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:
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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.
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Mathew Cassidy
Managing Director, Executive Director
View profileMathew Cassidy
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Patrick Barry
Head of Wealth, Executive Director
View profilePatrick Barry
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Jonathan Bayes
Chief Investment Officer
View profileJonathan Bayes
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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
Investment Team performance in 2019
In 2019 our Balanced Fund returned 19.14%, which outperformed the market. Overall we had strong performance over the calendar year and medium-term relative to peer averages.
Australian Market Summary | 17th February 2020
Despite the numbers for infection continuing to rise and ongoing delays to ‘business as usual’ in China, mainland Chinese investment markets have recouped all of their losses since the Chinese New Year holiday commenced on January 23rd 2020.
Australian Market Summary | 10th February 2020
Recent models point to 1 in 20 people out of Wuhan’s 11m population will likely contract the virus, putting the potential death toll in that city alone at 5,000 to 10,000 using the current 1-2% mortality rate.
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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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