Our Services

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.

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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A personalised approach to helping you achieve your financial and lifestyle goals

At Partners Wealth Group, we think we do things a little differently, but better.

Our team of diverse and highly specialised experts work closely with your accountant or other trusted advisors to form a comprehensive wealth strategy. This genuine approach to collaboration is at the heart of our philosophy of being stronger together and is encapsulated in our logo design of three geese flying together in formation, representing our clients, our partners and ourselves working together for better outcomes.

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