From ordering pension forms through to pre-populating deed updates, the Partners Online Document Service allows you to completely streamline the way you order, update and manage your clients’ documents.
Welcome to Partners Wealth Group. We are a dynamic, progressive and leading provider of business and financial advisory services for individuals, business owners and organisations with high net worth.
If you’re looking for a career in finance with plenty of challenge and a strong collaborative corporate culture, talk to us at Partners Wealth Group.
We have experienced impressive growth over the last few years, through our unique positioning in being able to provide clients and referral partners with a seamless broad-based service offering which meets their financial and business needs – whether it be a financial advice, superannuation, legal, estate planning or lending matters. We are always interested in passionate professionals keen to make a difference in their clients’ lives.
We are committed to investing in staff who want to grow professionally and take part in our business transformation to the next level, while working in a professional, supportive and fun team environment. We offer some very rewarding employee benefits, which you can read more about here.
If you are keen to apply best business practices, are pro-active and enjoy an environment that encourages fresh thinking and continual improvements, please contact Melinda Chin, HR Manager.
In today’s fiercely competitive environment your business needs the very best young advisors to secure its future.
The Associate Advisor Academy (AAA) is an innovative program created by Partners Wealth Group to help you recruit, train and retain the talented young individuals your business needs to drive its future growth. Graduates of this program will be the leaders of tomorrow.
The AAA helps fill a critical gap in current industry programs by mentoring and coaching participants in the softer skills of their profession, including client engagement and business development to better equip them in gaining their clients’ trust and advocacy.
Clients and businesses are demanding high professional standards and engagement so it is vital for advisors to strengthen their relationships with clients to secure their place as a trusted advisor.
Launched in 2016, the program is now in its third year.
“The program has not only contributed to my own personal growth, but also to grow the business I’m working in.” - Simon, 2016 intake
“Until this course I thought financial planning was all about money and the facts. I now realise that how these things connect to the real world.” - Tom, 2016 intake
“AAA has given me a client engagement Toolbox to refer to for things such as client behaviour, communication and being creative and purposeful.” - Chris, 2016 intake
Applications for the 2019 intake are now open. To apply, please fill out and submit both the Application form and Capabilities matrix:
To learn more about how you can build the skills you need to gain a competitive advantage , please call George Hluchaniuk on 1800 333 143