Partners Wealth Group

I had a great experience with Lisa recently.
She is thorough and has the backing of a good team. Overall was a great experience.
I would recommend her to friends and family.

Thank you to Lisa Taylor for helping me out
Her attention to detail was outstanding and I really appreciate the care she showed me in my current circumstance. I would highly recommend her as a Financial Advisor and look forward to a long relationship with Lisa in this capacity

We have been dealing with Partners Wealth Group for a number of years and have found Lachlan to be very obliging and helpful.

Just refinanced our mortgage with PWG and the process could not have been smoother. Katherina and Mitchell are extremely proactive in their communications and also secured our new loan application really quickly. Would definitely recommend them, especially if you find the world of finance overwhelming.

Super professional and allowed for the flexibility and agility we needed. Would highly recommend Kath personally as fundamental to our wealth acquisition and management.

Review meeting 13/5/22
Covered all the information we wanted. Included opportunities and projections based on sensible assumptions

Our accountant recommended Partners in 2011 for investment advice.
Patrick Barry explained all options available to us in detail, guided through decision making, and then managed the investments for us (SMSF).
We found him to be consultative, professional and effective.
Following a change in family circumstances Patrick advised, and I concurred, changing the management of my investments to implement a more tax effective strategy.
I have used Partners Wealth Group for 11 years and throughout this time they have shown excellence in their field.
In particular Patrick Barry who has been my primary point of contact has been helpful, supportive, effective, and available.
An ethical member of an ethical company.

James T and his team at Partners Wealth Group were fantastic. The team were thorough, attentive to our needs and incredibly efficient in progressing our loan application. What really stood out to me was how personable the team were as well as consistently and meticulously keeping us informed every step of the way through the whole process. Don't hesitate to contact Partners Wealth Group if you are seeking a streamlined service from a tremendously friendly and diligent team.

Patrick Barry has been extremely helpful and understands our requirements.
I cannot recommend him highly enough.
We have been dealing with him for a lot of years now.
Kind regards Ken and Caroline Dyson

Lawrence has been an incredibly valued financial planner for my husband and myself over the last eight years. After going through health issues, financial battles and more together, I feel like I am supported by not only the best, but a caring friend. If you need someone to offer support and guidance, I cannot recommend his services enough. My entire family have now become clients and any friends who are seeking advice I’m sure to send them his way. Truly if you want somebody you can trust, he is the perfect man to go and see.

Partners Wealth Group have been so good to deal with. They have provided us with great advice to ensure our financial security. The staff are professional, friendly and responsive. Highly recommend.

Pat and his team at PWG were outstanding. They were very accomodating and easy to deal with. I am a doctor and was looking for some advice to set up my young family. They met all of my expectations.

Our family have been a client of PWG for 15 years. Throughout that time they have provided us many services including asset management through family trusts and a self managed super fund, legal services including wills, and keep on top of our various regulatory compliance. At all times they have been professional and honest, and have spent considerable effort to understand the needs of our ever changing lifestyle. They genuinely have our best interests at heart and have greatly enhance our financial situation as a result. I would highly recommend Mathew Cassidy and his PWG team if these things are important to you too.

I have been a client of PWG and advised by Rob Hand for a number of years now. I have always found their services professional, insightful and client focussed. Would highly recommend PWG for those who want to build and protect their wealth.

I had a fantastic experience with Partners Lending Team. My loan was organised quickly and efficiently, at a competitive rate. I was impressed with their accommodating service, as I was able complete this transaction while overseas. I would definitely recommend using this team!

Ben Savige has managed our account for some time now and has always had our best interest at hand. We are updated and advised of changes and recommendations that come forward. It is with please write this review and recommend Partners Wealth group to anyone looking for professional service.

Partners Wealth Group has been handling my superannuation investments for the last 15 years or so. During that time, I have been very satisfied with their financial and professional services. I have also enjoyed my interactions with Chris McMahon and Rob Hand (among others) and have found them very friendly and enjoyable to deal with.
Dr David Woodhouse

My experience with Partners Wealth Group (PWG) and in particular Rob Hand over a span of a decade has been very satisfying. I wholeheartedly recommend the services of PWG to anyone who requires high value and reliable professional financial services.

My dealings with Laurence and Tyson have given me first class service.
They were very prompt with my recent request and have always been available to me when required.

We have been with Partners Wealth Group for a number of years now and our experience has been overwhelmingly positive. With regular online monthly market assessments, portfolio updates and changes. We feel that we are not only being kept updated, but also why changes are made. Rob Hand has been our go to person at Partners Wealth. We enjoy his regular catch ups and find him professional but well grounded and easy to understand. Highly recommend the business and it’s people. 5 stars.