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Investment

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:

 

Investment-Structures

Step 1:
Investment structures

Strategy-Advice-and-Asset-Allocation

Step 2:
Strategic advice and asset allocation

Active-Management

Step 3:
Active management

Regular-Portfolio-Reviews

Step 4:
Regular portfolio reviews

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.

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 | 23rd March 2020

As per last week, we feel it appropriate for the interim to continue to focus on markets from the prism of the coronavirus and its impact.

Fiscal Cavalry on the March, but Volatility Remains

If western governments were slow to the looming public health crisis last month, few seem prepared to make the same mistake with their handling of the economic fallout from corona-virus.

Australian Market Summary | 16 March 2020

In light of these extraordinary times in which we are living, we thought it best this week to dedicate the weekly market update exclusively to our thinking insofar as the spread of the virus and its impact on global financial markets.

More reading...

Australian Market Summary | 23rd March 2020

Fiscal Cavalry on the March, but Volatility Remains

Australian Market Summary | 16 March 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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