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Partners Wealth Group
Founded in 2003, Partners Wealth Group emerged from the consolidation of several advisory practices under Managing Director Mathew Cassidy. The firm operates...
Partners Wealth Group
Founded in 2003, Partners Wealth Group emerged from the consolidation of several advisory practices under Managing Director Mathew Cassidy. The firm operates from its Melbourne headquarters with additional presences in Sydney and Perth, serving Australian private clients. While the origin of its underlying client capital is not publicly disclosed, the firm positions itself as a steward for high-net-worth individuals and families navigating complex financial decisions. Partners Wealth Group deploys capital across a range of asset classes, with a noted focus on unlisted investments accessible through its Partners Private division. This wholesale and sophisticated investor platform provides exposure to private credit, Australian real estate and select secondaries opportunities, often structuring direct deal access rather than purely fund-of-funds commitments. The firm’s in-house investment committee, led by Graeme Bibby, guides portfolio construction and manager selection. Confirmed activities include the in-house origination of direct mortgage lending and the distribution of S&P/ASX-listed hybrid securities for income-oriented clients. In November 2025, Barron's ranked Mathew Cassidy as Australia's top financial advisor for the sixth consecutive year, underscoring the firm's scale within the domestic wealth management tier just below the major banks. Partners Wealth Group offers adjacent services including in-house legal solutions, mortgage broking, and aged-care financial advice, creating a vertically integrated service model. Team size is not publicly disclosed, though the repeat recognition in Barron's annual rankings implies a substantial advisor headcount relative to the Australian independent advisory market. What structurally differentiates Partners Wealth Group is its deliberate blending of a conventional financial planning enterprise with an internal private-markets investment platform. Rather than outsourcing alternative-asset access to third-party asset consultants, the firm maintains Partners Private as an in-house capability, allowing it to originate, structure, and distribute unlisted deals directly to its own advisory clients. This architecture — a multi-family-office posture layered onto a high-street advisory footprint — is uncommon in the fragmented Australian wealth market.
General information
Firm type
Multi Family Office
Year founded
2003
AUM
Undisclosed
Location
Region
Oceania
Country
Australia
City
Melbourne
Corporate office
Melbourne, Australia
Additional offices
Sydney, Australia · Perth, Australia
Principals
Mathew Cassidy
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Partners Wealth Group?
Investment strategy and portfolio decisions are guided by the firm's investment committee, with Graeme Bibby serving as the lead voice on asset allocation and market outlook. As Managing Director, Mathew Cassidy oversees the overall business but the investment team operates with its own research and due-diligence capabilities, particularly for unlisted assets sourced through the Partners Private platform.
What is Partners Private and how does it differ from the advisory business?
Partners Private is the firm's dedicated investment platform for wholesale and sophisticated investors. It provides access to unlisted assets — including private credit, direct real estate, and select private-equity-style opportunities — that sit outside the traditional listed-equity and managed-fund recommendations made through the broader financial planning arm.
Does Partners Wealth Group commit to external funds or only direct deals?
The firm blends both approaches. Through Partners Private, it originates and structures direct investments, particularly in private credit and property. It also allocates client portfolios to external managed funds and listed securities where those vehicles fit the broader asset-allocation framework set by the in-house investment committee.
What investment stages and sectors does the firm typically target?
Partners Wealth Group focuses on mature, income-producing assets rather than early-stage venture. Within unlisted investments, the emphasis is on Australian commercial real estate debt and equity, private credit opportunities such as direct mortgage lending, and select secondaries or special-situation transactions that offer yield and capital preservation characteristics suitable for its private-client base.
How is Partners Wealth Group related to its philanthropic or adjacent service vehicles?
The firm does not operate a separate philanthropic foundation publicly. Instead, it embeds estate-planning and intergenerational-wealth-transfer capabilities inside its core offering through an in-house legal solutions team. This team handles wills, powers of attorney, and superannuation trust deeds, forming a tightly integrated service rather than a legally separated philanthropic vehicle.
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