We are proud to announce that three Partners Wealth Group advisors have made the esteemed Barron's Top 150 Financial Advisors 2024 list:

• Mathew Cassidy, Managing Director ranked #4
  This is the fifth consecutive year that Matt has ranked and his highest ranking to date.
  
  
• Rob Hand, Director of Wealth ranked #16
  This is the second consecutive year that Rob has ranked and his highest ranking to date.
  
  
• Laurence Poulter, Strategic Advisor and Partner ranked #65
  This is the first year Laurence has appeared in the list and coincides with him heading up the businesses expansion into Sydney and New South Wales.

The Barron's Top 150 Advisors list is run in conjunction with The Australian and is arguably the Australian financial advice industry's most esteemed ranking of advisors. The ranking is a guide to consumers looking for financial planning, wealth management and investment advice, and a scorecard that advisors use as a benchmark. Achieving a ranking is an extraordinary achievement and a testament to an advisor’s expertise and commitment to clients.

Applicants are required to complete a comprehensive 60-question form which is assessed by Barron's. The formula to calculate the ranking is based on three general categories:

• Client assets managed by the advisor
• Fees and revenue generated by their business
• The quality of the advice business

The full list of ranked advisors is published in The Australian each.

Please click here to view the article.

Partners Wealth Group provides clients with a complete and holistic wealth solution.

When you partner with us, you can count on a collaborative and personalised approach to helping you achieve your financial and lifestyle goals. No matter how simple or complex your own situation is, we’ll work with you, your family and your accountant to tailor our innovative financial solutions towards you achieving your own financial freedom.  

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