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
-
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 | 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.
Australian Market Summary | 1 June 2020
Market’s enjoyed the absence of fresh negative news-flow on coronavirus infection rates and in a quiet week of economic data and posted strong gains.
Australian Market Summary | 25 May 2020
We have begun to refer to the current pocket in markets as something like a ‘twilight’ period.
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.