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Financial Advice
Investment and Wealth Management
Insurance
Lending and Finance Broking
Legal Solutions
SMSF Admin
SMSF Audit
Guild FP
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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 Solutions

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

What we can help you with

Wills & Estate Planning
Superannuation
Property & Developments
Private Client Litigation
Mergers & Acquisitions
Corporate Compliance
Insolvency & Reconstruction
Commercial Litigation
IPO’s & Listings
On-market capital raising

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
COVID-19 vaccination policy
Best Places to Work 2022
Careers

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.

Partners Wealth Group has been named on the 2022 AFR BOSS Best Places to Work List.

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Accountants

Patrick Barry

29 May 2018

Reports on ASIC Supervision

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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.

Patrick Barry

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!

Patrick Barry

08 Feb 2019 Accountants

Super Day 2019 | Perth Agenda

A premier SMSF technical conference for accountants.

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.

Patrick Barry

26 Oct 2018 Accountants

CPD requirements and training register

As per the Partners SMSF Advice Authorised Representatives Manual, you are required to meet an annual total of 15 CPD points within the calendar year on subject matter relating to Superannuation and Self-Managed Super Funds (SMSF).

Patrick Barry