Partnering with us
For more than 20 years, we’ve held one belief – we achieve more through collaboration. That’s why Partners Wealth Group is the trusted partner of hundreds of leading accounting practices to provide a comprehensive range of strategic business and financial advice services.
Why partner with us?
With our in-depth and market-leading expertise in strategic advice, legal, lending, superannuation and investment management, partnering with us enables you to unlock greater value in your accounting practice, and to strengthen your client relationships by providing integrated wealth and accounting solutions.
When you partner with us you can choose from one of our three engagement models depending on the style of your practice and how you like to work with your clients.
Referring your clients to Partners Wealth Group is just like taking care of them yourself. We will assign you a dedicated team of specialists to provide your clients with the highest calibre financial planning advice, backed by a commitment to service. This engagement model is designed for accounting firms who want to provide ad hoc referrals during the year but want to ensure their clients receive the best advice.
For a deeper level of engagement, we have our Partnership Program which sees your firm having a dedicated financial advisor assigned to your business. This advisor will help drive client engagement and provide financial advice to your clients.
Partnering with us provides you access to additional services, such as marketing support and client seminars to help you grow your business. You will receive regular client progress reports and take part in joint client presentations to help keep your clients informed and engaged.
You can choose to set up a full service, financial planning business within your own practice as a joint venture with Partners Wealth Group. This model allows you to have ownership in the wealth business, a more formalised relationship with Partners Wealth Group and to benefit from having one of Australia’s leading advice firms managing all components of running a wealth business.
Our joint venture engagement model has been operating since 2012. Over that time, we have partnered with culturally aligned accounting firms to now have 11 joint ventures across Australia and have seen our accounting partners unlock $20,000,000 worth of value from their accounting firm.
To find out more and discuss how we can work together with your practice, contact Luke Ball today on firstname.lastname@example.org.