Wealth Planning Partners
Insurance, Business Insurance, Financial Planner
Amanda Cassar is guest speaker for East Coast Lawyers at a Women's Empowerment Series on 4 July 2013 on "How to Find Yourself Financially Fabulous."
Our Advisers are also available to speak on various financial matters such as:
* Self Managed Superannuation Funds
* Mitigating Risk in your Small Business
* Protection Strategies and how to best fund them
* Financial Planning 101
or whatever is best tailored to your audience.
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Margin Lending allows you to increase your overall exposure to the market by using some of your own funds, along with borrowed money. Interest paid on loans for investments purposes, it usually tax deductible.
Investments are the Products utilised in your Strategy or Financial Plan that help get you where you want to go via sourcing income or growth, depending on your needs.
Wealth Planning Partners offer a service to help you track down your superannuation funds, consolidate them all under an appropriate structure and invest according to your Risk Profile for the long term.
A good Financial Plan will look at 'Where You Are' and 'Where you Want to Go' and be the roadmap to help get you there.
You've worked hard to acheive what you've got so far - why not protect what you have with a comprehensive strategy. Most of us don't consider our spend on house, contents or car insurance, yet hesitate to insure our most important asset - our income and ability to earn one. Contact the Advisers at Wealth Planning Partners to arrange a no-obligation assessment of your insurance needs.
WPP has a long term local record in looking after clients' needs by protecting their assets and growing wealth for the future.
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