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...
Wealth Planning Partners are pleased to announce that their Director Amanda Cassar has been named a finalist in the Female Excellence in Advice Awards for 2016. CEO of the Association of Financial Advisers (AFA) Brad Fox, said the ability of this Award to attract so...
Tracking where your money actually goes can make revealing reading. ASIC’s 2012 consumer-spending figures show the average household spends $69,000 a year: Australians splash $78.4 billion a year on their cars, compared to just $2.2 billion on public transport; almost...
The average household spends more than $69,000 a year. Neal Vaughan explores the best ways to manage that. Wondering why you spend almost everything you earn, living from payday to payday and hardly saving? It could be you're too busy to keep track of your money. Or...
You might be shocked to know that the average super account balance for women when they retire is $90,000 less than the average for men, and 90% of women will retire with inadequate savings to fund a ‘comfortable’ lifestyle.1 These alarming statistics are a stark...
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...
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...
What’s your biggest financial challenge? We all have an area of our finances that we know could do with some attention but let’s face it – most of us would rather think about something else. The problem is that by doing that, we’re costing ourselves money – and more...
Aussies we know are a pretty easy going bunch and this is probably one of the main reasons we're also a terribly under-insured nation. The 'she'll be right mate' attitude is pretty pervasive, with most of us thinking 'it'll never happen to me.' And then, wondering...
WIF had combined forces with the Australian Centre for Financial Studies and the Financial Services Institute of Australia (FINSIA) to put on a great lunch in Collins Street to discuss “Finding Parity for Women’s Super.”
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Email: info@wealthplanningpartners.com.au
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Robina, QLD, 4226
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