Engine Room Podcast #85 – Mathew Cassidy

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0.25 Client Care & Practice
0.25 Technical Competence
0.25 Professionalism and Ethics

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.