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Financial Secrets Revealed
The podcast is based on Amanda Cassar's book: Financial Secrets Revealed and asks people from all walks of life about their money journey. Whether surviving on Government pensions; or thriving with multi-million dollar enterprises or running global charities; Amanda wanted to go behind the scenes and unveil the financial secrets behind the people. These interviews do a deep dive into people's money stories, the lessons they've learned, how they've overcome setbacks and asks about the legacies they'd like to leave behind.
Amanda is a writer, dreamer, author, blogger, regular traveler, business owner, friend, mother, wife and philanthropist. She loves good food, great wine, the company of her friends and family and a fabulous pair of heels. She totally believes that life is meant to be lived and has trekked the Bwindi Impenetrable Forest in Uganda to see the endangered Mountain Gorillas, has gone scuba diving from Lake Malawi to the Cook Islands and has her motorbike license.
Amanda is the sole Director of Wealth Planning Partners, a financial advisory firm and Trusted Aged Care Services, helping families navigate the maze of Aged Care. She is a proud supporter of the financial services industry and a champion for raising financial literacy levels.
Season 1 interviews those who appeared in the book.
Season 2 shines the spotlight on Financial Abuse.
Season 3 we Meet the Experts.
This podcast is for entertainment and educational purposes only. It does not replace professional financial, tax or legal advice. Any advice is general in nature and takes no account of your personal objectives, situation or needs.
Because of that, you need to consider if you should act on the information. If you purchase any product mentioned in this podcast, you should read the Product Disclosure Statement and obtain appropriate financial advice that is tailored to your personal needs.
Financial Secrets Revealed
FSR Season 3 - Felicity Cooper
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.
Amanda Cassar here meets the multi-Award-Winning Financial Adviser, Felicity Cooper from Cooper Wealth Management at Bundall on the Gold Coast, Australia.
We will dissect why you’d use an Adviser, where to find the one that’s right for you and how to know if they’re adding value to your situation. We break down whether it’s worth going DIY vs paying a professional.
We’re enjoying Meeting the Professionals in Season 3 and hope you enjoyed Felicity’s nuggets of wisdom.
We trust you’ve gained lots of insights and understand a little more about how an adviser adds value.
Offer
Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books
Barnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)
Connect with Felicity
Home - Cooper Wealth (cooperwealthmanagement.com.au)
Financial Adviser - Felicity Cooper (adviserratings.com.au)
Follow
Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedIn
Websites:
- https://amandacassar.com.au/
- https://www.wealthplanningpartners.com.au/ (company website)
- https://trustedagedcare.com.au/ (company website)
- Financial Adviser - Amanda Cassar (adviserratings.com.au)
Or join Amanda and Felicity on their new Podcast – Two Drunk Planners.
Insta: Two Drunk Planners Podcast (@twodrunkplanners) | Instagram
Twitter: Two Drunk Planners (@2DrunkPlanners) / Twitter
Two Drunk Planners | Gold Coast QLD | Facebook
