The importance of wealth management for clients

On the back of top 10 ranking in the Barron’s top 100 advisers for 2021, Partners Wealth Group (PWG) managing director Mathew Cassidy joins the podcast to discuss the achievement and the history of the business.

Mr Cassidy also shares his tips on working with clients, building their portfolio and showing them the importance and benefits of wealth management.

For more on affordable advice strategies, be sure to check out the ifa Future Forum taking place at the Four Seasons Sydney on 8 October.

Click here to learn more about the ifa Future Forum and register your interest