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In this episode, Rocksy sits down with Mathew Cassidy, Managing Director at Partners Wealth Group. They discuss Mathew’s journey from chartered accounting to building a $6B accountant‑aligned wealth management firm, the evolution of their joint venture model and multi-service offering, how they’ve used acquisitions, AI, and offshore support to scale, their innovative staff equity program, and what the future holds for sophisticated financial advice in an AI-enabled world.

Mathew Cassidy LinkedIn: https://www.linkedin.com/in/mathewcassidy/
Partners Wealth Group Website: https://www.pwg.com.au/

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