What Partners Wealth Group does

Partners Wealth Group is a privately-held Australian wealth management firm founded in 2004 and headquartered in Melbourne, operating across four Australian cities (Melbourne, Sydney, Perth, and Busselton) with associated entities in legal, lending, SMSF administration, aged care advice, and wholesale investment management. The firm reports approximately $6 billion in assets under advice. Its core technology is a cloud-based SMSF administration platform providing real-time access to member balances, investment values, pension withdrawals, contributions, and live financial statements, supplemented by a client portal and proprietary diagnostic tools (Wellbeing Blind Spot Calculator, Business Case Builder) used in its Executive Advisory Service.

The business model is an integrated, fee-for-service wealth advisory offering delivered primarily through face-to-face relationships with high-net-worth individuals and families, complemented by a distinctive joint venture model with accounting firms that has operated since 2012 and now spans partners in Victoria, New South Wales, and Western Australia. Revenue is diversified across financial advice fees, lending commissions (Partners Finance Solutions), SMSF administration and compliance, legal services (Partners Legal Solutions including wills, estate planning, and corporate law), unlisted wholesale investments via the wholly-owned Anseres Capital, and a newer employer-sponsored Executive Advisory Service targeting corporate executives. The firm serves customer segments including HNW individuals and families, SMSF trustees, corporate executives, former elite athletes, families navigating aged care decisions, and accounting practices as JV partners.

Strategic positioning is reinforced by independent recognition: Managing Director Mathew Cassidy ranked #1 in Barron's Top 150 Financial Advisors 2025 (sixth consecutive year on the list), with four advisors placed in the top 1% of Australia's 15,500 financial advisors. Recent strategic activity (Assurity Financial Planning acquisition in August 2025, Investment & Financial Partners acquisition in February 2026, Sydney expansion, and the Hockey Australia Alumni Partnership) points to active national and segment-level growth. Commercial pricing is not publicly disclosed and is delivered via transparent fee-for-service billing, subscription-style arrangements for SMSF administration and Executive Advisory contracts, and transaction-based lending commissions.

Name

Partners Wealth Group

Legal name

Partners Wealth Group Financial Advice Pty Ltd

Website

https://pwg.com.au

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

51–100 employees

Short description

Partners Wealth Group is a privately-held Australian wealth management firm offering integrated financial advice, investment management, lending, SMSF administration, legal services, and aged care advice to high-net-worth individuals and families across Melbourne, Sydney, Perth, and Busselton.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

Keywords

• Wealth management services
• Financial planning advice
• Investment management
• Mortgage broking services
• SMSF administration

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advice Fees: Fee-for-service model for financial planning and wealth advisory services. Charges discussed during initial consultation with transparent fee structure.
2. Lending & Mortgage Broking: Partners Finance Solutions provides mortgage broking and lending services. Revenue likely generated through trail commissions and upfront commissions from lenders.
3. SMSF Administration & Compliance: Self-managed super fund taxation, administrative services, and compliance including income tax returns, GST returns, BAS, financial statements, and ASIC agent services.
4. Legal Services: Partners Legal Solutions provides legal services including wills, estate planning, corporate law, property law, and litigation. Revenue model includes retainers, hourly rates, fixed fees, and success fees.
5. Investment Management: Investment management and wealth management services for clients including access to unlisted investments through Anseres Capital for wholesale/sophisticated investors.
6. Executive Advisory Service: Employer-sponsored financial wellness programs for corporate executives, with pricing tailored to scope and scale of business requirements.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

Partners Wealth Group provides integrated wealth management and financial advisory services to high-net-worth individuals and families across Australia. Core offerings include financial planning, investment and wealth management, lending and mortgage broking via Partners Finance Solutions, insurance and wealth protection, superannuation and SMSF administration, aged care financial advice, legal solutions via Partners Legal Solutions, and access to unlisted wholesale investments via Anseres Capital. The firm also operates an Executive Advisory Service offering employer-sponsored financial wellness programs for corporate clients, supported by a joint venture distribution model with accounting firms operating since 2012.

Product overview

Partners Wealth Group is a diversified Australian wealth management firm offering an integrated suite of financial services through multiple specialized sub-brands. The core offering centers on financial advice, investment & wealth management, insurance protection, superannuation/SMSF services, and aged care advisory. Distinct business units include Partners Finance Solutions (lending & mortgage broking), Partners Legal Solutions (legal services including estate planning and corporate law), and Anseres Capital (unlisted/wholesale investments). Additional services include an Executive Advisory Service for corporate clients and digital tools such as Wellbeing Blind Spot and Business Case Builder calculators. The firm operates a joint venture model with accounting practices and serves clients across Melbourne, Sydney, Perth, and Busselton.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Advice Broad-based integrated wealth management and financial planning service covering careers, home buying, business establishment, wealth creation, retirement planning, and aged care. Delivered by experienced financial advisors in face-to-face advisory relationships for individual clients and families across all life stages.
• Investment & Wealth Management

Quantifiable outcome

• Managing Director ranked #1 in Barron's Top 150 Financial Advisors 2025, sixth consecutive year on the list
• +4 more outcomes

Named customers10 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Ten partnerships are on record, tiered core and minor.

• Hockey AustraliacoreGTM or Marketing Partner · 23 July 2025Partners Wealth Group is the first official Alumni Partner of Hockey Australia. The partnership supports alumni engagement activities including events, financial wellbeing initiatives, and education sessions. The firm provides financial guidance specifically designed for athletes transitioning to life beyond elite sport, covering wealth accumulation, superannuation, insurance, and lending solutions.
• Melbourne University Blacks Football ClubminorGTM or Marketing Partner · 1 January 2020Principal Partner and Platinum Sponsor of the Melbourne University Blacks Football Club since 2020. Director of Joint Ventures Patrick Barry serves as President of the club. Partnership reflects aligned values of trust, teamwork, and forward thinking.
• OHM Chartered AccountantscoreStrategic or Co-development PartnerJoint venture partner since 2012, one of the longest-standing partners in Victoria. OHM operates a full-service financial planning business in joint venture with Partners Wealth Group.
• Karaco AccountantscoreStrategic or Co-development PartnerJoint venture partner since 2016 in Victoria. Karaco provides integrated accounting and wealth services through the partnership.
• Ipsum AdvisorscoreStrategic or Co-development PartnerJoint venture partner since 2018 in Victoria, providing integrated wealth management services through the partnership.
• PGP ConsultingcoreStrategic or Co-development PartnerJoint venture partner since 2020 in Victoria, offering comprehensive financial planning services.
• TWB Chartered AccountantsminorStrategic or Co-development PartnerJoint venture partner since 2024 in Victoria, representing a newer partnership in the joint venture network.
• Harrington McNamaracoreStrategic or Co-development PartnerJoint venture partner since 2013 in New South Wales, one of the longest-standing NSW partners.
• Bentleys NewcastleminorStrategic or Co-development PartnerJoint venture partner since 2023 in New South Wales, expanding the firm's presence in the NSW market.
• Anseres Capital Investments Pty LtdcoreTechnology or IntegrationAnseres Capital Investments Pty Ltd AFSL 483842 serves as the investment manager for Partners Wealth Group's unlisted investment opportunities, providing access to wholesale off-market investments for sophisticated investors.

Scale indicators7 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Shadforth Financial Group: Privately held Australian wealth advisory firm providing holistic financial planning and investment services to HNW individuals — directly comparable in service offering, client segment, and scale.
• Morgans Financial: Australian full-service wealth advisory, stockbroking, and corporate advisory firm — comparable in offering integrated advice, investment management, and lending services to HNW clients.
• Centrepoint Alliance: Mid-market financial advice and accounting network in Australia operating joint venture and referral models with accounting practices — closely comparable to PWG's accountant-aligned distribution strategy.
• Bridges Financial Group: Australian integrated accounting and wealth advisory firm combining accounting, financial planning, lending, and SMSF services — comparable multi-disciplinary model serving HNW clients.
• Ord Minnett: Privately held Australian private wealth manager offering investment advice, portfolio management, and stockbroking — comparable in serving HNW clients with an integrated wealth proposition.
• Count Limited: Australian accounting and wealth advisory network providing integrated financial services to accounting firm partners — directly comparable to PWG's JV model with accountant practices.

Broad incumbents

• Insignia Financial (formerly IOOF): One of Australia's largest wealth management groups, with a broad portfolio spanning advice, superannuation, platform/IDPS, and investment management — comparable as a comprehensive wealth platform serving HNW and mass-affluent clients.
• AMP Limited: Australia's largest incumbent wealth manager offering financial advice, superannuation, platforms, and investment management — overlapping with PWG's core advisory and SMSF proposition at much larger scale.

Emerging players

• Heffron SMSF Solutions: Specialist Australian SMSF administration and technical services provider — comparable on the SMSF administration pillar of PWG's offering and a potential tuck-in target or partner.
• Pitcher Partners (Wealth Advisory): Australian mid-tier accounting and advisory network with embedded wealth advisory services — partially comparable as an accountant-aligned wealth distribution competitor in the same HNW segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/partnerswealthgroup
• LinkedInlinkedin.com/company/partnerswealthgroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Partners Wealth Group