Wealth Planning Partners
110/232 Robina Town Centre Dr, Robina QLD 4226, Australia
(13)
110/232 Robina Town Centre Dr, Robina QLD 4226, Australia
(13)
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.
We use “The WPP Way” to ensure you Secure, Build, Succeed.
13 customer reviews
Reid Melvin
An encounter with Mrs Catherine Morgan is a blessing into my life. I thought I've lost it all after the great price dropping of crypto but then again this financial saving woman brought me back to my feet after giving her a chance into my trading account with little amount of investment of $1,500 Can't believe this woman made me a whooping profits of $14,700 until i made the withdrawal by myself. As I'm putting out her contacts now, do not hesitate to message her and invest with her. Her Email address: catherinemorgan0387@gmail.com or her WhatsApp number: +1 863 990-1302 More...
Reviewed on Facebook
Héritage Muhindo Kamathe
Invest with a well-known company where you will have access to create and fund your account yourself, have full access to monitoring your trading, and how your profit goes, and at the end of every successful trading, you can place your withdrawal requests to your bank account or bitcoin wallet with no stress.
I am a living witness. With Mr. Jackson Robert, trading is made easy.
Here is a possible link to contact him:
email: is.jacksonrobert@gmail.com
Whatsapp contact : +1 (209) 372-7204
More...
Reviewed on Facebook
Mark James
Have never experience such a sensitive target in my whole life until I met with Mrs Sophia James fx
bitcoin trader who is skillful and has being handling my trade with her signal over a month now.
With minimum $1000 you are sure to hit $14,450 wow all within a week. Thanks for your good work and
God bless you Mrs Sophia James fx.
You can reach out to her on Email: sophiajames0122@gmail.com
WhatsApp no:+1 (707) 559-8033
More...
Reviewed on Facebook
Paul Phillips
Financial Advisors
Amanda was great to chat with, very knowledgeable and friendly. She will be part of our retirement planning moving forward
Francene Smith
Wills and Estate Planning
It was great to meet Amanda , and have my will organised. Very professional and easy location to find
Strayper Milnion
It will be bad to keep this alone to myself. I came across the best Forex, Crypto, and Binary expert ever, in the person of Mr. Ethan Payne who really helped me to invest and managed my trade account. He is very honest and diligent in his work. All I did was invest $1000 and within 7 days he made $6,800 profit for me. You can also invest safely with him and come back to thank me later. there are no hidden charges, and withdrawals are made directly to your bank account. Contact him via WhatsApp:+44 7862 075181 E-mail:ethanpayne700@gmail.com More...
Reviewed on Facebook
Ogechi Nwafor Ibe
I was convinced to believe this company is real and fast on payment. You can verify yourself. victoria crypto is truly Legit. I wish I have known this platform long ago. My fear for online Investments was proven wrong by this company, After my first withdrawal went successfully. I have been earning without any demand or stress ever since I Registered here. This is a reputable bitcoin Investment Platform to invest in, You can contact her to earn...Email; victoriacrypto062@gmail.com OR WhatsApp:1 (702) 919-0093 More...
Reviewed on Facebook
Gayle Jackson
Wills and Estate Planning
Efficient, professional and value for money.
Peter Hall
Wills and Estate Planning
This was a great find for us. Amanda and her team were most helpful and knowledgeable from the start. A real feather in their cap is that they not pushy at all.
They give advice with explanation and leave it to you to make your decision.
A pleasure to have met and worked with them. Will always use their services if and when our next need arises.
Thanks for referring them to us. Peter Hall
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Vicki
Wills and Estate Planning
Amanda and staff are so accomodating and very knowledgeable in their field of expertise. Highly recommend without hesitation
Reply from Wealth Planning Partners
Thanks Vicki, a pleasure to be able to assist.
Vicki
Wills and Estate Planning
Very relaxed atmosphere, easy to talk to, and so knowledgeable in many aspects of Amanda’s work.
Ann-Marie von Douglas
I have used Wealth Planning Partners for my investment advice and also for an elderly friend. I cannot recommend them too highly for their patience,knowledge and expertise. Money matters can be overwhelming for the elderly and they inspire such confidence. Makes it not so confronting. Highly recommended! More...
Reviewed on Facebook
Priscilla Wilcox
I want to give them ⭐️⭐️⭐️⭐️⭐️’s
Reviewed on Facebook
What do you love most about your job?
I love making the complex simple. Seeing clients walk in, feeling overwhelmed by their financial situation and walk out feeling like a weight has been lifted always gives the advisers at Wealth Planning Partners a tremendous sense of joy.
What inspired you to start your own business?
I basically fell into financial planning post high school. After working my way up through the organisation from secretary, to practice manager, then adviser, I finally re-branded the firm in 2005 and then became the sole director in 2014. Running my own show allows us the freedom and flexibility to assist those we can, and also give back to the local and global community.
Why should our clients choose you?
If you want a no-nonsense, real experience with financial planning, then we're probably the group for you.
No jargon, just pure and simple language and a plan that's right for you. We love making the complex become easy and break down what needs to be done into bite size manageable pieces.
Can you provide your services online or remotely? If so, please add details.
Yes, we're happy to engage via Zoom, Microsoft Teams, SKYPE or Riverside - whatever your preferred platform for remote chats is!
We can send you the links required.
What changes have you made to keep your customers safe from Covid-19?
We sanitise between each client visit and request that clients check in via the Check In QLD (CoVid) App.
Superannuation
We can assist with consolidation of funds, ensuring that you're invested where you're most comfortable and getting a good deal on fees.
Self Managed Superannuation Funds
We can help work out whether an SMSF is right for you. We break it down into easy steps and assist from set up through to appropriate insurances, investment of funds and your annual returns and audits.
Insurances
Although some think of insurance as a 'necessary evil' it is truly an act of love to provide for your family when you're unable to do so.
Whether you're wanting life insurance, total disability cover, trauma or income protection, we can compare premiums, benefits and work out whether you should fund personally or pay via your super account.
Socially Responsible Investing
If you're interested in ethical and socially responsible investments, then we can assist in putting together a portfolio that includes what is important to you.
Investment Services
Whether you're new to investing or have dabbled yourself, we can assist in building a portfolio that meets your individual needs.
From shares and exchange traded funds (ETFs) or managed investments, we can break it all down and make it easy for you.
Financial Advice
If you require a sounding board or would like someone to review your situation, we can also work at an hourly rate for you.
If you're after strategy and not product, then we can also assist.
Aged Care Advice
If you have an elderly relative that needs to enter respite or full time aged care, then we can assist with a strategy paper.
We weigh whether it's worth selling or keeping the family home, whether to pay the deposit in full or in part; what total costs will be and funding options.
Estate Planning
Although not lawyers, we can assist to ensure that your Estate Planning is up to date. We can ensure that your beneficiaries are correctly nominated and even help with basic Wills and Powers of Attorney.
