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Partners Wealth Group

Address Level 1, Unit 3/6 Lyall St, South Perth WA, Australia
Phone +61 1800 333 143
Hours
Monday08:30-17:30
Tuesday08:30-17:30
Wednesday08:30-17:30
Thursday08:30-17:30
Friday08:30-17:30
Website www.partnerswealthgroup.com.au
Categories Financial Planner
Rating 5 22 reviews
Nearest branches
WMP Group / Wealth Management Partners — 106 Burswood Rd, Burswood WA
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Twilight Financial Planners — 2/85 S Perth Esplanade, South Perth WA

Partners Wealth Group reviews

22
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Dee
02 November 2023 10:38

I would like to take this opportunity to thank Andrew Wieman for all the assistance he has provided to me over the past 7 years.
His guidance has been instrumental in assisting me with some significant life events…. And I am super grateful for his genuine approach in supporting me.
I would also like to acknowledge Adele…as whilst she works behind the scenes, her friendly and organised approach doesn’t go un-noticed.

Graham
22 October 2023 14:53

Andrew Wieman has been handling our SMSF and investments for a while now and we could not be happier. Andrew's knowledge and professional advice has always been sound and Andrew has always been on top of market changes that would affect our growth. Having a knowledgeable and proactive financial advisor is crucial for us in ensuring our financial well-being for the future.

renai
05 October 2023 18:22

Very informative and very helpful would recommend Andrew to anyone looking for financial advice.

Jenny
21 August 2023 9:51

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

Donna
28 June 2023 17:35

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!

Veronica
16 June 2023 7:23

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.

Jo Ewing
16 June 2023 5:56

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.

Nicole
19 August 2022 15:48

Chris is very knowledgeable in the current share market and financial trends. He explains it all in terminology that we can understand and keeps your goal of financial independence at retirement as a priority. We feel very comfortable and trust his guidance in this journey.

Suzanne
15 July 2022 5:47

I found Chris professional, approachable and knowledgeable in his field. Very thorough meeting which I hope to be part of long term.

Susan
23 June 2022 2:00

Outstanding service.
Initially I was a little anxious about meeting and having a financial planner help us with our affairs but Chris Periera was helpful, patient clear and concise.
There is no ambiguity about what they can do for us, fees, obligations and expectations laid out transparently and it was a meeting I left feeling that I know this man / business will do their upmost to manage our finances to achieve our goals.
Thanks so much.

Kate
06 June 2022 20:15

Reliable, patient, clear and supportive

Partners Wealth Group has been managing my parents super/pension for the last 15 or so years - if you knew my Dad, this would be testament enough to their professionalism and reliability.
With my Dad's recent passing my brother and I were left to manage his assets and the ongoing care of my unwell mother. Carolyn and her team made the financial (and emotional) side of this alot easier to manage.
Carolyn was able to guide us through the closing of Dad's estate and the financing of my Mum's ongoing care - all done with compassion, patience, clarity and in keeping with my Dad's ongoing wishes.
Thank you, Carolyn.

Tara
02 June 2022 14:42

We are extremely satisfied with Carolyn Roper's management of our investments. Carolyn is friendly and has great communication skills; she explains investment options in a way that is easy to understand. We wouldn't hesitate to recommend Carolyn for investment advice and management.

Robyn
28 May 2022 9:22

Carolyn always has our interests at heart and her ongoing assistance with various areas of our investments is valued. Would highly recommend her to anyone requiring a genuine adviser.

Taryn
26 May 2022 3:23

I was recommended Partners Wealth Group by a friend. I cannot speak highly enough of them. New to the world of financial advice, I have been treated with honesty and respect. Many thanks to Carolyn Roper for her patience and good humour.

Greg
18 May 2022 3:31

This review is for Mr Andrew Wieman a Senoir Financial Advisor at Partners Wealth Group. I have had Andrew for quite a few years looking after my financial interests. He has always provided excellent advice and a superior professional attitude towards my needs. I cannot reccommend him highly enough to any prospective clients.

Ansis
17 May 2022 23:50

Ben Armstrong, senior financial advisor of Partners Wealth Group Perth Office has been our financial advisor since 2007. He has set up our families two indipended Super Funds that have provided us with a worry free and very comfortable financial life style that has alowed us to travel and enjoy all the finer things inlife.
We have two formal reviews per year when he up dates us on any changes to our portfolios that he belives would benificial, and is allways availlable on the phone in bettween.

Judi
10 May 2022 6:08

I reached out to Andrew Wieman in 2017 when I was experiencing difficult circumstances. He immediately provided practical advice and organised my financial affairs. I trust Andrew explicitly and appreciate his insights and knowledge of the financial markets. It's reassuring that Andew established a portfolio that supported my personal circumstances. I remain a loyal client.

Bev
07 May 2022 23:13

Our time and experience with Benjamin Armstrong has been nothing short of exceptional. He is professional, honest and reliable, I wouldn't trust anyone else to look after my affairs. Thanks Ben

Michele
18 April 2022 10:52

I’ve known Andrew for a number of years now. He is always helpful and is very knowledgeable, because I’m not lol. Andrew has looked after my portfolio with great success. Always a phone call or email away replying very quickly.

Marie
15 April 2022 10:40

I have been using Andrew’s services for a number of years and Andrew has always been professional

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