Overview
Our broad-based range of integrated wealth-management services are designed to help you achieve your goals – in your personal life, your professional career or in your business.
Building on these principles, we work with our clients and draw on expertise from other specialists in various fields to provide a comprehensive and performance-based service 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
Our performance-driven approach follows a four-step advice model, to develop robust solutions that can be measured over time against your needs and goals:
|
Step 1: |
Step 2: |
Step 3: |
Step 4: |
Our team
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.
-
Mathew Cassidy
Managing Director, Executive Director
View profileMathew Cassidy
-
Patrick Barry
Head of Wealth, Executive Director
View profilePatrick Barry
-
Jonathan Bayes
Chief Investment Officer
View profileJonathan Bayes
-
Matthew Leong
Portfolio Analyst
View profileMatthew Leong
Investment Philosophy
Partners Wealth Group builds 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 in the long run when compared to passive portfolios.
Latest News & Events
Australian Market Summary | 4 November 2019
The US and China continue to progress towards completion of ‘phase one’ of their trade deal and both sides have made soothing remarks as indication to the milestones achieved.
Monthly Perspective | October 2019
Major markets were largely flat over the past four weeks, but there was volatility in between as trade talks came and went with little real progress despite some positive looking headlines. This month, we look at equity valuations as we head into another
Australian Market Summary | 21 October 2019
In the latest Australian Market Summary we look at the implications of the recent under performance from the Australian mining sector.
Request an appointment
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.
Subscribe to the latest news
Subscribe now to receive news, updates and invitations to upcoming events.