Learn how to manage your Financial Stress As a Financial Advisor, we often have clients come to see us without their spouses, for investment or financial planning session. But then, there's also many that never visit without their other half. So, having problems...
Latest News / Blog Post
Getting ahead in your 40’s
Getting ahead in your 40's? Here’s 5 tips you need to consider to getting ahead in your 40's.. Being in your 40s requires balancing many responsibilities and it can become easy to neglect your own financial wellbeing. However, it’s not too late to secure your future. ...
Early Withdrawal of Super
"Early withdrawal of super" may leave youth $100k worse-off in retirement Federal Opposition steps up attacks on coronavirus support measures. This allows people in hardship to withdrawal some super early. Labour said the Covid-19 economic crisis will greatly affect...
Melbourne suffers under Lockdowns
Melbourne suffers under Stage 4 Lockdowns Melbourne continues to suffer under lockdowns. Stage 4 lockdowns announced by Victorian Premier, Daniel Andrews, along with shutdowns of particular industries, are said to have delivered a hammer blow to the Australian...
Why has the Sharemarket rallied?
We're in the midst of a global recession... The COVID-19 pandemic led to a global recession unfolding within the space of two months, with share markets collapsing and then staging a strong recovery. Markets have performed strongly even as we remain in the midst of...
Economic abuse training for advisers launches
Occurring in 99 per cent of domestic violence cases, economic abuse can affect clients of all backgrounds
Standards International has partnered with Australian adviser Amanda Cassar to launch a new training programme aimed at tackling economic abuse.
Economic abuse is when one person has control over another’s access to economic resources. It was recognised as a form of domestic abuse in the domestic abuse bill last year after calls from charities to make it a standalone criminal offence.
Reduction in Account-Based Pensions
Have you heard about the reduction in Account Based Pensions and minimum draw downs? Capital losses from falling share prices are realised only if the company goes into liquidation or the shares are sold. Reducing the amounts drawn down from account based pensions...
Facing the end of the growth cycle
2018 has been a mixed year for investors, with some gains, and some losses. But are we at the end of the growth cycle... for now? Market Cycles and the end of the Growth Cycle We’ve seen a complex economic environment with geopolitical and trade uncertainty, a change...
Need to Understand a little more about the Downsizing Contribution?
As you're not doubt aware, the Federal Government announced it's 2017 Budget this week and one of the surprise outcomes was the Downsizing Contribution for those looking to move out of a larger family home. Here's a little more about how that works... Downsizing...
What the US Interest Rate Rise Means for you
Well, after much speculation and talk, it's finally happened, the US have raised interest rates. Here's a few fast facts for you: The US Federal Reserve (Fed) lifted the funds rate at its December meeting by 25 basis points to a target range of 0.25-0.50 per cent. ...
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 - 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