Overview
Regardless of where you are on life’s journey, with Partners Wealth Group as your trusted 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
Meeting with a financial advisor for the first time may seem overwhelming. However, at Partners Wealth Group we make the financial advice process simple to get you on track to achieve your financial and lifestyle goals.
What to expect when you meet with a financial advisor
What we can help you with
Please see below ways in which we can help:
Our team
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.
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Mathew Cassidy
Managing Director, Executive Director
View profileMathew Cassidy
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Patrick Barry
Head of Wealth, Executive Director
View profilePatrick Barry
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Laurence Poulter
Practice Manager – NSW
View profileLaurence Poulter
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Ben Armstrong
Senior Financial Advisor
View profileBen Armstrong
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Carolyn Roper
Financial Advisor
View profileCarolyn Roper
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Chris Pereira
Financial Advisor
View profileChris Pereira
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Andrew Wieman
Financial Advisor
View profileAndrew Wieman
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Andrew Kantas
Senior Financial Advisor
View profileAndrew Kantas
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Rob Hand
Senior Financial Advisor
View profileRob Hand
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Ben Savige
Senior Financial Advisor
View profileBen Savige
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Luke Andrews
Senior Financial Advisor
View profileLuke Andrews
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Renato Di Candido
Financial Advisor
View profileRenato Di Candido
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Tom Napier
Financial Advisor
View profileTom Napier
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Todd Synon
Practice Manager
View profileTodd Synon
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Joshua Cunningham
Financial Advisor
View profileJoshua Cunningham
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Tom Clancey
Financial Advisor
View profileTom Clancey
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Anna Giang
Senior Associate
View profileAnna Giang
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Tyson Darley
Senior Associate
View profileTyson Darley
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Lachlan Knight
Senior Associate
View profileLachlan Knight
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Dylan Renoux
Associate
View profileDylan Renoux
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Timothy Taylor
Associate
View profileTimothy Taylor
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Jack Tossol
Associate
View profileJack Tossol
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Hannah O’Brien
Associate
View profileHannah O’Brien
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Michael Dockery
Associate
View profileMichael Dockery
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Nicole Chapman
Associate
View profileNicole Chapman
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Cedric Benza
Associate
View profileCedric Benza
Hear from Our Clients
A common perception around changing from one wealth management 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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