WHY WATTLE PARTNERS?

Much of the investment and superannuation industry is centred around managing investments for the younger generations. That is, it is tilted towards investing for growth, not income.

The ability to continue to continue saving is central to the ability to pursue growth at any cost, something utilised by advisers and industry funds alike.  And there is nothing wrong with this.

It simply doesn’t translate well to those seeking to navigate the complexities of retirement. A ‘growth at all costs’ investment strategy is fine if you have the ability to ride it out.

The challenge for retirees, however, is that once retired, you have a limited pool of capital that must last the rest of your life.

This requires a completely different approach to managing both investments and emotions, one centred on income, resilience and managing risks. 

After several decades in the industry, directors Jamie and Drew, found two things had become obvious:

1. Our skillset was best suited to providing advice solely focused on retirement.

2. There is a significant lack of information and advice solely focused on what we call ‘the Golden Years’ of retirement.

This is exacerbated by the significant size and scale of most major superannuation funds and the inability to provide truly value adding, personal advice and engagement with an ever larger member base.

Austin Donnelly

The teachings of Austin Donnelly, the grandfather of the advice industry, are the foundations on which Wattle Partners has been built. As an advocate for investor rights, we share Austin’s commitment to transparent, tailored advice, delivered in a true fee-for-service manner.

Most things about Wattle Partners, and our team, are what you would expect in any relationship, tailored advice, disciplined processes, agnostic to product and a commitment to rigorous research.

Retirement should be the best part of your life, but too often becomes a period of uncertainty and unneeded stress.

OUR HERITAGE

Wattle Partners stands out due to its heritage and experience.

Our heritage comes from being one of the first and consistently self-licensed, fee-for-service advisory firms.

Wattle Partners was originally founded by Austin Donnelly, as Donnelly Money Management in the 1970’s, and the advisory team spent many years learning his philosophies.

Austin Donnelly was once considered the number one adviser in Australia and was well known for his push for transparency into fees and investments, dedication to improving investor rights and the importance of tailoring solutions to every person.

Austin also founded the Australian Investor’s Association, which is a not-for-profit community of like-minded self-directed investors, with which Wattle Partners remains a supporter of today.

OUR NAME

The Wattle tree’s golden yellow colour aligns with Wattle Partners commitment to guiding families through ‘The Golden Years’ of their lives; retirement.

In a finance industry dominated by shades of blue, and a lack of willingness to do something different, the Wattle tree stands out.

The Wattle is also diverse, with some 1,000-recorded species, reflecting the broad range of people that come together to form our community.

The Wattle reflects our commitment to nurturing and growing our relationship with you and your family as we support you in achieving your objectives.

OUR COMMUNITY

Wattle Partners is aware of the positive impact it and its clients are able to have on the community and people around them.

It is for this reason we have submitted ourselves to an extensive due diligence process to become a certified B Corporation. B Corporations are for-profit companies certified to have met a rigorous standard of social and environmental performance, accountability and transparency.

We also advise a number of foundations, including The Greenlight Foundation, which has been a long-time supporter of the following charities assisting under-privileged children around the world: