A wealth of knowledge.
A world of possibilities.

Financial Advice

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.


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

 


Latest News & Events

Australian Market Summary | 6 April 2020

This week markets seem to have begun on an optimistic footing and willing to focus on the positive.

Australian Market Summary | 30 March 2020

In Australia, the early efforts to quarantine and our fortunately low population density seem to have helped ensure our ‘infection curve’ remains flatter than other countries.

COVID-19, and the need to check your Estate Plan

As the COVID-19 health crisis is unfolding, we as a community are facing a great deal of uncertainty, including financial pressures, social isolation, and for some of us, a real health crisis.

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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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