Partners Wealth Group

21/05/2026

According to The Australian Financial Review (2025), the next generation of women may be responsible for an unprecedented share of Australia’s wealth, and the financial decisions they make today will compound across their lifetimes. Money conversations with adult daughters matter more than ever - are your daughters prepared to manage and grow the wealth you've built?

Read the full article here: https://www.pwg.com.au/news-stories/2026/why-money-conversations-with-adult-daughters-matter-more-than-ever %20?utm_source=linkedin&utm_medium=organic_social&utm_campaign=&utm_content=article_wealth

14/05/2026

The 2026-27 Federal Budget introduces significant changes from a wealth-building perspective, with some measures starting as early as 1 July 2026.

Read our detailed overview outlining what these changes could mean for you.

https://cms.pwg.com.au/media/evcfq0pt/v14-2026-27-federal-budget-pwg.html

21/04/2026

From chartered accounting to multiple billions in assets under advice, our Managing Director, Mathew Cassidy, joined Andrew Rocks on Ensombl's Engine Room Podcast to share how Partners Wealth Group has scaled through acquisitions, AI, offshore support, and an innovative staff equity model.

Listen to the podcast here → https://ensombl.com/podcasts/engine85/

08/04/2026

Paying off a home loan is often a top priority but is that money working as hard as it can?

Financial Advisor Leandro Bonin explains what debt recycling is and how it may be used as a tax-efficient strategy.

Read the full article here: https://www.pwg.com.au/news-stories/2026/good-debt-bad-debt-and-debt-that-can-work-overtime

02/04/2026

Gold on home soil. What a team.
We love looking back on moments like this, a 1–0 final won in the dying minutes in front of a Melbourne crowd. The 2006 Hockeyroos were something special.

Proud to be Hockey Australia's Official Alumni Partner and to help keep these stories alive.

01/04/2026

"To me, it's not business. It's just simply that you care, and your intent is to try to make people's lives better."

23 years. Multi-billions of dollars in assets under advice. And it still comes down to building strong relationships.

Mathew Cassidy - ranked #1 on Barron's Top 150 Adviser List in Australia - joins Chris Freeman on the Barron's Australia podcast to share what's really driven Partners Wealth Group's growth.

Listen now ➜ https://www.barrons.com/podcasts/barrons-adviser-australia/mathew-cassidy-how-barrons-no-1-ranked-adviser-reached-the-top/E95439EB-C110-4C05-8630-980DAB43DE59

29/03/2026

At Partners Wealth Group, we believe in recognising the journeys that shape greatness, and Sharon Buchanan's story is one of the finest. Four Olympics. A gold medal. 186 international caps. And a leadership legacy that continues to inspire.

We're honoured to stand alongside Hockey Australia as their Official Alumni Partner, and to help celebrate the remarkable individuals who have given so much to this great sport.

On this day, 45 years ago, Sharon Buchanan OAM made her Hockeyroos debut 🇦🇺🏑

Affectionately known as ‘Bucky’, Sharon Buchanan is one of Australia’s most decorated and respected hockey players. Born in Busselton, WA, she rose from a standout junior to become the 285th Hockeyroo in March 1981, going on to be selected for four Olympic Games, including the historic gold medal win in Seoul in 1988.

A gifted midfielder renowned for her vision and skill, Sharon captained the Hockeyroos from 1989–1993, was named in the World XI three times, and finished her career with 186 international caps and 57 goals. She also claimed medals at four World Cups and four Champions Trophies, earning Player of the Tournament honours in 1991.

Inducted into the Sport Australia Hall of Fame and Hockey Australia Hall of Fame, Sharon Buchanan remains a true legend of the game.

Proudly supported by Partners Wealth Group, Hockey Australia's Official Alumni Partner.

25/03/2026

Nothing beats a Social Club event with lawn bowls & a BBQ! ☀️

Friendly competition, great food, and even better company - a perfect way to round out the week.

13/03/2026

Our very own Elisa Simpson has been named a finalist for Financial Planner of the Year (VIC) at the Women in Wealth Awards 2026!

Elisa’s nomination reflects the impact she’s making across the profession. From mentoring junior colleagues and supporting women navigating the financial planning industry, to delivering expert advice to clients with complex financial needs, Elisa is consistently making a difference while helping reshape what leadership looks like within financial services.

We’re incredibly proud of this well-deserved recognition and wish you the very best of luck for the gala dinner in Sydney this June 🤞

10/03/2026

Late last year, we welcomed Victorian-based Dunne+Goldman to the Partners Wealth Group team.

A warm welcome to Hakeem Ashraf, Andrew Hall, Neal Dunne, Anna Minas and Jed Gleeson (not pictured) - your expertise strengthens our team and enhances the value we deliver to our clients.

We’re looking forward to what we can achieve together.