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A wealth of knowledge.
A world of possibilities.

Financial Advice

Overview

Personalised financial advice
and peace of mind.

Regardless of where you are on life’s journey, with Partners Wealth Group as your trusted financial planning partner, you’ll receive tailored, expert advice to help you explore and fulfil your goals, now and into the future.

Our promise is simple: we’re here to help you unlock a world of possibilities.


Our Approach to Financial Advice

Meeting with a financial planner for the first time may seem overwhelming. However, at Partners Wealth Group we make the financial planning process simple. Our wealth management experts will guide you through each step of the process to get you on track to achieve your financial and lifestyle goals.


What to expect when you meet with a financial advisor

What Our Financial Advisors Can Help You With

Our financial advisors can help you with personalised advice in the following areas:


Our team

Our Financial Advisory Team

If you’re looking for financial advisors in Melbourne, Sydney, Perth or anywhere else in Australia, below are our team members who specialise in providing financial advice to help you achieve your financial and lifestyle goals. Click on their profiles to find out more.


Hear from Our Clients

A common perception around changing from one financial advisory company to another is that it can be an arduous task. David Mitchell explains how moving to Partners Wealth Group has been a great, easy, straight forward experience.

David Mitchell | Client of Partners Wealth Group

 

"Josh Gaylor provided an efficient covering of situation, advice and paperwork during our regular meetings. He also provided timely follow-ups where required."

Sue and John Everard | Clients of Partners Wealth Group

 

"Chris Pereira provided a comprehensive report, as well as competent advice, answers and information during our review. He is a friendly and supportive advisor."

Jim Turner | Client of Partners Wealth Group

 

"The team at Partners Wealth Group were exceptionally proactive, responsive, friendly and above all highly knowledgeable, which gave me great confidence. This was a great client experience and one that I would highly recommend."

Ben Robb | Client of Partners Wealth Group since 2006

 

"We have found Rob Hand and the Partners Wealth Group to be excellent to deal with. Their advice is sound and tailored to our situation. They are always responsive to our queries"

Simon & Katy | Clients of Partners Wealth Group

 


Latest News & Events

The COVID re-location

For the first time since 2004, regional property prices have increased more than capital city markets, as city dwellers flock to regional Australia in search of a new work / life balance.

Monthly Perspective

Yields are rising with equities and commodities as markets get more optimistic on an economic recovery. This month, we look at the risks posed by a potential disorderly surge in yields

Australian Market Summary | 8 February 2021

Markets rebounded from the previous week’s mild sell-off as strong earnings came to the fore and the Gamestop fiasco faded into the background as the stock tumbled.

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Privacy and Disclaimer

PRPIA Pty Ltd (ABN 61 144 888 433) trading as Partners Retirement Planning, Partners Wealth Protection, and Partners Aged Care Advice is an authorised representative of Charter Financial Planning Ltd ABN 35 002 976 294, Australian Financial Services Licence and Australian Credit Licence No. 234665

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person.You need to consider your financial situation and needs before making any decisions based on this information. 

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