At PGP we believe the most considered position for your financial well-being can be the welcome result of both your accountant and financial advisor working closely together.
Since 2018, PGP Consulting and Partners Wealth Group have established a strong working relationship which has proudly shaped our joint venture PGP Wealth.
Our collaborative approach at PGP Wealth allows us to build a carefully considered strategy for you, enabling you to exceed your personal goals.
Our specialists have the expertise, experience and professionalism to help you navigate your financial journey through all stages of life.
Whether you are building a career, buying a home, starting a family, establishing a business, planning for retirement or looking for aged care solutions, our financial advice team can work with you every step of the way to help you grow, protect and preserve your wealth.
Our unique service offering means that we can provide our clients with a complete and holistic financial services solution. Our team is made up of a diverse and highly specialised group of experts, working in seamless integration to service our clients’ broad financial requirements.
Working in tandem with your accountant, we can cover all bases and make informed recommendations to maximise your financial health so you can reach your wealth goals sooner.
Boutique service, exceptional opportunities
Your financial journey is unique and deserves personalised, tailored service from experienced professionals that put your best interests at the forefront of every decision.
Our wealth management team exemplify exceptional client experience and give you confidence that you are in safe hands.
Our Investment Committee is integral to our Financial Planning offering and enables us to provide clients with tailored real-time investment opportunities.
For high net worth clients looking to diversify their portfolio, we have access to sophisticated, wholesale opportunities generally not accessible to retail investors.