2019 so far has been a year of change, growth and achievement here at Partners Private Wealth.
Our goal for 2019: “Our Journey down a more independent path would assist our clients along their Journey to Financial Freedom”
We can confidently say that this is being achieved with our service levels and client feedback at all-time highs. We continue to be humbled by the level of support and trust our clients and their families place in us from year to year – it is something that we do not take for granted.
A brief comment on markets.
In our Market update of July 2017 we noted:
“There is a lot of talk in the media that the share markets are destined for a crash. This is not our view.”
Now 2 ½ years later, markets have continued to rise and the media continues to predict a crash (eventually a market correction will come and the ‘pundits’ will claim they were right, but at what cost and missed opportunity?). We remain positive that retaining suitable allocations to growth assets and taking a long term view, markets can continue to generate solid returns for clients. Balancing appropriate allocations to defensive assets like cash, term deposits and bonds, while currently generating no real income, remains prudent to manage risk.
Partners Private Wealth website
Our new website is now live.
You can locate us @ www.partnerspw.com.au
From the Team @ Partners Private Wealth