Financial Advice

Financial Advice

Our broad-based range of integrated wealth management and investing services are designed to help you achieve your goals – in your personal life, your professional career or in your business.

Financial advice to help and support you at every stage of life.

Whether you're beginning a career, buying a home and starting a family, establishing or growing a business, creating wealth, planning for retirement, or needing to make decisions about aged care for loved ones, we can help guide you on life's journey and help you reach your financial goals.

We understand that meeting with a financial advisor for the first time can be daunting. After all, it’s not every day that you discuss your personal circumstances and financial affairs with someone you’ve just met. That's why we've put together this short video on what to expect when you meet with a Partners Wealth Group financial advisor for the first time.

Our experienced financial advisors can help you make financial decisions with tailored advice in the following areas:

Investment Advice and Wealth Creation

Through proven experience and market leading insights, our in-house investment team can support you through your own investment and wealth management journey. We can provide you with bespoke investment services, diversified portfolio management and integrated wealth management strategies. We’ll advise you on the most effective asset allocation to suit your risk tolerance and timeline, and support you with regular investment updates and reviews. For sophisticated high-net-worth investors and family offices we offer access to wholesale off-market investment opportunities through Partners Private.

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Superannuation Strategies

When you retire, you have the chance to enjoy what you have painstakingly built over the years. Therefore, it is crucial to establish the appropriate framework to maximize your wealth accumulation. If you opt for a self managed super fund (SMSF), our team of SMSF experts can simplify the administration process for you. Additionally, our meticulous SMSF audit process ensures that your SMSF always meets the necessary regulations, providing you with peace of mind.

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Retirement Advice and Transition to Retirement

Do you believe you will have enough money to retire comfortably? Do you have a strategy in place now as to how you will fund your lifestyle and income needs throughout retirement? The years leading up to retirement hold many opportunities to significantly boost retirement savings. Our financial advice team specialise in retirement planning and tax minimization strategies so that your finances are in the best shape possible by the time you retire.

Wealth Protection

Our experienced financial advisors will recommend the right level of insurance cover to look after the financial security, retirement plans and wealth creation strategy of you and your family.

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Wills & Estate Planning

Leaving a well-constructed legal Will and estate plan behind when you die is a crucial and compassionate thing to do for your loved ones and ensures that your assets are distributed according to your wishes in a tax effective manner. Our legal team can work with your financial advisor to put together a comprehensive estate plan that ensures all aspects of your legacy are considered and managed according to your wishes and in the best interests of your family.

Business Succession Planning

If you’ve spent years building a business you want to know that it will be in good hands once you decide to step away. We work with you and your business partners or family to set your business up for future success.

Lending and Mortgage Broking

If you are purchasing a home or investment property, buying a business premises, financing a commercial development, securing your business cashflow, taking out a limited recourse buying arrangement (LRBA) via your SMSF, or needing finance for anything else, our lending team are here to assist you.

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Aged Care Advice

Aged care can be a complex and quite emotional topic for many families. Our aged care advice will provide a clearer pathway to making the right choices and achieving the best outcomes for your ageing loved ones.

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PRPIA Pty Ltd (ABN 61 144 888 433) trading as Partners Retirement Planning is an authorised representative of Charter Financial Planning Ltd ABN 35 002 976 294, Australian Financial Services Licence and Australian Credit Licence No. 234665.

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