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The PARTNERSHIP Program

A business relationship with PARTNERS rewards your practice in a number of ways.

Firstly our commitment is to provide your clients with the best possible advice and service. The advisers at Partners Retirement Planning & Investment Advisors are all experienced, highly qualified advisers with a commitment to service excellence.

As our name indicates there is a genuine commitment to mutually beneficial outcomes for the client, you and your practice.

The second advantage is the financial rewards you receive from a relationship with Partners. These rewards take three forms:

  1. You share in the initial advice fee
  2. You share in fees generated from the ongoing Funds Under Management and Insurance commissions.
  3. Your contribution to the growth in the PARTNERS practice is recognized through an equity participation plan

 

 

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Learn more about the Partners advce model

Partners investment approach, learn more ...

Our portfolio returns... you'll be pleasantly surprised!