Private Wealth Partners is an Australian privately owned and operated financial services provider specialising in helping clients build and maintain wealth throughout retirement. With over $1.6 billion in funds under management, the company is large enough to leverage better opportunities for clients while remaining small enough to cater to individual needs. The team at Private Wealth Partners consists of trusted advisers who work collaboratively with a network of professionals, including accountants, lawyers, investment bankers, and insurance brokers, to ensure the best possible outcomes for clients.
At Private Wealth Partners, the focus is on goals-based investing, where the team helps clients understand the choices available to them and make informed decisions about their financial future. By drawing on over 50 years of industry experience, the company aims to tailor solutions that align with each client’s unique objectives. Unlike advisers tied to banks or large institutions, Private Wealth Partners prioritizes client interests, ensuring that the financial path chosen is the best fit for the individual.
Private Wealth Partners offers a comprehensive range of services, including investment advice, superannuation management, retirement planning, insurance solutions, and estate planning. The company partners with leading investment managers and advisers globally to deliver thoughtful insights and innovative solutions to help clients achieve their financial goals. With a commitment to understanding clients’ real issues and designing strategies around their specific goals, Private Wealth Partners stands out as a new breed of financial adviser dedicated to client success.