Being a financial adviser and being a part of the financial services industry, isn’t just about getting the best and most appropriate policy for your client. What’s also important is the relationship that you build especially when your clients need you most, at claim time and being able to support them and their family in their time of need. Today Marc speaks to Amanda Cassar, the co-founder and sole director of Wealth Planning Partners. Amanda talks about how she started in this industry and what she loves most about being a financial adviser and helping her clients. Amanda also shares how she continues to help others outside of her business, through in part, her book and podcast, ‘Financial Secrets Revealed’, and her amazing charity work.

Wealth Planning Partners https://www.wealthplanningpartners.com.au/ Financial Secrets Revealed Book https://www.booktopia.com.au/financial-secrets-revealed-amanda-cassar/book/9781925648546.html Financial Secrets Revealed Podcast https://podcasts.apple.com/au/podcast/financial-secrets-revealed/id1579602060 The Money Sandwich https://themoneysandwich.com/