From ordering pension forms through to pre-populating deed updates, the Partners Online Document Service allows you to completely streamline the way you order, update and manage your clients’ documents.
You may have goals in your life that you simply cannot realise, without the right funding.
Getting the finance you need to bring your goals to life can be made straightforward, when you have a highly experienced team of advisors working for you.
Our dedicated lending advisors can help you obtain the finance you need, on the best available terms.
When you need finance, we will work directly with your accountant or financial advisor to ensure we first fully understand your needs.
We then seek out the right funding on the most appropriate terms for you. We also ensure the debt is properly structured to suit your current and future needs.
With over 100 years of combined experience in the financial services industry our highly experienced team ensure you receive the best possible advice.
It is our aim to create long-term relationships based on remaining highly attuned to your ever-changing financial needs.
Our lending advisors can work with you to tailor a solution and provide advice on:
Below is a list of our team members who specialise in this specific service. They are committed to investing their time in helping you to achieve your financial goals.
"The team at Partners Wealth Group have always shown they will go above and beyond to get my deals done. In what has been a trying few years in property, and in particular, development, but Julie and the team have worked tirelessly to get funding for land, construction and residual stock as well as giving my personal financial position priority to ensure the deal done is the right deal. No hesitation in recommending Partners Wealth Group."
Learn how we were able to partner with a client, Fraser McLennan, and his business to help him restructure his business lending, helping him to achieve his business and personal goals while removing any stress so that he could concentrate on running his business.
"I have a strong relationship with my existing bank so when my accountant recommended I talk to Partners Lending regarding finance for a recent project I was a little sceptical about the value they could deliver. My accountant had recently used them to refinance their own bank facilities, and I’ve used Partners Wealth Group for my SMSF set up and their Legal Services as well, so I agreed to give them a try. I’m happy to say the rate delivered was well below what I had been able to negotiate and the extra assistance that the lending team provided when dealing with the bank made it a great experience, one I’m repeating on my current development."
"The lending team was instrumental in assisting me with my investment loan. Their knowledge of banking and financial products and their efficiency in the execution of the loan confirmed I was in good hands. The process was quick and simple, allowing me more time to get on with running my business. I would highly recommend all future lending with Partners."
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.
For the first time since 2004, regional property prices have increased more than capital city markets, as city dwellers go in search of a new work / life balance in regional Australia.
In 2013, ASIC introduced Best Interest Obligations for financial advisors - a set of statutory requirements that established a mandatory standard for all financial advisors to act in the best interest of consumers.