At Partners Wealth Group, the focus is on advice. At the forefront are your goals and objectives, including your personal and, if applicable, your business situation. Once we identify the issues and opportunities, we then follow a performance driven-approach, to develop robust solutions that can be measured over time against your needs and goals. 

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There are a number of superannuation strategies which can boost your super, reduce your marginal tax rate, increase your cash flow and help you realise your retirement goals sooner rather than later including salary sacrificing, super contributions (if self-employed), government co-contributions, spousal contributions and borrowing within the super environment to purchase assets such as property or shares.

Retirement isn’t what it used to be. Australians are living longer, healthier and more active lives – and depending on your retirement goals and current age, your employer Super Guarantee contributions may not be enough to fund your lifestyle in retirement. So how much is enough? Our team of specialists can help you work out how much you need to retire comfortably based on your retirement goals with a plan on how to get there.

No matter what age you are, having the right insurance is essential to your financial security and to protect your current lifestyle, business and retirement plans. Given the number of insurance providers in the market and diverse types of cover, it is important to talk to our specialist risk advisors to make sure you get the right insurance to protect your family and your business.

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Good businesses are the product of sound decisions and hard work, but ongoing success cannot be taken for granted. As a business owner, you will want to grow the value of your business, but also ensure that you and your loved ones are rewarded for all your hard work. This is why Business Succession Planning is an essential requirement for every business.

A strong succession plan helps you to address important matters such as decision-making,
owner departures, remuneration, owner obligations, valuations and dispute resolution before, during and after a succession event.

We all know the old adage – there’s nothing certain about life except death and taxes, which is why estate planning is so important. Making arrangements for the ongoing care of your loved ones and your assets in the event of death or incapacity is not something you want to leave to chance.

Our team of financial advisors and legal experts can build a comprehensive strategy across your investment accounts to ensure your wishes are carried out. We will also identify issues you may not have thought about including how to legally reduce taxes and establish effective structures.

We can also help with more complex estate planning including setting up the right ownership structure for your assets, examining the taxation position of family members and developing a succession plan for ownership of family businesses.

We’ll work with you to structure your debt in the most tax-effective way. 

Our aged care specialists have significant experience in working with people entering care, as well as their families, to ensure that the best decisions are made regarding finances and options, the correct paperwork is in order and the transition is as smooth as possible for everyone involved.