Partners Wealth Group
About the Business
Welcome to Partners Wealth Group, located at 636 Saint Kilda Road in Melbourne, Australia. As an accounting, finance, and establishment institution, we pride ourselves on helping our clients navigate life's financial decisions.
At Partners Wealth Group, our clients can trust that we always have their best interests at heart. We are committed to delivering tailored and innovative wealth management solutions that align with their financial and lifestyle goals. Our personalized approach ensures that each client receives individualized financial strategies to guide them towards financial security.
With our expert advice and guidance, clients can explore and fulfill their life goals. We believe in providing comprehensive and holistic wealth solutions that set us apart from other institutions. Our award-winning team of experts is here to support our clients throughout every stage of their life's journey.
The June 2023 quarter was a positive one for equities, marking a recovery from the weak performance in the first quarter. This can be attributed to a resilient economy and labor market. Services were particularly strong, and spending seemed to come from cash reserves that were drawn down by households and corporates.
The recent interest rate rises have been a cause for concern among many Australians, impacting borrowing capacity and the cost of living. Additionally, the upfront cost of stamp duty when purchasing a home is a significant burden for homeowners.
In the 2023-2024 Federal Budget, there was a strong emphasis on the cost of living and establishing a stronger, secure economy. From an SMSF perspective, we were pleased to see no unexpected changes that would significantly impact the sector or superannuation as a whole. The Government's proposed $3 million tax threshold for superannuation balances was also continued.
At Partners Wealth Group, we believe in doing things differently, but better. We are dedicated to providing our clients with exceptional service and tailored solutions to help them achieve their financial and lifestyle goals. Trust us to be your partner in navigating life's financial decisions.
Photos
Location & Phone number
636 Saint Kilda Road, Melbourne, Victoria 3004, Australia
Hours open
Monday:
8:30 AM - 5:30 PM
Tuesday:
8:30 AM - 5:30 PM
Wednesday:
8:30 AM - 5:30 PM
Thursday:
8:30 AM - 5:30 PM
Friday:
8:30 AM - 5:30 PM
Saturday:
8:30 AM - 5:30 PM
Sunday:
8:30 AM - 5:30 PM
Reviews
"Lisa was very helpful with her advice. Well prepared. On time for our appointment and succinct in her advice and information. She followed up our discussion with more information that she promised to send and made herself available for any further assistance thatI might need in the future. I felt that my money was in good hands and that I was being well taken care of."
"We have been clients of Partners Wealth Group for almost a year now and I just wanted to say how happy we are. Retirement comes around very quickly and to be honest, I wasn’t sure how everything would work. Our accountant had been assisting us with our Superannuation and then introduced us to Partners Wealth Group. We are looked after by Ben Savige and he has been amazing. It is a very big decision, and you need to have trust, confidence and a good rapport with this person. You need a good professional relationship where you can be confident that this person knows their stuff! You also need to have a relationship where you like the person so you can feel comfortable to say or ask any questions. Ben has been extremely thorough in his presentations to us and helped us to understand how everything will work, this was extremely important. The information was presented well and there was no problem if we required further clarification on anything we weren’t sure of. Our belief has always been to surround ourselves with experts in their field, who are good people and have been introduced to us through recommendations from others who we respect and trust. Ben certainly fits that criteria and I am happy to say we are pleased to have made our decision to work with Ben Savige and his team at Partners Wealth Group."
"We have been dealing with Andrew Wieman for many years he is very friendly, professional, easy to talk to & actually listens to what you want. We would not hesitate to recommend him to anyone wanting a friendly face & good listener to look after their financials. He has taken us thru our working life into Pension mode & we are very happy with him. Wishing him every success in the future."
"Luke from Partners Wealth Group was an absolute pleasure to deal with, he helped us through some very trying and upsetting times. When ever we would need to speak with him, he was always calm and listened to our needs and helped us to acheive what we had to. Highly recommend. Karen"
"I am a relatively new client with Partners Wealth Group and have been happy with the level of support that I can access . Brady Black is my contact person and has given good support . He is always easily accessed by phone or email and keeps me updated with any changes to my Portfolio. Brady regularly has face to face meetings with me in my home town , and is willing to listen to any concerns that I have . Overall a very positive experience with Partners Wealth Group"
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