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Wealth Planning Partners Pty Ltd

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Wealth Planning Partners Pty Ltd

Mission statement:

Wealth Planning Partners are in business to ensure you succeed financially utilising “The WPP Way” – to help you Secure, Build, Succeed.

We will help you arrange both asset protection and wealth creation via appropriate strategies tailored to your individual needs.

Overview:

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.
Trevor Pritchard started his insurance business in 1981 on moving out from the UK and Amanda Cassar joined with Trevor in 1991. Together, they looked after the financial planning interests and insurance needs of many Gold Coast and Brisbane locals. Now, Trevor has retired and Amanda leads a team of planners, along with our fabulous support crew serving the needs of clients Australia wide.

Financial planning gives overall advice in a financial plan or Statement of Advice document that will:

   be based on your objectives
   meet your needs
   minimise tax, and
   minimise financial risk

A good financial plan will show you what you need to do become financially secure and highlight what assistance you will need from other advisers (eg. your lawyer or accountant) to implement the plan strategy.

The Gold Coast unfortunately has established a name for many fly by night operators, dodgy deals and shyster operators looking for a quick buck. If you’ve recently moved to this lovely corner of South East Queensland and are unsure about how to find a reputable operator, firstly look for one that’s been around a long time.

Wealth Planning Partners has been operating a Gold Coast based Financial Planning practice since 1981 – a long time by Gold Coast standards.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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