“I have been very impressed and appreciative with Patrick’s Financial advice and service he has provided to enable me to re- structure my financial affairs. He has been extremely professional and diligent often going beyond his duties to ensure that my needs were met and any issues were addressed. I have no hesitation in recommending Patrick for any Financial Planning Advice.”
Happy Clients
Patrick has taken time to understand my family's financial needs and construct advice accordingly. My husband and I were very happy with his work. I would not hesitate to recommend Patrick to others.
— Ivanka NR
Although I have a good background in the superannuation Patrick was extremely helpful in navigating my wife and I through the recent changes to legislation. Patrick prepared a plan which met our needs while having the right balance of risk and caution. He followed up and ensured we were able to meet the 30 June deadline for concessional contributions. We were both very impressed with Patrick.
— Ross h
Patrick, its a pleasure having you as my adviser. You are someone I highly regard and trust, and I value everything you have done so far. Thank you for presenting my plan so clearly, and efficiently, and responding to my queries during the process. I look forward to our ongoing arrangement and keep on doing what you are doing so well, making our future better, and also making a difference to so many others seeking advice. Thank you again
— Troy p
Patrick is a great Financial Advisor. He clearly explains our financial position and opportunities for growing our wealth, without pushing products - he is very needs focused!
— Anmarie f
Patrick took the time to understand my needs and situation and provided the right advice for my situation. I would highly recommend him as a financial adviser.
— simon r
Pat was very professional and well informed about the products we discussed i had full confidence in his ability to secure my retirement strategy
— Elaine F
Patrick explains options and concepts very clearly and follows through on additional information when needed. He is very personable and relatable, and easy to work with
— Barry J
Patrick has guided us through what we thought would be a daunting process with ease and understanding. He was quickly able to explain, elaborate and answer any questions we had, and always confirmed we were comfortable before progressing further. His pleasant manner, knowledge and experience is a credit to him and is reflected in the service he provides.