About Us
Amanda Cassar of Wealth Planning Partners is a qualified Financial Adviser and is disturbed by the number of mums and dads who are happy to use our services for Insurances and Superannuation, but feel that they can't afford to invest or access financial planning services.
After a bit of a survey amongst a number of our clients we realised that many do not keep any form of budget or even know if they have a monthly disposable income. Most honestly don't know where all the money goes - it comes in and goes out on bills and groceries and daily living expenses and there never seems to be any left over.
It was that which caused us to sit down and set up a kit to help people start getting back on track. But not just the ability to kick it off, but to have someone on hand to monitor their progress, make sure the debts are coming down and to be accountable to.
So Budget Planning Partners was born basically to help the mums and dads of the Gold Coast get back in control of their finances and stay on track. When they know they have a disposable income, they can then sit down with their Financial Planner and feel more comfortable knowing just where their current financial situations.
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Amanda Cassar
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Nicole Ialuna
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Amanda has been involved in the Financial and Insurance Industry for the past 13 years and has recently become a Commissioner of Declarations to offer a wider range of services to her clients.
Amanda’s particular passion is making sure other young families, such as her own, have adequate Risk Protection strategies in place and then look to Asset and Wealth Creation for their future. She also specialises in helping self employed persons and tradesmen structure their insurances in the most tax effective way.
Amanda has completed Deakin University’s Diploma of Financial Planning course (Dip FP) and is an Affiliate Member of the Financial Planning Association of Australia (FPA)
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Nicole is has just recently completed the diploma of Financial Planning and is now a qualified Financial Adviser.
“I am very passionate about helping people get where they want to go financially.” What better place to start than Budget Planning Partners?
Bringing it back to the basics is so important! (everyone knows what a budget is, however, who has one? or who ever sticks to it? of course, all things start with good intentions!)
I can help you create a base to start your journey towards wealth creation to live and experience the lifestyle you have always dreamt of having!!!
It all starts with a budget! so what are you waiting for? Harnessing what you have now paves the way for an awesome future.
Why continue to be a slave to money? – finally break the cycle and have your money work for you.
Work out what freedom means to you and give me a call.
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