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A wealth of knowledge.
A world of possibility.

Investment and Wealth Management

Overview

Tailored investing services
and wealth management strategies.

As a registered financial advisor, our broad-based range of integrated wealth management and investing services are designed to help you achieve your goals – in your personal life, your professional career or in your business.

Building on these principles, our financial advisors work with our clients and draw on expertise from other specialists in various fields to provide a comprehensive and performance-based financial planning offering.

Our Investment Committee

The Investment Committee is integral to the Partners Wealth Group investment process. The committee comprises three core members plus rotating key stakeholders that provide input and or specialist knowledge and advice as and when required.

Our Approach to Investing and Financial Planning

Our performance-driven approach follows a four-step advice model, to develop robust financial advisory solutions that can be measured over time against your needs and goals:

 

Investment-Structures

Step 1:
Investment structures

Strategy-Advice-and-Asset-Allocation

Step 2:
Strategic financial planning, advice and asset allocation

Active-Management

Step 3:
Active managing of your portfolio

Regular-Portfolio-Reviews

Step 4:
Regular portfolio reviews with a financial planner 

Our team

Our Investing and Financial Planning Team

The Investment Committee is integral to the Partners Wealth Group investment process and investor strategy. The committee comprises three core members plus rotating key stakeholders that provide input and or specialist financial advisory knowledge and advice as and when required.

Investment Philosophy

Financial advisors at Partners Wealth Group build diversified portfolios by employing a top-down approach to asset allocation, combined with a bottom-up approach for the selection of individual securities within each portfolio. 

We believe that asset allocation is a key driver of performance and look to benefit from this through well-thought tactical asset allocation positions derived from a deep understanding of the macroeconomic environment. Combined with a fundamental approach to choosing the underlying investments, we believe this active management approach provides superior risk-adjusted returns on investment in the long run when compared to passive portfolios.

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 | 7 December 2020

Risk assets continue to march higher with cyclicals leading the way as hopes for more fiscal stimulus are revived in the U.S. Democrats have been using a bipartisan-proposed $908 bn relief bill to bring the Republican Senate Leader to negotiate.

More reading...

The COVID re-location

Monthly Perspective

Australian Market Summary | 7 December 2020

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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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