In the Media / Videos
Wealth Planning Partners have been featured in online and offline media.
-
#In The Media | Posted On : Oct 28, 2019The $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 institutions. The Currency (Restrictions on the Use of Cash) Bill 2019, […]
-
#In The Media | Posted On : Dec 10, 2017
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.
-
#In The Media | Posted On : Feb 22, 2017
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 types of insurance such as motor vehicle, house and contents […]
-
#In The Media | Posted On : Jan 22, 2017
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 really good idea! […]
-
#In The Media | Posted On : Jan 17, 2017
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 statement. Ms Jarrett said she has become increasingly busy in keeping up with demand, having specifically focused […]
-
#In The Media | Posted On : Jan 13, 2017
Advice firm creates aged care subsidiary
Financial Standard A Queensland financial advice practice is launching a subsidiary business assisting the elderly transition into aged care. VISIT WEBSITE
-
#In The Media | Posted On : Jan 3, 2017
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 fortunate. Most charities exist solely to support a good cause […]
-
#In The Media | Posted On : Jul 1, 2016
Adviser Launches Hunger Project crowdfunding campaign
Adviser Director of Wealth Planning Partners, Amanda Cassar has launched a crowdfunding campaign to raise $10,000 for The Hunger Project (THP). To support the campaign, Ms Cassar plans to go to Ethiopia as part of the Business Chicks Leadership and Immersion Program.
-
#In The Media | Posted On : Jun 22, 2016
Money, Money, Money Must be Funny in the Small Business World
“I work all night, I work all day to pay the bills I have to pay. And still there never seems to be a single penny left for me.” If you’re a bit of an ABBA tragic like me, chances are you’re familiar with these lyrics. Sometimes running your own business starts as the dream, […]
-
#In The Media | Posted On : May 13, 2016
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 life, or even wondered if all […]
-
#In The Media | Posted On : May 13, 2016
5 Ways to Fund Your Startup
Wouldn’t it be great if fairytales were true? A fairy godmother would wait in the wings for our big moment and then make all our startup dreams come true. More often than not, when we finally have that light-bulb moment with a great idea that we just know will work, it becomes apparent that we’re […]
-
#In The Media | Posted On : Nov 9, 2015
Amanda Cassar – CEO Magazine – Finance
Amanda Cassar has been in financial services since 1991 and is waging a war against the under-insurance issue Australia faces. Amanda is the Director of Wealth Planning Partners. She holds a masters degree in financial planning and is an AFP® member of the Financial Planning Association, participating in their ‘Ask an Expert’ program. She is […]
-
#In The Media | Posted On : Apr 10, 2015
Planning Ahead – Business Chicks
For Amanda cassar, there’s nothing better than helping others with her financial planning business. Here’s her story… Tell us a little bit about your business: We are a financial-planning business based on the gorgeous Gold Coast. We have a team of five advisers that help our clients Australia-wide with ‘the WPP way’ to secure, build […]
-
#In The Media | Posted On : Nov 14, 2012
Women and Superannuation – Looking For Parity
Well, I do love to travel and really enjoyed heading to fabulous Melbourne for the Women in Finance Vic (WIF) working lunch. I don’t need much arm twisting to get me to Victoria and was glad to combine some appointments with clients, colleagues and a great lunch. WIF had combined forces with the Australian Centre for […]
-
#In The Media | Posted On : Nov 7, 2012
Dani’s Story – The Value Of Insurance
This is the real-life story of Dani, as told by her financial adviser Amanada Cassar of Wealth Planning Partners Dani is the daughter of a client I’ve had for some time. Her mum Jessie approached me to assist with some Salary Packaging strategies as she’s a nurse, and we soon became friends. Jessie is a […]
-
Dealing With A Financial Crisis
-
Investing In Your Superannuation
-
Learning About Financial Literacy
-
When Should I Start Saving?
-
Paying Off Debt or Stash into Super?
-
Amanda Cassar on her book: Financial Secrets Revealed
-
Amanda Cassar – Elder Abuse BBC Radio Kent Interview
-
Time for a spot of Charity?
-
Is sensitivity needed in your family if there is a disparity of income?
-
What do you Buy for the Friend Who Has it All?
-
Want cash back into your Super fund for your Christmas purchases?
-
Have you heard About Granny Dumping?
-
Saving Money at Christmas Time
-
Wealth Planning Partners Update – Working from Home
-
ATO Early Access of Superannuation
-
Wealth Planning Partners – Knocking off the To-Do List
BUSINESS NEWS
Driving the Positive Evolution of Financial Advice
It’s one thing to recognise Financial Abuse, it’s another to know how to handle it as a Financial Adviser. Does your licensee have resources to help when you see signs of Financial Abuse? If you’re self-licensed, do you have a strategic plan to support your Advisers and clients?
Amanda Cassar is the director and Advisor behind Wealth Planning Partners and Trusted Aged Care Services. When it comes to Financial Services, she thinks globally but acts locally and is super passionate about raising financial literacy levels.
14 January, 2020
302 dealing with financial abuse (and how to spot it)
12 September, 2018
Amanda Cassar – on working with family members, being a part of a global community and the challenges of writing a book!
Amanda has achieved a lot in her nearly 20 years in Financial Planning – but she isn’t anywhere near done yet! Owning and running a successful firm on the Gold Coast (Queensland, Australia) with over 200 active clients and a team of 5, she could very easily fill her days with client work, and then enjoy the beautiful Gold Coast weather. But Amanda wants to give back to the Advice community that has given her so much, and she does that through her role as the Queensland State Chair of MDRT.
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 - 3pm 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