welcome to PARTNERSHIP WEALTH

Partnering with you to realise your ambitions.

 
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Building your wealth depends upon trusted partnerships

Partnership Wealth was formed in january 2019 to provide tailored, trusted, and objective advice to high net wealth families seeking a better financial path.

Having worked together for over a decade at some of Australia’s largest advisory firms, our principal advisors sought to create a private firm that operates outside of the influence of the big banks and institutions. This enables Partnership Wealth to offer truly bespoke and personalised advice that’s tailored to your best interests.

Our expertly qualified and experienced team can assist you in reviewing your current plan and provide objective advice that ensures your financial position is focused on realising your ambitions.

Areas of expertise


Our comprehensive depth of knowledge, experience and services can help you traverse the intricacies of investing, managing and growing your wealth.

  • Strategic advice

  • Wealth creation and preservation strategies

  • Investment management

  • Structural advice / asset protection

  • Cashflow advice

  • Tax management


  • Superannuation (including SMSF)

  • Retirement planning

  • Risk management and personal insurance

  • Ethical investing

  • Estate planning


 

Achieve more in
partnership.

 
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The Team

 

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andrew white

Director / Financial Adviser

MOB: +61 411 223 219
TEL: 08 6214 0268

Bringing a highly analytical mind to the business, Andrew has been servicing high net worth clients for more than 20 years, assisting them to optimise their financial position and implement tailored strategies to help achieve identified goals. His experience comes from a depth of financial planning roles, including senior roles with Macquarie Bank and Plan B Wealth Management.

Andrew is also highly specialised in portfolio risk management, giving clients peace of mind by helping to structure their affairs in the most safeguarded way possible. He believes in operating in a team environment, where every client feels understood and treated with a personalised approach.

 

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matthew chambers

Director / Financial Adviser

MOB: +61 415 302 893
TEL:
08 6214 0267

Matthew recognises that in life, the only constant is change — using this ethos to help clients adapt to the challenges and successes of their financial journey. His experience in the financial planning sector spans over two decades, including roles at KPMG, Macquarie, and Plan B Wealth Management.

Through his seasoned expertise, and by remaining open and accessible to clients at all times, Matthew builds long-term, meaningful relationships and successful outcomes.

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Michael Harwood

Director / Financial Adviser

TEL: 08 6214 0266

Ethical Wealth Partners Website

Michael believes in the long term—both in the partnerships he builds as well as the strategic thinking he applies. With 23 years experience in financial services, including at Macquarie Bank and Plan B Wealth Management, his focus centres on helping his clients and families get organised and de-stressed, creating long-term, considered and straightforward strategies.

Michael is also highly passionate in the field of ethical investing, bringing this focus to clients who are committed to making a difference.

LinkedIn


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trent savage

Director / Financial Adviser

MOB: +61 438 457 991
TEL:
08 6214 0265

Trent knows how to untangle and simplify the complex. With a diversity of experience spanning more than 18 years, Trent has specialised in developing tailored strategies for high net worth families and sophisticated investors.

Trent has worked for both boutique advisory firms as well as larger institutions, including Macquarie Private Wealth and Plan B Wealth Management. With his experience in these roles, Trent is exceptional at identifying opportunities for his clients, as well as developing strategies for complex cases. Trent’s qualifications include a Master of Business Administration, Bachelor of Commerce, and Advanced Diploma of Financial Services. Trent has also completed the Australian Institute of Company Directors Course and is a Certified Financial Planner.

LinkedIn

 

Investments with a positive impact.

As partners in your wealth, we take it upon ourselves to ensure the advice and investments we offer include options to create prosperity for areas of need. Sustainable finances—ethical, social and environmental sense—are gaining increased attention. We recognise this by offering ethical investing strategies that promote human well-being, social equity and the protection of our environment.

 
 

Contact Us

We would be delighted to partner with you or your family. If you’d like to know more about us or are considering starting your journey with us, please get in touch via email at contact@partnershipwealth.com.au

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