Engine Room Podcast #85 - Mathew Cassidy

Earn 0.75 CPD here: 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. Mathew Cassidy LinkedIn: Partners Wealth Group Website: General Disclaimer –

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Engine Room Podcast #85 - Mathew Cassidy is an episode from XY Adviser by Ensombl.

This episode is 44:07 long.

This episode was published on Apr 20, 2026.

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