welcome to PARTNERSHIP WEALTH

Partnering with you to realise your ambitions.

 
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Building your wealth depends upon trusted partnerships

Partnership Wealth was formed in january 2019 to provide tailored, trusted, and objective advice to high net wealth families seeking a better financial path.

Having worked together for over a decade at some of Australia’s largest advisory firms, our principal advisors sought to create a private firm that operates outside of the influence of the big banks and institutions. This enables Partnership Wealth to offer truly bespoke and personalised advice that’s tailored to your best interests.

Our expertly qualified and experienced team can assist you in reviewing your current plan and provide objective advice that ensures your financial position is focused on realising your ambitions.

Areas of expertise


Our comprehensive depth of knowledge, experience and services can help you traverse the intricacies of investing, managing and growing your wealth.

  • Strategic advice

  • Wealth creation and preservation strategies

  • Investment management

  • Structural advice / asset protection

  • Cashflow advice

  • Tax management


  • Superannuation (including SMSF)

  • Retirement planning

  • Risk management and personal insurance

  • Ethical investing

  • Estate planning


 

Achieve more in
partnership.

 
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The Team

 

matthew chambers

Director / Financial Adviser

MOB: +61 415 302 893
TEL:
08 6214 0267

Matthew recognises that in life, the only constant is change — using this ethos to help clients adapt to the challenges and successes of their financial journey. His experience in the financial planning sector spans over two decades, including roles at KPMG, Macquarie, and Plan B Wealth Management.

Through his seasoned expertise, and by remaining open and accessible to clients at all times, Matthew builds long-term, meaningful relationships and successful outcomes.

LinkedIn


trent savage

Director / Financial Adviser

MOB: +61 438 457 991
TEL:
08 6214 0265

Trent knows how to untangle and simplify the complex. With a diversity of experience spanning 20 years, Trent has specialised in developing tailored strategies for high net worth families and sophisticated investors.

Trent has worked for both boutique advisory firms as well as larger institutions, including Macquarie Private Wealth and Plan B Wealth Management. With his experience in these roles, Trent is exceptional at identifying opportunities for his clients, as well as developing strategies for complex cases. Trent’s qualifications include a Master of Business Administration, Bachelor of Commerce, and Advanced Diploma of Financial Services. Trent has also completed the Australian Institute of Company Directors Course and is a Certified Financial Planner.

LinkedIn

 

Stephen Padbury

Director / Financial Adviser

MOB: +61 402 451 933
TEL: 08 6119 8160

Steve is a highly accomplished financial adviser with a broad wealth of experience and knowledge having spent 23 years with Macquarie, where he rose to become a Division Director. He has helped guide clients through the Tech Wreck, the GFC and more recently Covid with his practical advice and insights to provide peace of mind for their financial well-being.

Steve couples his extensive investment know-how with excellent technical awareness of appropriate strategies for high-net worth families and their often complex requirements and is able to do this in a straightforward, easy to understand way with individually tailored solutions.

Steve believes in combining the best elements of a large investment firm with the flexibility of a boutique business to provide high levels of client service and the personal connection that he has established with his many long-term clients.

LinkedIn


Declan Thomas

Financial Adviser

MOB: +61 425 731 069
TEL: 08 6214 0265

Declan understands that your money and investments are only relevant in the context of what you really want out of your life. It is uncovering your true purpose and objectives, then aligning your money with this to ensure you live your best life, on your terms.

Born and raised in Perth, Western Australia, he commenced his career in financial advice over a decade ago with a double degree in accounting and finance from The University of Western Australia. He has since continued his professional studies with an Advanced Diploma in Financial Planning and the coveted Certified Financial Planner (CFP) designation through the Financial Advice Association of Australia. Prior to joining Partnership Wealth Declan has experience in advice roles at Macquarie Private Wealth, and two boutique advisory firms.

He thoroughly enjoys supporting his clients as they navigate through life’s major transitions.  With a passion for managing and explaining complexity, Declan works closely with you and your family through changes in your life and investment markets, ensuring you always feel in control and supported with a trusted professional by your side.

LinkedIn

 

Chris Carrodus

Investment Committee Member 

Chris has deep expertise across capital markets, focusing on multi-asset portfolio construction, asset allocation and alternative investments. Chris has extensive experience working with advice businesses, family offices and foundations on investment strategy, portfolio construction, and ongoing portfolio management.

Chris has gained over 18 years of experience in investment and wealth management, working in investment strategy, advice, business development, and legal roles in the UK and Australia.

Chris began his career as a financial services M&A lawyer before transitioning into investment management with leading global fund manager BlackRock. In the 12 years at BlackRock and in their London and Melbourne offices, Chris held a variety of roles covering product development, multi-asset investment strategy, alternative investment strategy, and business development.

Chris is a CFA charter holder and has a Bachelor of Law and a Bachelor of Commerce from Deakin University.


Neil Murchie

Investment Committee Member

Neil has worked in financial services in Australia for more than 20 years, including over a decade in domestic equities.  His experience spans institutional funds management, equities research, debt capital markets and treasury.

With a background in consulting and banking, Neil was a Senior Analyst at Citigroup, where he covered Banks and Small-Cap Industrials, before spending 10 years with Australian Foundation Investment Company as a Senior Investment Analyst.  During this time, he was involved with four separate portfolios, with market-wide sector coverage.

Most recently Neil was Chief Investment Officer and a member of the executive leadership team at non-bank mortgage lender Athena Home Loans.  In this role he was responsible for the establishment and optimisation of the Group’s debt funding facilities, including oversight of all senior and mezzanine financier relationships.

Prior to entering investment markets Neil spent several years with global strategy boutique, Corporate Value Associates, and National Australia Bank.

Neil holds a Bachelor of Engineering (Chemical), and a Bachelor of Commerce from Monash University. He also holds a Master of Applied Finance from Macquarie University.

 
 

Investments with a positive impact.

As partners in your wealth, we take it upon ourselves to ensure the advice and investments we offer include options to create prosperity for areas of need. Sustainable finances—ethical, social and environmental sense—are gaining increased attention. We recognise this by offering ethical investing strategies that promote human well-being, social equity and the protection of our environment.

 
 

Contact Us

We would be delighted to partner with you or your family. If you’d like to know more about us or are considering starting your journey with us, please get in touch via email at contact@partnershipwealth.com.au

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