Two of Partners Wealth Group’s Advisors named in Financial Standard Power 50
Two of Partners Wealth Group’s Advisors named in Financial Standard Power 50
Partners Wealth Group (PWG), one in every of Australia’s main carriers of impartial enterprise and economic advisory offerings, have had advisors make the Financial Standard Power 50, Managing Director, Mathew Cassidy and Strategic Wealth Advisor, Laurence Poulter.
The Financial Standard Power 50 recognises the 50 maximum influential advisers withinside the usa who’re instrumental in shaping the destiny of economic recommendation.
Cassidy has labored withinside the enterprise for 25 years and turned into one of the unique founders of PWG. He turned into currently ranked 7th withinside the Barron’s Top one hundred Financial Advisors for 2021 and that is his 2nd time being named withinside the Power 50, having debuted at the listing in 2020.
Poulter has been a strategic wealth consultant with PWG for extra than eight years and is accountable for main the corporation’s NSW operations, which include the daily transport of recommendation in his position as Head of Bentleys Wealth Advisors’. This is Poulter’s first look at the listing.
PWG is devoted to empowering its group to develop withinside the enterprise and is devoted to creating a distinction withinside the discipline of wealth control.
Cassidy said: “It’s splendid to be known along Laurence as leaders withinside the enterprise. With a demonstrated music record, country wide presence and sturdy economic backing, we provide customers self assurance in securing their economic destiny, so it’s splendid to be known for our paintings.
We satisfaction ourselves on supplying excellent offerings now no longer best to our customers, however additionally for our personnel and we sense honoured to have a person of Laurence’s calibre climb the ranks withinside the enterprise and I wish to peer extra of our advisors at the listing withinside the coming years.”
Poulter said “I turned into amazed and humbled to be nominated, and the reaction I actually have acquired from my customers and co-workers has been amazing. It has clearly strengthened the fee that we supply as advisors, and the real connections we make with human beings alongside the way. I love what I do and passionately trust that absolutely included wealth and accounting recommendation can alternate lives.”
PWG is a main complete provider economic advisory corporation with places of work throughout Melbourne, Sydney and Perth supplying strategic economic recommendation, wealth creation, funding and retirement making plans, superannuation and SMSF, lending and finance, coverage, and criminal solutions.
They empower customers to free up a international of possibilities, supplying recommendation to help at each degree of life. In an an increasing number of complicated international, they offer a truthful and depended on voice, translating the technical into the simple.
About PWG
PWG is one in every of Australia’s main carriers of enterprise and economic advisory offerings for individuals, families, and enterprise owners. It has a complete suite of expert and economic offerings inside its enterprise – economic making plans and wealth control, lending, criminal, coverage and SMSF Admin and SMSF Audit. PWG’s method is to associate with accounting corporations and paintings with them to supply the first-class viable holistic wealth control recommendation to their customers. PWG began out in 2003 and has about ninety personnel throughout places of work in Melbourne, Sydney and Perth.
