Amanda Cassar

Wealth Planning Partners

Platinum

23 Yrs Experience

Robina, QLD 4226

About Amanda
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

I am the Director of Wealth Planning Partners and also Trusted Aged Care Services and have been working in financial services since 1991. I am passionate about helping my clients. I use The WPP Way: to "Secure, Build and Succeed."

I assist clients Australia wide to get their finances together and build a great future, also assisting families with their Aged Care needs.

I've studied hard and hold a Masters Degree in Financial Planning, a Specialist SMSF Adviser accreditation (SSA) and am an Accredited Aged Care Professional. I take ongoing education very seriously to stay up to date with the constant changes in the world of finance.

I'm a very social adviser and can be found on Twitter, LinkedIn, Instagram, Pinterest, and Facebook, so please connect or follow to find out more!

Outside of office hours, I've been privileged to work with The Hunger Project in Uganda, Malawi and India and have learnt a lot about the value of mindset when it comes to getting our finances and lives in order. If we aren't in the right headspace, it's very hard to make progress in any part of our lives.

Setting a Vision, Committing to what needs to be done and taking Action are the best ways to achieve our goals. I'd love to assist you in clearly setting and reaching your goals too.

2021 also saw me launch of the "Financial Secrets Revealed" podcast, based on the book of the same name. Please follow and enjoy!

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates

5.00 September 2020

Amanda has been extremely helpful and supportive. Even though Amanda is a family member, she has always demonstrated a very proactive approach when dealing with my finances, insurances and superannuation. It’s comforting to know that I can go to a financial adviser who has such a strong knowledge and skill set within their field and be given the confidence in knowing that I am making the right choices given my current circumstances. Thanks heaps Amanda! Really appreciate everything you do for me

5.00 August 2020

Amanda has handled all my superannuation for many years and can't thank her enough for her consistent care and attention. She always responds to any email or message promptly and resolves issues with ease, sometimes i feel as though Amanda is employed exclusively by me because she is always there to help and things get done! Very thankful for all she has done.

5.00 February 2020

Amanda helped me with an Insurance claim for my husband after he was diagnosed with Heart Disease needing a 3 way by pass. Amanda went above and beyond to assist us with the claim and to make sure that whatever was needed was requested and supplied to the insurance company as quickly as possible to have the claim prosessed. We appreciated her help, care and attention at such a time of confusion and emotional turmoil.

4.25 February 2020

Amanda has been my financial advisor across an array of areas since 2004. I continue to put my confidence in her knowledge & expertise some 16 years later as believe her interest in assisting my financial growth & protection of it is genuine. Have done & will continue to recommend her services.

5.00 November 2019

Amanda was invaluable to me in giving me confidence and a better understanding of my limited finances. I was a very nervous investor, usually only keeping to term deposits and suffering the loss of income because of historically low interest rates . She explained things to me in a very clear way. This gave me confidence to stretch outside my usual comfort zone into areas I knew next to nothing about. She is always available with full attention whenever I need to ask a question (never a question to daft!!!). I am very comfortable with her knowledge and expertise.