Financial independence
While you begin creating the foundations of your life, you might ask yourself – should I be living for today or planning for tomorrow?
Whether it be creating or protecting your wealth, preserving it for future generations or planning for your retirement, we have the expertise and track record to support you through your own unique life journey.
Financial Advice
Our broad range of integrated wealth management and investing services are designed to help you achieve your financial and lifestyle goals.
Investment & Wealth Management
Through proven experience and market leading insights, our independent in-house investment team can support you through your own investment and wealth management journey.
Lending & Mortgage Broking
As a full-scale finance broking and lending business, Partners Finance Solutions can help tailor the most appropriate lending solution for your needs.
Partners Legal Solutions
Delivering a comprehensive range of legal services to support you on your wealth journey, including wealth management, commercial and property law advice, litigation, business succession planning, wills and estate planning.
Insurance & Wealth Protection
No matter your age, having the right personal insurance is essential to your wealth creation strategy, to protect your lifestyle, family, business, and retirement plans.
Superannuation & SMSFs
If you have a self-managed super fund, our team of specialists takes the complexity out of SMSF administration, while our rigorous audit process will give you peace of mind that your SMSF is always compliant.
Aged Care Financial Advice
Our specialist aged care advisors can help you and your loved ones navigate the complex world of aged care, ensuring the best decisions are made regarding finances and care options.
Listed & Unlisted Investments
Through our wholesale investment business Partners Private, we can offer clients access to exclusive investment opportunities that are not traditionally available to retail investors.
A personalised approach to helping you achieve your financial and lifestyle goals
Stepping into financial independence
Wealth accumulation
As you move into the middle stages of your life, many of your constants are changing. Is your financial plan keeping up?
Approaching retirement
Transitioning from work to enjoying life requires careful financial planning. Are you prepared?
Financial freedom
Enjoying the retirement you have been working towards, whatever that looks like to you.