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Wealth Planning Partners

Trading for 19 years

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About Wealth Planning Partners

Amanda Cassar is an award-winning adviser, based in Robina on the Gold Coast. She and her team at Wealth Planning Partners look after their clients' needs for financial planning, advice, superannuation, insurance, investments and self-managed superannuation funds. WPP are a family business with both Amanda's children working alongside her. We can assist with strategies to help minimise tax and grow wealth for retirement, protect what you've worked so hard for, and help out with your aged care needs.

Products

  • Investments

  • Business Insurance

  • Life Insurance

Services

  • Superannuation and Self-Managed Superannuation Funds

  • Retirement

  • Risk and Insurance

  • Investment Strategies

  • Margin Lending

  • Tax Effective Investment

  • Aged Care Services

  • Free financial planning consultation

  • Estate Planning

Reviews

5 rating

1 review

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M

Mark

8 years ago

So impressed with Amanda from Wealth Planning Partners. She has been assisting us with financial strategies that will help our family with our long term financial goals for some time now. Amanda is lovely, honest and very willing to supply information makes it a pleasure to do business with her. Couldn't speak highly of her enough.

Location

Mudgeeraba QLD

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Media

Amenities

Ways to Pay

  • eft icon

    EFT

Licences

  • WPP Licensee Services Pty Ltd

Frequently Asked Questions

What types of insurance do you offer?

We provide various insurance options, including Life Insurance, Total and Permanent Disability (TPD) Insurance, Trauma Insurance, and Income Protection Cover. These policies are designed to protect you and your loved ones during challenging times.

Can you assist with retirement planning?

Yes, we can help you establish a transition to retirement or allocated pensions, catering to your specific retirement planning needs.

Wealth Planning Partners

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