Wealth Planning Partners

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.

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.

🎉 Celebrating 21 Years of Wealth Planning Partners 🎉Today marks a very special milestone for Wealth Planning Partners, 2...
26/06/2026

🎉 Celebrating 21 Years of Wealth Planning Partners 🎉

Today marks a very special milestone for Wealth Planning Partners, 21 years of helping individuals, families and business owners build confidence in their financial future.

What began with a vision in 2005 has grown into a trusted financial planning practice dedicated to providing guidance, support and long-term partnerships for our clients.

Over the past 21 years, we have had the privilege of helping clients navigate life's many milestones, from building wealth and planning for retirement, to protecting what matters most and creating lasting legacies for future generations.

This anniversary is about more than just the years. It is about the relationships we have built, the trust our clients have placed in us, and the incredible community that has supported us along the way.

To our clients, referral partners, colleagues, family and friends, thank you for being part of our journey. Your trust and support have been the foundation of everything we have achieved.

As we celebrate 21 years in business, we remain as passionate as ever about helping Australians make informed financial decisions and achieve their goals with confidence.

Here's to the next chapter and many more years of helping people live the life they envision.

🥂 Thank you for being part of our story.

💜 World Elder Abuse Awareness Day | 15 June 💜Elder abuse can take many forms, including financial, emotional, physical, ...
14/06/2026

💜 World Elder Abuse Awareness Day | 15 June 💜

Elder abuse can take many forms, including financial, emotional, physical, social, and psychological abuse. Sadly, it often occurs at the hands of someone the older person knows and trusts.

This World Elder Abuse Awareness Day, we encourage everyone to take a moment to learn the signs, start conversations, and help protect the rights, dignity, and independence of older Australians.

Financial abuse remains one of the most common and underreported forms of elder abuse. Understanding powers of attorney, maintaining financial transparency, and seeking professional advice can help safeguard vulnerable family members.

Every older person deserves to feel safe, respected, and in control of their own life and decisions.

Together, we can help create a community where older Australians are valued, heard, and protected.

📅 EOFY is almost here – have you got your finances in order?Before 30 June, take a moment to review your super, investme...
09/06/2026

📅 EOFY is almost here – have you got your finances in order?

Before 30 June, take a moment to review your super, investments, tax deductions, insurance and estate planning. Small actions now could help improve your financial position and reduce stress heading into the new financial year.

✅ Review super contributions
✅ Check investment gains and losses
✅ Consider deductible expenses
✅ Review insurance and beneficiaries
✅ Ensure estate planning documents are up to date
✅ Business owners: review cashflow, structures and obligations

EOFY isn't just about tax. It's an opportunity to reset, refocus and make sure your financial strategy is aligned with your long-term goals.

And you might be surprised to discover retirement is closer than you think.

Speak with your accountant, financial adviser or the team at Wealth Planning Partners before 30 June to explore your options.

https://www.wealthplanningpartners.com.au/smart-financial-moves-before-30-june/

🌏 World Environment Day 🌿"We take care of the future best by taking care of today."When we think about sustainability, i...
04/06/2026

🌏 World Environment Day 🌿

"We take care of the future best by taking care of today."

When we think about sustainability, it's easy to focus on grand gestures. Yet some of the most meaningful changes come from the small decisions we make every day.

The products we buy, the businesses we support, how we use resources, and even where we invest our money all help shape the future we leave behind.

Sustainable investing isn't about being perfect. It's about being mindful. For some investors, that means supporting companies focused on renewable energy, innovation, responsible governance, or better environmental outcomes. For others, it may simply mean asking more questions about where their money is invested.

The same applies to our everyday choices as consumers. Small actions, multiplied across millions of people, can create significant change over time.

On this World Environment Day, perhaps the question isn't "What can I do to change the world?" but rather "What small choice can I make today that contributes to a better tomorrow?"

After all, the future isn't something that happens to us. It's something we help create every day.

💰 EOFY is fast approaching. Have you reviewed your superannuation strategy yet?While many Australians are focused on rec...
04/06/2026

💰 EOFY is fast approaching. Have you reviewed your superannuation strategy yet?

While many Australians are focused on receipts and tax deductions, some of the most valuable end-of-financial-year opportunities may be sitting inside your super fund.

Before 30 June, it may be worth reviewing:

✔️ Concessional contribution opportunities
✔️ Personal tax-deductible contributions
✔️ Spouse contribution strategies
✔️ Government co-contributions
✔️ Investment options, insurance and beneficiaries
✔️ Additional opportunities available to small business owners

The right EOFY strategies can potentially help reduce tax, boost retirement savings and improve your long-term financial position.

Ask yourself:
🔹 Have I maximised my available super contribution opportunities?
🔹 Is my super invested appropriately for my goals?
🔹 Have I reviewed my insurance and beneficiaries recently?
🔹 Could a contribution before 30 June improve my retirement outcomes?

EOFY planning isn't just about tax savings. It's about making smart decisions today that can create meaningful benefits for your future.

Contact us today to book your next appointment and discuss whether there are opportunities available before 30 June.

https://www.wealthplanningpartners.com.au/eofy-strategies/

Address

Tarrant Drive
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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