The foundation of how and what we think about money often comes from the environment we were raised in, and our parents own views. We need to be very mindful of what exactly they taught us about money and how this impacts the decisions we make today. Cast your mind...
Latest News / Blog Post
What does the Greek Crisis mean for Investors?
What has happened? It’s déjà vu for investors as the birthplace of Western civilization, Greece, once again teeters on the edge of economic collapse. It marks the latest in an ongoing series of crises for the country after major debt restructuring packages were struck...
Lost some Dosh??
Did you ever think that you may have some long lost money in bank accounts that you’ve forgotten about. The Australian Securities and Investments Commission’s (ASIC) MoneySmart website has an unclaimed money search. There is around $1 billion in lost shares, bank...
So you think you cant afford to save money?
I read a recent article about why so many people feel they cant afford to save money and thought I would share some of the insights. It seems that for some, saving money could feel like losing money. It feels like they seem to just be putting money somewhere, never...
Not quite feeling the Xmas Spirit?
There are many different beliefs and traditions surrounding Christmas, but one thing is for sure... from its start, it was meant to be about joy and celebration. These days for some, it seems more a time of stress and debt. If ‘it’s only x days to Xmas’ curls your...
Getting your head around Superannuation…
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...
Shacking Up or Moving On?
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...
Are Your Insurances due for a Check-Up?
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...
Stay Afloat! Don't Sink!
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...
Stay out of trouble when you borrow money!
Download the MoneySmart brochure here and start investing in your financial literacy. Learn tips on credit cards, car loans, rent to buy schemes and mortgages.
RECENT POSTS
CATEGORIES
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 - 12pm 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