Amanda Cassar

Wealth Planning Partners

Platinum

24 Yrs Experience

Mudgeeraba, QLD 4213

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I am the Director of Wealth Planning Partners and Trusted Aged Care Services, with over 30 years of experience in the financial services industry. My passion lies in helping clients "Secure, Build, and Succeed" using The WPP Way, a framework designed to simplify finances and build a bright future. I also specialize in assisting families across Australia in navigating the complexities of aged care.

With a Master’s Degree in Financial Planning, a Specialist SMSF Adviser accreditation (SSA), SAPEPA Adviser (Succession, Asset Protection, Estate Planning Adviser Accreditation) and an Accredited Aged Care Professional certification, I pride myself on staying ahead in the ever-changing financial landscape through continuous education.

I’m a social and approachable adviser, so feel free to connect with me on LinkedIn, Instagram, X. Pinterest, or Facebook for insights and updates.

Beyond the office, I’ve had the privilege of working with The Hunger Project in Uganda, Malawi, and India, gaining a deep appreciation for the power of mindset in achieving financial and personal goals. I firmly believe that setting a vision, committing to the necessary steps, and taking action are the keys to success—and I’m here to help you do just that.

In 2021, I launched the Financial Secrets Revealed podcast, based on my book of the same name, to share inspiring stories and practical advice. Please follow along 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.