Partners Wealth Group
Address | 13/636 St Kilda Rd, Melbourne VIC, Australia |
Phone | +61 1800 333 143 |
Hours | 08:30-17:30 |
Website | www.pwg.com.au |
Categories | Financial Planner, Investment Service, Legal Services, Mortgage Lender, Superannuation Consultant |
Rating | 4.9 47 reviews |
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Partners Wealth Group reviews
47I would highly recommend Partners Wealth Group and particularly Robert Hand and team. Very knowledgeable, trustworthy and professional.
Tom Clancey was a pleasure to deal with. He helped me with all of my insurance needs and did so in a timely and professional manner. Would highly recommend him!
I only have positive comments for Brady Black and the team he works with.
Nice people, alway postive and most importantly gets things done.
And can play a nice game of golf.
Have been dealing with Partners Wealth Group, and in particular Jacklyn Li, for three years now during which time my queries have been dealt with in a very timely manner. Jacklyn has been most knowledgeable, efficient and helpful with regard to SMSF's and I appreciate and thank Jacklyn for her assistance. I have found the audit process both thorough and professional.
Service is quick and efficient. Responses to emails are prompt and to the point. No concerns or reservations
Partners Wealth Group have been incredible partners with us in supporting our financial wellbeing and growth now for many years. Our experience with them and in particular our advisor Renato Di Candido has been brilliant. We highly recommend their services.
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.
Cedric is great to work with. Communication, Professionalism and an efficient approach is what Cedric is all about. Such a delight to work with. Thankyou Cedric
Naomi from Proctor Major Wealth was lovely to death.
Her friendliness and patience made my conversation with her very easy.
Naomi answered my many questions with enough detail to allow me to understand well.
I'm sure that I will speak to her again.
We have always been aware that Jack Tossal is prompt and efficient in dealing with matters that we or our tax agent have queries about.
We have been given sound and well explained advice from Patrick Barry and Jack Tossol. Additionally we have been kept very well - informed with reviews and very prompt responses to queries.
Mathew Cassidy and the staff at PWG have done an amazing job of managing our super fund for over 15 years and we couldn’t recommend them highly enough.
Bob and Bev Tozer
Originally referred by our accountant, we have nothing but pleasure in recommending PWG to anyone looking for sound advice and real support. Mathew Cassidy is our advisor and has been incredibly helpful over the many years we’ve been with Partners. Mathew arranges all our financial interests along with the support of his associates. We’ve also used the Legal team with setting up our Wills and Testamentary Trusts. The Legal team also assisted enormously with an issue with a bank guarantee getting a mediation session outcome to our immense satisfaction. Their reporting, follow-up, contact, monitoring and all other aspects of our financial wellbeing could not be in better hands. Thanks Mathew and the team.
Great team effort and was kept well informed to end up with a great result over a few difficult items which were overcome with the expertise of your team
Luke Andrews was professional, immensely helpful and extremely understanding in advising the most suitable way forward in moving my mother to aged care. His assistance eased much of the stress I felt. I can't recommend him highly enough.
We have been clients of Partners Wealth Group and Mathew Cassidy for over 10 years and in that time have consistently been provided with advice which is professional, thorough and proactive. We would thoroughly recommend this company.
Carolyn has been amazing. She not only gets the work done effectively and efficiently, she also keeps your wellness and personal needs in check. A patient, caring, kind and knowledgeable person, one I have and will continue to recommend to others.
Rob has been and will continue to be great help with our future planning. He provide's a one on one, face to face and clear strategic planning for future wealth. We recomend his service. MM
Lisa Taylor has given us good financial advice without overestimating our financial capabilities. Lisa has given us the confidence to continue with her advice knowing that our future retirement plans are in good hands.
We are very pleased with the quality of the service and advice we receive from Rob Hand and Partners Wealth Group and would have no hesitation in recommending Rob's service to any prospective clients.