Introducing Partners Private – sophisticated, wholesale investment opportunities
Through this partnership we are now pleased to introduce our clients to Partners Private - the bespoke wholesale investment arm of Partners Wealth Group.
Partners Private offers wholesale investment opportunities to high-net-worth individuals that have traditionally been reserved for investment banks, stockbrokers and family offices. Through Partners Private, individual investors are able to access specially selected unlisted opportunities at a much lower initial investment.
Partners Private was established after Partners Wealth Group began to notice a steady increase in demand for alternative investment opportunities from high net worth retail clients. Traditionally these opportunities have not been available to individual investors and have required a minimum initial investment of at least $1 million. Partners Private has opened this market up by enabling eligible investors to participate in specially sourced and screened emerging and alternative investment opportunities from as low as $100,000 for certain investments.
All potential investment opportunities are put through a robust due diligence and governance process by the Partners Private investment committee to determine their suitability before being offered to clients. They include high-quality property, equity and debt investments through partners such as Banner Asset Management, Acorn Capital, Harvest Hotels, Vantage Asset Management, Korda Mentha, Lucent and Newmark.
How to get involved
To become a Partners Private client, you need to satisfy the wholesale investor definition as outlined by ASIC:
• A gross income of $250,000 or more per annum in each of the previous two years or,
• Net assets of at least $2.5 million
You’ll need to apply online and once your eligibility is confirmed you will be welcomed to Partners Private and receive exclusive wholesale investment opportunities emailed to your inbox when they arise. These opportunities will be sent on a regular basis with no obligation to commit to each one if the timing or investment does not suit your situation or preference. This differs from a traditional Asset Manager as there are no ongoing service fees payable.
As a Partners Private client, you will also receive:
- Quarterly updates (results of past projects, specific market commentary, upcoming opportunities)
- Email communication regarding property/investment/financial news
- Invitations to property/investment seminars
If you think you are eligible and would like to register your interest or find out more information, please contact your Karaco Accountant on (03) 9836 5711 or visit partnersprivate.com.au
Read more about Partners Private...
Partners Private Pty Ltd ABN 72 134 627 375 is an authorised representative of Partners Wealth Group Advice Pty Ltd ABN 82 162 823 083 (Australian Financial Services Licence No. 483842). Partners Private Pty Ltd is a wholly owned subsidiary of Partners Wealth Group Pty Ltd ABN 17 140 105 077. This material contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Karaco Wealth, trading as Partners Retirement Planning & Investment Advisors, is a division of Partners Wealth Group and an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licensee.