Guiding individuals and families through every stage of wealth management. Assessing your complete financial landscape to deliver a clear roadmap tailored to your future.
Putting family first
Our approach
We take a deeply personal approach to private wealth. That means getting to know not just your financial picture, but the people and priorities behind it. From family structure and legacy intent to cash flow needs and risk tolerance — we build long-term strategies that reflect the life you want to lead.
And because we value independence, we’re able to offer a unique combination of strategic insight, exclusive investment access, and sophisticated tax structuring — with fewer conflicts or product pushes.
Creating legacies
Who we help
Professionals & executives
High-income earners looking to optimise their financial position, manage tax obligations and build durable, tax-efficient wealth.
Business owners
Entrepreneurs navigating both personal and business complexity — including transition, exit, and succession.
Pre-retirees & retirees
Individuals approaching or in retirement who want to ensure financial security and maintain their lifestyle.
Multi-generational families
Families seeking to grow and preserve wealth across generations while maintaining family cohesion and values.
Markets Evolve. Trust Endures.
Your client journey
Discovery & strategy
We begin with a comprehensive assessment of your current financial situation, goals, and aspirations to develop a tailored strategy.
Plan development
Our team creates a detailed financial plan addressing your specific needs, from investment strategies to estate planning.
Implement & execute
We execute your financial plan with precision, coordinating with other professionals as needed to ensure seamless integration.
Ongoing support
We provide continuous monitoring, regular reviews, and adjustments to your plan as your life circumstances and market conditions evolve.
Specific financial services
Wealth Management
Comprehensive wealth management strategies tailored to your unique financial situation, goals, and risk tolerance.
Investment Advice
Expert investment guidance across various asset classes, designed to optimize returns while managing risk.
Family Office Services
Dedicated support for high-net-worth families, including wealth coordination, succession planning, and family governance.
Superannuation
Strategic planning for retirement, including superannuation optimization and pension strategies.
Retirement
Personalised planning to help you retire with confidence, manage income, and maintain your lifestyle.
Estate & Succession Planning
Comprehensive estate planning to ensure your wealth is preserved and transferred according to your wishes.
Private Investments
Access to exclusive investment opportunities not available to the general public, including private equity and alternative investments.
INsurance
Protect your wealth and your family with tailored insurance solutions that support your broader financial and estate planning strategies.
At Market Partners, our clients also gain access to select private market opportunities — investments typically out of reach for most individuals.
Leveraging our extensive network and institutional experience, we identify and secure opportunities that align with our clients’ objectives and our own high standards.
- Private equity and co-investments
- Targeted real estate development projects
- Venture capital and early-stage growth
- Select alternative strategies
Each opportunity is thoroughly assessed by our investment committee — evaluated not just for return potential, but for its role within your broader portfolio, its alignment with your risk profile, and its long-term strategic value.
Expressions of Interest
Market Partners infrastructure is designed to make information accessible, meaningful, and actionable
Whether we’re managing your entire portfolio or executing on a single mandate, you’ll receive real-time access to performance, holdings, and transaction history — as well as dedicated reporting with insights, analysis, and commentary.
Our process
Great outcomes are never accidental. They are the product of strong governance, smart systems, and disciplined execution:
Technology that delivers clarity
We utilise best-in-class platforms to bring total transparency to your portfolio — in real time. From dynamic asset pricing to performance reporting, our technology ensures you see exactly what we see, when we see it.
Rigorous governance
Every portfolio decision is made within a clear, documented framework. We operate with policies and procedures that ensure compliance, consistency, and accountability — from asset selection to risk allocation.
Risk management that’s always aligned
From the outset, we take the time to understand what matters most to you — your goals, your risk tolerance, and your expectations. This allows us to protect capital with the same discipline we use to grow it — ensuring your strategy stays aligned with your goals, even when the market shifts.
Partnerships
Market Matters
Every Market Partners client also receives a complimentary membership of Market Matters; one of Australia's most respected sources of independent digital investment advice.
Built by Market Partners own James Gerrish, clients will receive comprehensive daily analysis, reports, charts, and data.
Every great partnership begins with a conversation.
Stay in touch
Our latest insights
FY25 Reporting Calendar
Australian reporting season officially commences on the 1st August, concluding Friday 29th August, though some companies will report outside of that window.
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FY26 Market Outlook
Markets enter FY26 near record highs, but elevated tariffs, geopolitical tensions, and uncertainty around interest rates mean investors shouldn’t get complacent.
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FY25 Review: Markets Close FY25 with Strength Despite Policy and Geopolitical Headwind
Markets closed FY25 near record highs after rebounding from an April correction. Tariff relief, resilient earnings, and easing inflation drove the recovery — but risks remain.
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What might the proposed changes to Superannuation actually mean?
The new Division 296 tax targets super balances over $3 million, applying an extra 15% tax on earnings — including unrealised gains. We break down how it works, who it affects, and the strategic decisions investors may need to consider.
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