. But like death and taxes, the majority of people won’t be able to avoid getting at least some of the basic...

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Do I need a financial Adviser?

Do I need a financial Adviser?

Only about 20% of people have a financial advisor or have sought professional financial advice, meaning at the moment, 80% have yet to see the need to visit a planner. So, do you need to see an adviser?  How about I give you five good reasons why it might just be a...

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Queensland firm launches aged care subsidiary

Queensland firm launches aged care subsidiary

Gold Coast-based advice firm Wealth Planning Partners has launched a subsidiary firm that will focus specifically on Australia’s growing ageing population. Advisers Therese Jarrett and Amanda Cassar will head the subsidiary Trusted Aged Care Services, according to a...

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Including philanthropy in your plan

Including philanthropy in your plan

As you’re probably aware, when you donate to registered charitable organisation, your gifts are a tax deductible donation that can boost your tax refund or reduce the amount of tax you pay… completely aside from the feel good factor you get of supporting those less...

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Small Business Contingency Planning

Small Business Contingency Planning

o you have a strategy for when things don’t go according to plan? How fantastic would it be if life just rolled along in accordance with our Plan A and nothing ever went wrong? Unfortunately, you’ve probably experienced the need for a Plan B at some stage in your...

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