Amanda Cassar

Therese, 35 - 45 years, Varsity Lakes, QLD

"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"

• Superannuation
• Insurance Protection

Steve, 46 - 55 years, Kingaroy, QLD

"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."

• Superannuation
• Insurance Protection
• Self Managed SuperFunds
• Wills & Estates

Narelle, 56 - 65 years, Mudgeeraba, QLD

"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."

• Insurance Protection

Kristy, 35 - 45 years, Robina, QLD

"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."

• Superannuation
• Insurance Protection
• Cashflow & Income

Ann-Marie, 65+ years, Palm Beach, QLD

"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."

• Retirement & Pension
• Wills & Estates
• Budgeting

Veronika, 35 - 45 years, Worongary, QLD

"We have used Amanda for all our Superannuation and Life Insurance needs for a few years now. Through Amanda's knowledge and experience we always feel confident that the advice given was right for our needs."

• Superannuation
• Insurance Protection
• Cashflow & Income
• Socially Responsible
• Small Business Advice
• Tax Strategies
• Wills & Estates

Maree, 65+ years, Macleay Island, QLD

"Amanda’s has provided advice on my personal finances. She was able to explain my current position and the path I should follow in the future. Her empathy and professional approach was kindly accepted ."

Kyle, under 35 years, Varsity Lakes, QLD

"We were looking for a financial advisor that did it all and wanted to start with budgeting, Amanda was referred by a friend and her CV was impressive being one of the top 50 influential advisors in Australia. She was able to compare policies and cover showing my partner and I the best course of action for our situation and it’s just been reassuring to know there are advisors out there who are willing to go the extra mile. She is always available for a call or email and we are excited to be starting on Wealth Planning Partners budget program heading into 2019."

• Superannuation
• Insurance Protection
• Managing Debt
• Cashflow & Income
• Complex Investments
• Growing Assets
• Budgeting

Pancake, under 35 years, Varsity Lakes, QLD

"After having some disturbingly horrible advice from another financial advisor I was absolutely blessed to find Amanda. Finances are so overwhelming especially for young individuals like myself who are looking to set up their future but have no clue where to start. Amanda is down to earth and really knows how to explain things in a professional and simple manner, after weeks of anxiety and stress due to poor advice given to myself and my partner previously she has turned around the situation and we both now feel in control. An absolute power house and breath of fresh air making us feel comfortable and also now eager to get on with building our future thoughtfully, Amanda you are brilliant and looking forward to working on our wealth planner journey with Wealth Planning Partners. I’d put 10 stars if they had it !"

• Superannuation
• Insurance Protection
• Managing Debt
• Cashflow & Income
• Tax Strategies
• Growing Assets
• Budgeting