Bring your SMSF and retirement decisions into one clear plan.
Connect SMSF, super, investments and retirement decisions around the lifestyle you want to fund.
Example video explainer
The official site has helped clients pursue their financial and lifestyle objectives since 1986.
What stands out
Bring the decisions into the same conversation.
The official site says the practice has operated on the Gold Coast since 1981.Wealthwise publishes a named planning framework: Secure...The retirement service starts from personal lifestyle questions rather...The superannuation service covers personal, retail, industry, corporate...
- Published proof
- The official site has helped clients pursue their financial and lifestyle objectives since 1986.
- Credentials
- Amanda Cassar's official profile lists a Master of Financial Planning and SMSF Specialist Adviser credentials.
- Published proof
- The official SMSF page explains control, flexibility, tax and estate-planning considerations alongside the costs and responsibilities of self-management.
- How it works
- The official site uses the Wealthwise Way: Secure, Build, Succeed.
In their words
Published client experiences.
★★★★★
Her ability to translate ‘industry jargon’ and documents to enable me to fully understand the pros and cons of each investment opportunity has been most valuable to me.
★★★★★
Amanda’s happy nature, honesty and willingness to supply information makes it a pleasure to do business with her.
★★★★★
Amanda has always made herself available at very short notice whenever I have had a query.
★★★★★
I have found Amanda to be honest in her dealings with me and that she had my best interests in mind, by taking into account what I wanted to achieve.
★★★★★
Thank you also for keeping me on track when I felt like giving up, you have been amazing and I really appreciate all you have done.