A personalised approach to helping you achieve your financial and lifestyle goals

Great teams are capable of achieving great things. At Partners Wealth Group, you have an award-winning team of wealth management experts supporting you throughout every stage of life’s journey.

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PWG - Stronger Together

Providing our clients with a complete and holistic wealth solution is what sets us apart.

When you partner with us, you can count on a collaborative and personalised approach to helping you achieve your financial and lifestyle goals. No matter how simple or complex your own situation is, we’ll work with you, your family and your accountant to tailor our innovative financial solutions towards you achieving your own financial freedom.

Our services

Regardless of where you are on life's journey, we can help with a broad range of tailored advice to help you achieve your financial goals:

Latest News & Insights

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A 'comfortable’ retirement - how much is enough?

A comfortable retirement is something that most of us aspire to, and with some careful planning, many will achieve. However, the notion of a ‘comfortable’ retirement is personal and means something different to everyone. There is no single dollar amount that applies to all - how much money or assets you need to live comfortably for the next 10, 20 or 30 plus years differs from person to person and can vary from year to year.

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Market Outlook for 2024

Central Banks have all but declared ‘mission accomplished’ in the battle against inflation. Policy cash rates are likely to have peaked with the Fed and RBA signaling cash rates are sufficient to continue the decline of inflation. The threshold for rate hikes appears higher given many areas of the economy are cooling.

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Disputes Over Wills

The purpose of a Will is to dispose of a person’s property in accordance with the deceased’s last wishes. A properly formulated Will is a tremendous help to those we leave behind. Conversely, leaving a slipshod or invalid Will, or no Will at all, can create a big headache for the people we care about.

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At Partners Wealth Group, we think we do things a little differently, but better.

Our team of diverse and highly specialised experts work closely with your accountant or other trusted advisors to form a comprehensive wealth strategy. This genuine approach to collaboration is at the heart of our philosophy of being stronger together and is encapsulated in our logo design of three geese flying together in formation, representing our clients, our partners and ourselves working together for better outcomes.

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