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Strategic Partnership Program

The Strategic Partnership Program is a Comprehensive Wealth Management Process. It is tailored to fit your life, providing you with confidence through perspective and vision, enabling growth both personally and financially.

By gaining an understanding of you as an individual, drawing particular attention to your goals, your family, your surrounding community and assisting in providing clarity and perspective of your 'true' goals, we are able to adjust your financial footing to support what you really want out of life. Our support encompasses a project management co-ordination role, of skilled professionals within the required financial disciplines.

PT Wealth Solutions is a boutique financial planning business providing holistic advice. The purpose of the Strategic Partnership Program is to enable PT Wealth Solutions to act as the Family Chief Financial Officer, providing advice, recommendations and co-ordinating other professionals to help achieve your goals and objectives, focusing on;

  • Wealth creation
  • Superannuation and retirement planning
  • Asset protection and structures
  • Risk management
  • Finance and debt management

As the "Family CFO", Tony and his team would sit alongside you, guiding and make smart choices in relation to your overall financial affairs.

Partnership Graph