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Partners Wealth Group
6 Lyall Street, South Perth, Western Australia, Australia
About Partners Wealth Group
Welcome to Partners Wealth Group, located at 6 Lyall Street in South Perth, Australia. As an establishment in the finance industry, we are a point of interest for individuals seeking expert guidance in navigating life's financial decisions.
At Partners Wealth Group, we prioritize our clients' best interests and strive to deliver tailored and innovative wealth management solutions to help them achieve their financial and lifestyle goals. Our personalized approach ensures that we create individual financial strategies to guide you towards financial security.
With our team of award-winning experts by your side, you can trust that we will support you throughout every stage of your life's journey. We believe that great teams are capable of achieving great things, and we are dedicated to providing you with a complete and holistic wealth solution that sets us apart from the rest.
In the recent June 2023 quarter, equities experienced a healthy recovery from a weak performance in the first quarter. This positive trend was supported by a resilient economy and labor market, with strong services and spending sourced from cash reserves.
However, we understand that the recent interest rate rises have caused concern for many Australians, impacting borrowing capacity and the cost of living. Additionally, the upfront cost of stamp duty when buying a home can be a significant burden for homeowners.
In light of these challenges, the 2023-2024 Federal Budget has placed a strong emphasis on addressing the cost of living and establishing a stronger, secure economy. From an SMSF perspective, we are pleased to report that there were no unexpected changes likely to significantly impact the sector or superannuation more broadly. The Government's proposed $3 million tax threshold for superannuation balances has also been continued.
At Partners Wealth Group, we pride ourselves on doing things differently, but better. We believe in providing our clients with tailored, expert advice to help them explore and fulfill their life goals. Our commitment to your financial success and well-being is what sets us apart. Join us today and experience the Partners Wealth Group difference.
Photos of Partners Wealth Group
Level 1, Unit 3/6 Lyall St, South Perth WA 6151, Australia
Opening hours of Partners Wealth Group
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Day off
Sunday:
Day off
Reviews of Partners Wealth Group
"Andrew is a reliable honest and experienced financial manager. I totally trust his advice and management, and he provides considered knowledgeable advice tailored to ones personal needs"
"We have always found Andrew to be readily available to answer any queries, professional and very knowledgeable. I’m feel good to know that he has looked after my husband and myself and now he will be looking after my son. Excellent customer service."
"We have been fortunate enough to receive sound financial advice from Andrew Wieman for some years now after luckily being referred by a trusted friend. Prior to this we were both stressed and terrified as to what our future might hold and how to manage transition into retirement. We have had many ups and downs throughout our life and after the very first consultation we both came away from our meeting with Andrew with a sense of hope and relief. The advice from Andrew is well considered, explained clearly, suited at all times to OUR needs and is practical and flexible if needs be. Andrew is generous with his time and he is an honourable man who is passionate about genuinely helping people."
"Andrew Wieman has been looking after our investment portfolio for years now and I cannot recommend him highly enough. We trust his judgement and he goes well beyond the extra mile, also he's just a decent guy! His team member Adele is also lovely and provides excellent service. We live our full time sailing lifestyle largely due to the great advice provided by Andrew and Adele at Partners Wealth!"
"Chris has been handballed our accounts fairly recently and has been very patient with my reluctance to come to Perth for consultation. I say 'handballed' because PWG seems to have a rotating door of financial advisors. We have had three since 2018, two of whom left the company without explanation. Chris is the third. I am not in a position to make any judgement about Chris yet, beyond saying he has been more efficient than I probably deserve. I look forward to experiencing a lasting relationship with him. My three stars relates to my view of the company rather than Chris. Trevor Hulcup"
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