We have been dealing with Partners in Wealth for a number of years regarding superannuation. More recently, we have sought advice regarding other investments. Partners in Wealth prepared plans tailored to our needs and we have always felt confident in their ability and expertise in managing our ongoing affairs. All staff are helpful and we would have no hesitation in referring Partners in Wealth to family and friends.John And Elizabeth
When we sold our business and retired, we did not know how to invest our money for retirement, We approached our St George bank who steered us to the Financial Planner, who later became the Principle of Partners in Wealth. They set up an Allocated Pension and an investment portfolio. Both Portfolios have done very well.
What we like about Partners in Wealth is that they have been completely trustworthy, and we have never had to worry about the Financial side of our Retirement.
We would recommend them to anyone.Albert and Ivy
My wife and I have been clients of Partners in Wealth for over 9 years. Through their investment strategies and sound advice they have managed to make our retirement much more comfortable.
Gary Chapman and his team have at all times treated us with utmost courtesy whilst being totally professional with regular consultations on the performance of our portfolio.
I have no hesitation in recommending Partners in Wealth to anyone who wishes to increase their wealth both before and after retirement.Kenneth and Carol