Partners Wealth Group
About the company
What customers say
Based on genuine customer reviews
Partners Wealth Group is listed as a financial planner with a practice in Melbourne, Victoria, holding a 4.9 average from 296 reviews. It is categorised in the directory as a financial planner. The review count suggests an established, ongoing practice rather than a recent listing.
Reviews
Reviews are taken from publicly available sources.
I have been a client of Partners Wealth Group for 4 years, and the only regret I have is that I should have been with these advisers far earlier. They keep me informed and respond immediately to any request. More importantly, I trust them implicitly - they are a delight to deal with. I could not be in better hands and have recommended their services to friends.
Leandro was a great listener, very patient and interpreted the technical language of the annual strategic review, in simple terms that helped me to understand.
My wife and I have recently joined Partners Wealth Group (their Perth Office) after many years with another Financial Advisory Company. Any change can be daunting, but particularly so when we are now relying on the advice of a Company about which we knew very little up to 3 weeks ago. Thankfully the support and welcome we have received from Andrew Wiemann, Joel McSweeney and Thomas Brenchley has given my wife and I the confidence that the move to PWG has been the correct one. Andrew Joel and Thomas are extremely competent and therefore reassuring; they deliver on their promises and timelines; and respond very quickly to our many questions. We highly recommended the PW Group to anyone seeking professional yet friendly Financial Advice.
Our family and company have been using Partners Wealth Group for many years. They have been reliable, helpful and prompt with our investments. Lachlan and Connor have been great to deal with. Highly recommended.
Excellent, positive communication from Will at PWG. He is my calming influence. Very happy with his management of my account. I have been with them for many years.
Very helpful. Discuses options. Follows up. Encourages clarification if needed. No pressure. Ensuring clear understanding of all processes & actions. Attention to detail. Friendly & we wouldn’t be in a great financial position in our retirement without the support & guidance of PWG.
Will has provided clear, trustworthy guidance and taken the time to understand my goals. His professionalism and proactive communication have given me strong confidence in my financial decisions. I highly recommend their services.
Financial advisers & planners in Melbourne compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Melbourne are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | 360 Financial Strategists | ★ 5,0 | 438 | No |
| 2 | Choice Capital | ★ 5,0 | 95 | No |
| 3 | Priority1 Wealth Management Group | ★ 5,0 | 14 | No |
| 4 | My Wealth Solutions - Financial Advisors & Planners | ★ 5,0 | 10 | No |
| 5 | Toro Wealth Financial Advice | ★ 5,0 | 8 | No |
| 9 | Partners Wealth Group (this page) | ★ 4,9 | 296 | No |