Owen Partners is a values-based organisation advocating mutual trust, client-first outcomes, and holistic life-changing financial advisory solutions. As proud members of The Financial Planning Association (FPA) and Responsible Investment Association Australasia (RIAA), we specialize in providing exceptional financial advice built upon shared values. Our boutique firm offers bespoke, high-performance investment portfolio management and a holistic ethical advice overlay for clients seeking specialist offerings.
With a team of experts drawing upon decades of formal education, training, and hands-on experience, Owen Partners is committed to delivering transparent and ethical advice that always prioritizes the best interests of our clients. Founder Richard, a long-term member of the Australian Financial Planning Association, leads the team in helping clients achieve their goals through trusted partnerships and genuine outcomes. Board Chairman Cameron brings a wealth of financial services experience, ensuring the firm remains steadfast in its values and customer mandate.
Our multi-dimensional team, including professionals like Diana and Emily, is dedicated to providing outstanding customer service, nurturing strong relationships, and ensuring excellent outcomes for our clients. With a focus on achieving optimal financial outcomes for our clients and their families, Owen Partners values open communication, honesty, and comprehensive engagement throughout the advisory process. By working together towards common goals, we strive to help clients secure their future success and financial security.