Wealth Planning Partners

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Reviews of Wealth Planning Partners

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  Eduardo Rais Added December 11, 2017

  ★ ☆ ☆ ☆ ☆
  the most disgusting experience of my life. this lady was recommended to me by a man called colin curran from some company which sells properties to people who use their self managed super, I will review this man later as he also is to be aware of.
  this woman amanda cassar came to my house and said to me it would cost me 3000 dollars for her to set up my self managed super, I said to her I know it costs between 600 and 800 dollars, she said those are bad operators, I asked her will it be 100% tax deductible and she said yes, later she retracted that because I found out through a tax man here in sydney it is not true.
  because she guaranteed me it would be 100% tax deductible I went ahead with it, and signed a few documents, little I knew she was going to take out of my super account 79 dollars every month, I checked my account and saw that, I questioned her and she said I signed it, I said no, you asked me to sign just in case you needed my signature, she refunded just over 300 dollars but refused to refund the other 1000 dollars, I advised my super account managers to refuse that woman access to my account and they did. I changed everything to this tax man from blacktown sydney and he said he would have set up everything for under 1000 dollars, this woman amanda cassar also charged me over 1000 dollars for something which is worthless, my account now said to me that is absolutely not necessary at all.
  and later this woman amanda cassar engaged an accountant in queensland to to my tax without my authorisation and those accountants who obviously have no respect for the law either went ahead and did who knows what.
  I advised icac, accc, asic about it and the taxation office.
  this woman owes me 3000 dollars and refuses to pay me.
  beware of this woman, she smiles a lot but all she cares about is your money.
  it is your choice, research before handing money to her.
  these are facts, nothing made up.
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  Mitch Cassar Added November 02, 2017

  ★ ★ ★ ★ ★
  I'm proud to work for Wealth Planning Partners who always strive for highly ethical dealings with all their clients and have been a great training ground for my start in Financial planning. Highly recommended!

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