Private Wealth Partners is an Australian financial services provider specialising in helping clients build wealth and maintaining it throughout retirement. We manage over $700 million in funds under management which makes us large enough to leverage better opportunities for our clients but small enough to meet each individual’s needs.
We partner with many of the world’s largest and most talented investment managers and advisers in order to help our clients reach their goals through a rigorous and well researched process. Our extensive experience and network allows us to deliver thoughtful insights and innovative solutions.
We provide our clients with a full spectrum of services including investment, superannuation (including self managed super funds), retirement, insurance and estate planning advice.
A new breed of adviser
We make it our business to understand your real issues by not just putting your information into a program and spitting out a host of products and investments that don’t really address your objectives. We focus on goals based investing because real results aren’t determined by benchmarks and indices but success is measured each year by achieving your family’s individual goals. Getting a return on your investments means nothing if it is not getting you to the place you really want to be.
Goals based investing
Our focus is not just on products, investments and performance but our success is measured by the achievement of our client’s individual goals. In this way the overall strategy is designed around each of our client’s goals. This may mean that you are presented with “choices” as to which goals to address first and then decide on a path to achieve them. We also look at the risks to your goals and compare different scenarios that could derail your financial journey.