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Financial Advice

We can help you at every life stage from starting a career, buying a home and starting a family, through to establishing a business, developing wealth creation strategies, planning for retirement and aged care solutions.

What we can help you with

  • Investment advice
  • Retirement strategies
  • Superannuation advice
  • Wealth protection
  • Business succession planning
  • Budgeting & cashflow
  • Debt structuring
  • Aged care advice

Investment

Investment solutions driven by our expert committee.

What we can help you with

  • Investment advice

Insurance

Ensuring your financial security and helping you to protect your current lifestyle, business and retirement plans.

What we can help you with

  • Income Protection
  • Trauma Insurance
  • Life Insurance
  • TPD Insurance
  • Business Insurance

Lending

We’ll work with you to find the most appropriate financing to suit your needs, whether you need it for your personal home, a residential or commercial investment property, refinancing or cash flow for your business.

What we can help you with

  • Residential Investment Lending
  • Commercial Property Finance
  • Business Cash Flow Lending
  • Construction & Property Development Finance
  • SMSF & Limited Recourse Borrowing Arrangements
  • Asset & Equipment Finance

Legal

Helping you to protect your personal wealth and business assets through smart legal solutions and estate planning advice.

What we can help you with

  • Estate Planning
  • Property
  • Commercial Law
  • Business Succession Planning
  • Dispute Resolution
  • SMSFs and LRBAs

SMSF Admin

Taking the complexity out of SMSF administration.

What we can help you with

  • Income Tax and GST reporting
  • Preparing your financial statements
  • Setting up and administering SMSFs
  • Pension documentation
  • ASIC agent service
  • Actuarial certificates
  • Online document service

SMSF Audit

Our rigorous audit process will provide you with peace of mind that your SMSF is always compliant.

What we can help you with

  • SMSF Audit

Guild Financial Planning

Tailored and strategic financial advice for healthcare professionals, helping you to achieve your personal and professional goals.

What we can help you with

  • Investment advice
  • Retirement strategies
  • Superannuation advice
  • Wealth protection
  • Business succession planning
  • Budgeting & cashflow
  • Debt structuring
  • Aged care advice
About

About Us

  • Who we are
  • Why Partners Wealth Group
  • Our team
  • Careers
  • Make a Payment

Who we are

As your partner and trusted advisor, Partners Wealth Group is here to help you to explore and fulfil your goals

What we can help you with

  • in your personal life
  • in your professional career
  • in your business

Why Partners Wealth Group

What do we stand for?

Our difference

  • House of specialists
  • Established credentials and marketplace
  • Passionate and engaged team
  • Exceptional client experience

Our team

We are committed to investing in staff who want to grow professionally and take part in our business transformation to the next level

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Document Service

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.

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Accountants

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Patrick Barry
26 October 2018

CPD requirements and training register

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Related News

16 Sep 2020 Accountants

New Client Engagement Tool

Through the new myGov accounts, you now have access to view all your clients superannuation. Partners Wealth Group have developed a calculator which will allow you to project out the capital value required for the client's desired income at retirement. 

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Patrick Barry
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28 Aug 2019 Events

Breakfast Bootcamp | A technical work-out for Accountants

Over 90 minutes, you will be put through your paces as our team of specialists challenge you to get technically fit!

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Patrick Barry
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08 Feb 2019 Accountants

Super Day 2019 | Perth Agenda

A premier SMSF technical conference for accountants.

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Patrick Barry
18 Dec 2018 Clients

End of year portfolio update

As we stand today (December 20th), the Australian share-market looks set to record its first NEGATIVE year since 2011.

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Patrick Barry
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26 Oct 2018 Clients

What's really driving Market Volatility?

Equities have been falling since the start of October. Here's what you need to know.

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Patrick Barry
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Our locations

Melbourne

Level 13, 636 St Kilda Road, Melbourne, VIC 3004
03 8508 7800

Sydney

Level 4, 8 Spring Street, Sydney, NSW 2000
1800 333 143

Perth

Level 3, 1 Preston Street, Como, WA 6152
08 6365 5210

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