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Financial Advice and Financial Planning

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 and Wealth Management

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 and Finance Broking

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 Advice

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
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Personalised Financial Advice and Financial Planning

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

Our COVID-19 vaccination policy

We’re committed to protecting the health and wellbeing of our employees, clients, and business partners.

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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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04 February 2019

Partners Wealth Group | About Us

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