Privacy Policy


It’s important you can trust us with your personal information. We take your privacy and security very seriously. We’ll only ask you for the information we need to help you build and protect your wealth.

We’ve updated our Privacy Policy in line with current Australian privacy legislation to cover:

  • why Partners Wealth Group needs personal information and what types we collect
  • how we protect your personal information
  • who can access your personal information
  • how you can contact us to find out more about your personal information
  • what to do if you have concerns about your privacy

So that you can feel even more confident that your personal information is secure. 

Download the Partners Wealth Group Privacy Policy and Terms of Use.

PRPIA Pty Ltd trading as Partners Retirement Planning & Investment Advisors is an authorised representative of Charter Financial Planning, Australian Financial Services Licensee and is also subject to their Privacy Policy.

View the Charter Financial Planning Privacy Policy

Any advice provided by Partners Lending, Partners Legal Solutions, Partners Superannuation Technical Services, Partners Superannuation Services and Partners SMSF Advice is provided independently of PRPIA Pty Ltd and our Licensee, Charter Financial Planning. Neither PRPIA Pty Ltd nor Charter Financial Planning takes any responsibility for any actions or service they provide.

Partners Lending are authorised credit representatives of Connective Credit Services Australia, Australian Credit Licence (ACL) #389328 and is also subject to their Privacy Policy. View the Partners Lending Privacy Policy

Partners Wealth Group Advice Pty Ltd trading as Partners SMSF Advice is also subject to the Partners SMSF Advice Privacy Policy. View the Partners SMSF Advice Privacy Policy