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How do I save for a house after being hit by COVID?

Australian Economy Economy Finances Financial Stress Money Wealth

October 26, 2020

How do I save for a house after being hit by COVID?

How do you save for a house after being hit by the fallout from COVID? Have you been struggling financially with the COVID-19 pandemic? Has the global pandemic affected your income? How's you financial stress level, not only in your household, but your overall mental health? If so, how can you get back on track after being hit by CoVid?...

Are we teaching our kids to manage money?

Finances Money Savings Wealth

October 22, 2020

Are we teaching our kids to manage money?

Are you teaching your kids how to manage their money? Teaching our children about money is vital. Do you know how to teach your kids to manage money? When interviewing for her book “Financial Secrets Revealed,” Amanda Cassar found most of us haven’t been taught how to manage money by their parents. Are you self taught? And what do you...

Finances General Insurance & Protection Money

October 12, 2020

Get Ready for Storm Season, Queensland!

Get ready for storm season! The Queensland Government want everyone to Get Ready for disaster season. Use the 3 Step "Get Ready" Plan. Prepare your household this storm season by completing these 3 simple steps: Have a plan Firstly, ensure your family is equipped with an emergency and evacuation plan. Make sure everyone knows what to do in a disaster. Team-up...

Australian Economy Finances Financial Stress

January 18, 2025

Beat The Cost of Living Challenge

Living on the beautiful Gold Coast or in sunny Queensland, is a dream for many, but rising living costs and inflation are posing challenges for households and investors alike. Whether you’re renting, paying off a mortgage, or looking to invest, 2025 is the year to rethink your financial strategies to stay ahead. Here are some smart ways to beat the cost-of-living challenge in 2025.

Unlocking the Downsizer Strategy: A Smart Move for Your Retirement Plan

Money Superannuation

January 15, 2025

Unlocking the Downsizer Strategy: A Smart Move for Your Retirement Plan

As retirement approaches, many Australians seek ways to boost their superannuation and secure a comfortable future. One powerful strategy worth considering is unlocking the power of the Downsizer Contribution. Introduced by the Australian government, this initiative helps older Australians maximise their retirement savings while simplifying their living arrangements. Let’s explore how unlocking the downsizer strategy works and how it can...

The Future of Property on the Gold Coast

Economy Property

December 17, 2024

The Future of Property on the Gold Coast

The Gold Coast continues to be a shining star in the Australian property market. With its stunning beaches, growing infrastructure, and thriving lifestyle appeal, it remains a prime location for investors, homeowners, and developers alike. But as we move into 2025, the question many Gold Coasters are asking is: Is it the right time to buy, sell, or hold?The Gold Coast continues to be a shining star in the Australian property market. With its stunning beaches, growing infrastructure, and thriving lifestyle appeal, it remains a prime location for investors, homeowners, and developers alike. But as we move into 2025, the question many Gold Coasters are asking is: Is it the right time to buy, sell, or hold?

Life Insurance: The Ultimate Gift of Love this Valentine’s Day

Insurance & Protection Uncategorized

February 14, 2024

Life Insurance: The Ultimate Gift of Love this Valentine’s Day

It's Valentine's Day. Love is in the air, and some of us are searching for that perfect gift to express our affection for those closest to us. And despite a grisly past, this day has come to be known for lovers... So just what is the ultimate gift of love this Valentine's Day? While chocolates and flowers are lovely, this...

Debt Management

May 8, 2023

Should I Pay off my HECS Debt?

Should I pay off my HECS debt early? Many are asking in light of the coming large CPI increase.

Business Economy

March 20, 2023

Global Banking System Volatility

Silicon Valley Bank Failure! Market volatility has been elevated over the past week driven by the failure of the Silicon Valley Bank (SVB). Global banking system volatility is on the rise! The unfolding situation in the US could be seen by some as having echoes of the Global Financial Crisis (GFC) from 2008. This, combined with recent falls in Credit Suisse...

Self Managed Superannuation Funds

September 19, 2022

Time is running out!

Time is running out to apply for a Director Identification Number (director ID) You may have heard about the new rules which require directors of Australian companies to obtain a Director Identification Number (director ID). It is a unique 15-digit identifier that directors apply for once and keep forever. The following provides some useful further information. As a director of...

Investments

June 28, 2022

Staying passive is being active

Staying the Course Heightened global markets volatility can easily trigger kneejerk reactions by panicked investors. Widespread selling, triggered by the Russia-Ukraine crisis, has been behind recent big swings on global financial markets. This includes stock markets, commodities and currency markets. As serious as the current events are, heightened market volatility is nothing new. The onset of the COVID-19 pandemic also...

Economy

June 27, 2022

Market Update – June 2022

Volatility is Normal The volatility that we've seen over the last six months, while significant, is not an unusual occurrence for a normal and healthy functioning market. Heightened volatility is an uncomfortable experience in the short- term. Equity markets and some parts of the bond markets will continue to be an important contributor to overall long-term returns. We appreciate that...

Retirement

June 14, 2022

Take Control of your Retirement

Are you approaching retirement? Chances are the funding of your lifestyle in retirement may be on your mind! Take steps now to avoid getting caught short on retirement income and live the retirement lifestyle you want. It's time to take control of your retirement. The qualifying age is increasing by six months every two years until it reaches 67 in...

Australian Economy Economy

February 28, 2022

Russia Ukraine Update

Russia Ukraine Event Update On 21 February, Russia asserted its view on the independence of the Donetsk People’s Republic and the Luhansk People’s Republic. Russia began mobilising troops to conduct peacekeeping operations. This was a violation of Ukraine’s sovereignty and independence, the Minsk agreement, and has been widely denounced by the West. Subsequently, Russia instigated military strikes on Ukraine and...

Russia Ukraine Concerns and your Finances

Australian Economy Economy Finances Investments

February 25, 2022

Russia Ukraine Concerns and your Finances

Worried about the impact of Russian Ukraine concerns and your finances? Please reach out directly to the Wealth Planning Partners team if you want to discuss your personal financial plan. So, a little perspective on the Ukraine and Russian situation. This geopolitical event is concerning on practically every level. And there are a wide range of potential outcomes and scenarios....

Dreaming about money? What does it mean?

Emotions Finances Money

December 4, 2020

Dreaming about money? What does it mean?

Do you dream about money? Daydream even? When you have dreams about money, it can be a bit of an interesting view into what your subconscious is thinking about when it comes to the topic of money or finances. Your dreams can influence your decisions, so it's a good idea to delve deeper into what you're dreaming about. Are you...

Advisers Budget Business Debt Management Insurance & Protection Money Wealth

November 26, 2020

Do I need Business Expenses Cover?

Advisers Investments Money Wealth

November 2, 2020

Tenants in Common vs Joint Tenants

What is ‘Tenancy In Common' 1. "Tenancy in common" allows two or more people to be owners in a property. Each owner has the authority to will their share to anyone on death. 2. "Tenancy in common" is different as the transfer of the property in the event of death differs. In joint tenancy, the title of the property automatically...

Finances Money Wealth

October 28, 2020

Are you a slave to money?

From a young age we are taught… GOOD GRADE = GOOD UNIVERSITY = GOOD JOB = GOOD MONEY Teenagers are believing that this is the only route to lead a success. It’s a cycle, churning throughout time – being handed down from generation to generation, merely reciting what they heard from parents and teachers in the early stages of their...

The skills advisors need to handle suspected financial abuse

Money Relationship

October 27, 2020

The skills advisors need to handle suspected financial abuse

Gold Coast based financial adviser Amanda Cassar says " advisers need skills to handle financial abuse." Could you confidently recognise a warning sign of financial abuse? Unfortunately, financial abuse is becoming increasingly more visible on a global scale. It does not discriminate. This type of abuse can occur irrespective of someone's economic status, level of education, race, gender or ethnicity. ...

Australian Economy Economy Finances Financial Stress Money Wealth

October 26, 2020

How do I save for a house after being hit by COVID?

How do you save for a house after being hit by the fallout from COVID? Have you been struggling financially with the COVID-19 pandemic? Has the global pandemic affected your income? How's you financial stress level, not only in your household, but your overall mental health? If so, how can you get back on track after being hit by CoVid?...

Finances Money Savings Wealth

October 22, 2020

Are we teaching our kids to manage money?

Are you teaching your kids how to manage their money? Teaching our children about money is vital. Do you know how to teach your kids to manage money? When interviewing for her book “Financial Secrets Revealed,” Amanda Cassar found most of us haven’t been taught how to manage money by their parents. Are you self taught? And what do you...

Finances General Insurance & Protection Money

October 12, 2020

Get Ready for Storm Season, Queensland!

Get ready for storm season! The Queensland Government want everyone to Get Ready for disaster season. Use the 3 Step "Get Ready" Plan. Prepare your household this storm season by completing these 3 simple steps: Have a plan Firstly, ensure your family is equipped with an emergency and evacuation plan. Make sure everyone knows what to do in a disaster. Team-up...

Australian Economy Finances Financial Stress

January 18, 2025

Beat The Cost of Living Challenge

Living on the beautiful Gold Coast or in sunny Queensland, is a dream for many, but rising living costs and inflation are posing challenges for households and investors alike. Whether you’re renting, paying off a mortgage, or looking to invest, 2025 is the year to rethink your financial strategies to stay ahead. Here are some smart ways to beat the cost-of-living challenge in 2025.

Money Superannuation

January 15, 2025

Unlocking the Downsizer Strategy: A Smart Move for Your Retirement Plan

As retirement approaches, many Australians seek ways to boost their superannuation and secure a comfortable future. One powerful strategy worth considering is unlocking the power of the Downsizer Contribution. Introduced by the Australian government, this initiative helps older Australians maximise their retirement savings while simplifying their living arrangements. Let’s explore how unlocking the downsizer strategy works and how it can...

Economy Property

December 17, 2024

The Future of Property on the Gold Coast

The Gold Coast continues to be a shining star in the Australian property market. With its stunning beaches, growing infrastructure, and thriving lifestyle appeal, it remains a prime location for investors, homeowners, and developers alike. But as we move into 2025, the question many Gold Coasters are asking is: Is it the right time to buy, sell, or hold?The Gold Coast continues to be a shining star in the Australian property market. With its stunning beaches, growing infrastructure, and thriving lifestyle appeal, it remains a prime location for investors, homeowners, and developers alike. But as we move into 2025, the question many Gold Coasters are asking is: Is it the right time to buy, sell, or hold?

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