YOU, YOUR FAMILY, YOUR ASSETS
Wattle Partners is a family-owned investment and financial advisory firm.
Our purpose is to inform and empower our clients through independent advice allowing them to concentrate on what they value. Whether this is spending time with their families, travelling or progressing in their own careers, we use our experience to make things easier for you.
We empower people to concentrate on what they value by ensuring you are at the core of our philosophy. This starts with our logo, which represents the intersection of the three most important things in your life:
YOU and what you value
YOUR FAMILY and the reasons you do what you do
YOUR ASSETS and what they allow you to do
THE BENEFITS OF PARTNERING
WITH WATTLE PARTNERS.
Do you feel like you are being sold a product rather than receiving advice? Are you tired of waiting days for your calls to be returned? Does your adviser even remember your name? Does it seem like you getting an off the shelf product or advice? Unfortunately, the answers to each of these questions is commonly ‘yes’.
Wattle Partners are the complete opposite. We take personal responsibility for your capital. We put our differences down to being:
Independent | Experienced | Available | Transparent | Innovative
PROTECT WHAT YOU VALUE
STAY ON TRACK
BENEFIT FROM EXPERIENCE
Wattle Partner’s history spans several decades. Our origins come from financial planning doyen Austin Donnelly’s original firm, Donnelly Money Management. Austin was a founder of the independent financial advice industry and a vocal opponent of the conflicted, commission based nature of financial advice that continues today. Each of our partners spent substantial time in Austin’s business and continue to implement his principles of transparent, tailored and fixed fee advice.
Our clients are diverse, but typically sourced from existing clients or professionals. We seek to partner with like-minded people who appreciate the value of professional advice.
WHAT WE DO
We provide advice across the entire spectrum of finance and investing, with specific expertise in SMSF's, portfolio construction, direct share and managed fund investing.
HOW WE DO IT
We offer a comprehensive, ongoing portfolio management service. It includes the administration, construction, management, reporting and implementation roles.
Our team is dedicated and experienced, offering unprecedented access and support. Located in Melbourne but travel regularly across Australia to meet new and existing clients.
If you have a question, we would love to hear from you.