Wealth Planning Partners are a long-term Gold Coast based financial planning business, assisting clients Austrlaia-wide with The WPP Way: Secure, Build, Succeed.
We help our clients protect what they've worked so hard for, and build a strategy to provide wealth for the future.
Self Managed Super Funds are our speciality. We can assist with fund establishment for Corporate and Individual Trustees, setup and windup of SMSFs.
We offer annual audit and accounting services for Self Managed Superannuation
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Funds, along with Investment Advice, Insurance planning and Investment Strategy documents.
Our director, Amanda Cassar holds a SMSF Specialist Advisor accreditation from the SMSF Association and a Masters Degree in Financial Planning.
We look forward to assisting you with your financial planning and self managed superannuation fund needs.