INDIVIDUALLY TAILORED FINANCIAL ADVICE
THE RIGHT ADVICE STARTS WITH THE RIGHT TEAM
OR CALL 02 9888 4764
As trusted advisers we believe we are part of a team. This includes other business professionals such as accountants, lawyers, investment/private bankers, mortgage brokers, property specialists, SMSF administrators and insurance brokers. Our objective is to leave no stone unturned and to ensure the best possible outcomes for clients. We use our experience and business connections to ensure both the investment and technical aspects of our advice are industry leading.
The Collaborative Approach
Mortgage Broker
Investment Banker
SMSF Administrator
Insurance Brokers
Property Specialist
Lawyers
Accountant
Private Banker
We deliver tailored advice because life is about choices and each journey is different
Private Wealth Partners is an Australian privately owned and operated financial services provider specialising in helping clients build wealth and maintaining it throughout retirement. Since we are not owned by the banks or any large institutions our interests are solely aligned with our clients. We manage over $1.1 billion 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.
What we do?
At Private Wealth Partners, we help our clients better understand the choices laid out in front of them so that they can make an informed decision about their financial future. Our team draws on over 50 years of industry experience to ensure that we all help you find the solution that works best for you.
How we do it?
Financial advisory with a difference
Private Wealth Partners is a new breed of financial adviser. We address 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 but instead we practice “goals based investing.”
With goals based investing, the focus is about constructing your investments in a way that achieves a desired outcome in order to get you to your goals instead of strictly following a set of guidelines dictated by a questionnaire about how you view risk. Getting a return on your investments means nothing if it is not achieving your goals.
They took the time to get to know me, in order to understand my specific needs. Their genuine and honest approach reassures me I am in good hands. Together we set clear goals and I was given the strategies with which to achieve them.
Emma-Leigh
Even though you will generally be dealing with your Adviser, you will have access to a whole team of specialists. Each of these specialists have been vetted by us to ensure that they are the best at what they do.
Collaborative Approach
Unlike most other advisers we don’t work for a bank or institution, we work solely for our clients and put their interests first. This is important to us, it ensures that the path you take fits you best and nobody else.
We Work For You
More Than Just a Financial Planner
Our deep financial experience and relationships means that we are your first point of call with anything financially related, sort of like having your own personal CFO (Chief Financial Officer).
