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Wealth Planning Partners 💰Helping Australians make confident financial decisions at every stage of life. Build. Succeed.💰 We use “The WPP Way” to ensure you Secure, Build, Succeed.

From wealth creation and retirement planning to superannuation, insurance and SMSF’s, we’re here to help you Secure. Wealth Planning Partners are in business to ensure you succeed financially with a carefully structured plan. We will help you arrange both asset protection and wealth creation via appropriate strategies tailored to your individual needs.

🌏💰 Happy World Financial Planning Day!Financial planning isn’t just about investments or retirement. It’s about understa...
06/10/2026

🌏💰 Happy World Financial Planning Day!

Financial planning isn’t just about investments or retirement. It’s about understanding where you are today, where you want to be tomorrow, and having a clear plan to help you get there.

Whether it’s getting the household budget under control, building your savings, reviewing your super, protecting your family or planning for retirement, good financial advice can help turn your goals into achievable steps.

At Wealth Planning Partners, we believe financial planning should give you greater clarity, confidence and control over your financial future.

Because the right plan isn’t just about your money... it’s about helping you Secure, Build & Succeed. ✨

Important Notice! Our office will be closed today, Monday, 5th October in observance of the King's Birthday Public Holid...
04/10/2026

Important Notice! Our office will be closed today, Monday, 5th October in observance of the King's Birthday Public Holiday in QLD. We wish everyone a fantastic long weekend!👑 ✨

📚✨ IT’S OFFICIAL... WE HAVE RELEASE DATES! ✨📚We are so excited to finally announce the release of Amanda Cassar’s new bo...
30/09/2026

📚✨ IT’S OFFICIAL... WE HAVE RELEASE DATES! ✨📚

We are so excited to finally announce the release of Amanda Cassar’s new book:

Managing Your Parents’ Money: Navigating Care, Conflict, and Big Decisions

Australia & United States — 2 March 2027
United Kingdom — 11 March 2027

It often starts with something small. A bill. A bank statement. A letter that doesn’t quite make sense. Then, almost without realising it, you find yourself helping manage your parents’ finances and facing decisions you never expected to make.

Managing Your Parents’ Money is a practical and compassionate guide for adult children navigating that changing relationship.

From managing finances and navigating care to family conflict and making difficult decisions with empathy and sensitivity, Amanda explores what happens when money, ageing, family dynamics, housing, legal responsibilities, estate planning and care all begin to intersect.

Written in clear, human language, it’s designed to help daughters and sons understand what to do, what to watch out for and when it’s time to seek professional support.

Because helping your parents manage their money is about so much more than finances. ❤️

Save the dates: 2nd & 11th March 2027! 📖🎉

AgedCare FamilyFinances AgeingParents FinancialPlanning

🎉 Exciting news for Amanda! 🎉We’re thrilled to share that Amanda Cassar has been nominated for the 2026 7NEWS Community ...
15/09/2026

🎉 Exciting news for Amanda! 🎉

We’re thrilled to share that Amanda Cassar has been nominated for the 2026 7NEWS Community Achievement Awards in the Local Legend category! 🌟

This nomination is a wonderful recognition of Amanda’s longstanding commitment to helping others and making a positive difference in the lives of her clients, their families and the wider community.

For those who know Amanda, you’ll know just how much passion, energy and heart she brings to everything she does; from supporting and educating others to giving back and championing the causes that matter to her.

Semi-Finalists will be announced this Friday, 18 September, so we’ll be keeping our fingers crossed! 🤞🏼

For now, we’re incredibly proud to see Amanda recognised as a 2026 Local Legend nominee.

Congratulations, Amanda! 👏🏼

Our lovely Kath has officially been part of the WPP team for one year!! We love having her with us, she’s blended in sea...
08/09/2026

Our lovely Kath has officially been part of the WPP team for one year!! We love having her with us, she’s blended in seamlessly and works brilliantly with our clients. We’re so happy and lucky to have you with us! Katherine Sencio 🥰🥳🤍

So Amanda got some updated headshots done recently. I’d like to say they’re mostly professional but we had to get a coup...
31/08/2026

So Amanda got some updated headshots done recently. I’d like to say they’re mostly professional but we had to get a couple snaps for the blooper reel🫣don’t write me up for this one 🤭🙏🏼

Thanks to Amy Finley- Photographer for the new shots and contributing the bloopers🤍

🎡 Gold Coast Show Public Holiday 🎡Please note that our office will be closed today, Friday, 28 August, for the Gold Coas...
27/08/2026

🎡 Gold Coast Show Public Holiday 🎡

Please note that our office will be closed today, Friday, 28 August, for the Gold Coast Show Public Holiday and will reopen on Monday.

Whether you're heading to the showgrounds, spending time with family and friends, or simply enjoying a well-earned long weekend, we hope you make the most of it.

From all of us at Wealth Planning Partners, have a wonderful Gold Coast Show long weekend! ✨

🌟 AMANDA HAS BEEN SHORTLISTED FOR THE 2026 FINANCIAL STANDARD POWER50! 🌟We’re incredibly proud to share that Amanda Cass...
12/08/2026

🌟 AMANDA HAS BEEN SHORTLISTED FOR THE 2026 FINANCIAL STANDARD POWER50! 🌟

We’re incredibly proud to share that Amanda Cassar has once again been shortlisted for the Financial Standard Power50, recognising the most influential financial advisers across Australia. 💙

Now we’d love your help to take her one step further! 🙌

The Power50 recognises advisers who demonstrate leadership, influence and advocacy within the financial advice profession, as well as making a meaningful contribution to their clients, industry and wider community.

Every vote counts, and we’d absolutely love to see Amanda make the 2026 FS Power50! ❤️

https://www.financialstandard.com.au/fspower50?utm_medium=email&utm_source=WildebeestNewsletter ✨

🚨 A New Way to Stay Safe: AusAlert National Test – Monday 27 July 2026 🚨At Trusted Aged Care, we know how important it i...
15/07/2026

🚨 A New Way to Stay Safe: AusAlert National Test – Monday 27 July 2026 🚨

At Trusted Aged Care, we know how important it is for older Australians, families and carers to stay informed during an emergency.

AusAlert is Australia's new national emergency warning system, using advanced technology to send urgent, location-based alerts directly to compatible mobile devices when lives may be at risk.

📅 National Test: Monday, 27 July 2026

🕑 QLD, NSW, ACT, VIC & TAS: 2:00pm AEST
🕜 SA & NT: 1:30pm ACST
🕛 WA: 12:00pm AWST

During the test, compatible devices across Australia will receive a clearly labelled test alert. No action is required—it's simply a nationwide test to ensure the system is ready for real emergencies.

Why it's worth knowing about:
✔️ Delivers fast, reliable emergency alerts
✔️ Continues to work even when networks are busy
✔️ Targets only those in affected areas
✔️ Uses a loud alert sound for life-threatening situations
✔️ Protects your privacy by not collecting your phone number or location

If you support an older loved one, now is a great time to let them know about the upcoming test so they aren't alarmed when the notification appears.

Together, we can help keep our communities informed, prepared and safe.

Also linked in our highlights!
Learn more: https://www.nema.gov.au/our-work/risk-reduction/ausalert

✨ Meet Your Advisers ✨At Wealth Planning Partners, we believe great financial advice starts with genuine relationships.W...
13/07/2026

✨ Meet Your Advisers ✨

At Wealth Planning Partners, we believe great financial advice starts with genuine relationships.

We’re proud to introduce our dedicated advisers, Amanda and Mitchell, who are passionate about helping clients feel confident and in control of their financial future.

Amanda brings extensive experience in financial advice and is known for her caring, client-first approach. She takes the time to understand what matters most to every client and works alongside them to create strategies that align with their goals.

Mitchell combines strong technical knowledge with a practical, down-to-earth style. He enjoys simplifying complex financial decisions and building long-term relationships based on trust, transparency and personalised advice.

Whether you’re planning for retirement, growing your wealth, or simply looking for trusted financial guidance, Amanda and Mitchell are here to help you every step of the way.



🌟 Meet Your Support Team 🌟

Behind every great client experience is an exceptional support team.

💛 Patricia – Our Client Support Manager, dedicated to making every client interaction seamless and ensuring nothing gets overlooked.

💛 Katherine – Our Insurance Support Specialist, providing valuable assistance working with providers behind the scenes and helping clients navigate the process with confidence.

💛 Maddy – Our Administration Manager, supporting the team to ensure every detail is taken care of efficiently and professionally.

Together, they’re committed to providing outstanding service, clear communication, and a welcoming experience from your very first interaction with our team.

Because at Wealth Planning Partners, you’re supported every step of the way.

Address

Services Available In:
Mudgeeraba, QLD
4213

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+61755930855

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