Patrick Montgomerie

Meet Patrick – Your Trusted Financial Adviser

With a Bachelor of Business (majoring in Accounting and Finance) and a Graduate Diploma in Financial Planning, I bring a solid foundation of expertise and 5 years of experience in the financial services industry. My background in accounting and keen attention to detail allow me to deliver clear, strategic solutions as part of the Wealth Management team.

Financial advice is about more than just numbers—it's about people. I’m passionate about building strong, meaningful relationships with clients, understanding both their financial objectives and personal aspirations. My goal is to collaborate with you to create a pathway to success that aligns with your unique goals and values.

At Count, we provide holistic financial advice designed to empower you. Together, we’ll navigate the complexities of finance, creating tailored strategies that align with your unique goals. My mission is to guide you toward financial independence while simplifying the journey, ensuring you feel confident every step of the way.

Let’s work together to secure your financial future.