Search Results | Showing 1 - 10 of 16 results for "Planning Partners" |
| | | Midwinter Financial Services (Midwinter) will work with Scale Up Paraplanning, TNW Solutions, and Rocket Services to create an integrated paraplanning solution for advisers. Launched off the back of a successful pilot phase, the Paraplanning Partners ... |
| | | | ... always shows the utmost care to his clients when they need it the most," Nowak said. Gayle McKew from Prosperity Planning Partners was the Queensland winner for an advice story that highlighted many interconnecting elements of holistic client and family ... |
| | | | ... Specialist certification course is a program designed by Queensland-based financial adviser Amanda Cassar of Wealth Planning Partners, and issued by Standards International, will be available as a certified course for advisers from 1 June 2020. At this ... |
| | | | ... Interest rates, inflation, political issues and foreign exchange are some examples of macroeconomic factors. Wealth Planning Partners director Amanda Cassar does not target exposures to a single factor or has the clientele and time to employ a multi-factor ... |
| | | | ... pinnacle of community awards, the AFA said. Powe Financial Advice's Karen Walmsley, Amanda Cassar of Wealth Planning Partners and Jawad Ahmed of Mackenzie Strategic Wealth were presented with AFA Appreciation Awards. Meanwhile, Recognition Awards were ... |
| | | | ... University's Paul Travis. The FPA's Future2 Foundation will also present the Community Service Award, with Wealth Planning Partners' Amanda Cassar, Wayne Fenton of Elders Financial Planning and Zacary Leeson of HPH Solutions recognised. "The awards celebrate ... |
| | | | ... to provide tailored advice, answer questions and provide customer service," Kelly said. Echoing this, Wealth Planning Partners adviser director Amanda Cassar believes automated advice services provide investors with the means of trying their hand at ... |
| | | | ... pre-existing will was made 'in contemplation of the marriage.' Then the will remains valid," she said. Wealth Planning Partners' Amanda Cassar said financial advisers must remember for certain superannuation funds, a binding death benefit nomination ... |
| | | | ... While the ability to legally wed brings considerable benefits as a result of ensuring greater rights, Wealth Planning Partners' Amanda Cassar is adamant estate planning documents must be reviewed to safeguard those rights. Financial advisers must remember ... |
| | | | ... is launching a subsidiary business assisting the elderly transition into aged care. Gold Coast-based Wealth Planning Partners has established Trusted Aged Care Services to provide a suite of services to families to assist in the transitioning of elderly ... |
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