I am an experienced and enthusiastic financial adviser providing financial advice to a wide range of individuals and businesses in North East Victoria and surrounding regions.
As a values based adviser, I take a holistic view of my client's financial and non financial priorities. This enables me to provide highly personalised and meaningful advice based on what's important to them and what they aspire to achieve in life.
This approach leads to long term ongoing relationships with my clients, built on trust, mutual respect and a shared desire to see them lead happy, full-filling lives.
I have obtained both undergraduate and post graduate qualifications as well as several specialist accreditations in financial advice.
I have extensive experience and skill advising on superannuation (industry, retail and SMSF) including pre and post retirement income streams, personal risk insurance, asset protection, cashflow and debt management, aged care advice, estate planning and non super wealth creation.
Our business, RetireInvest Wodonga, Wangaratta & Benalla is highly respected in our community.
The majority of our new clients come from existing client referrals and referrals from our professional business networks.
Within our licensee RI Advice (winner of Core Data's 2015 advisory group of the year) we have been a top ten practice since 2012 and winners of the 2012 Practice of the year and 2012 Proprietor of the year.
I charge an agreed upon flat fee for initial and ongoing advice (if required) based on the level and complexity of the advice involved. I do not charge any asset based fees or receive any commissions or other payments from investment product providers.
Patrick is amazing. He has offered life changing advice and service. He is professional, has incredible knowledge, explains financial issues very clearly, is in contact as soon as requested, I am so fortunate to have him looking after me. Strongly recommend ??% and more *****
I feel very confident the advice given by Patrick is right for our needs. Patrick has been our adviser for nearly 10 years. We are very happy with the advice and care he provides.
Patrick has been very accommodating to all our needs. He takes the time to understand our objectives and goals. He is concise and passionate about his work; and from this he has been able to deliver the outcomes we have required. Patrick is very personable, approachable and non-confrontational in his interactions. His genuine and honest attributes are clear from the onset; and this is what ensures us that Patrick is providing us with the right advise. I can highly recommend Patrick to anyone interested in investing or insurances.
Pat is not only friendly, he is very approachable. He has taken the stress out of ensuring my wife and I have the correct insurance(s) in place. Pat, also, provides clear, informed advice when it comes to the Super structure that best suits our family goals.
My wife and I are both enjoying our retirement, and since 2012, Pat has been helping us manage our financial affairs. His ability to listen to our needs and present all the options available has ensured that we have felt fully involved in all decision making. This, and his extensive knowledge, has made us confident that we can trust him to always put our interests foremost. This has lead to peace of mind that our financial affairs are in safe hands
- Adviser status Gold
- Number of reviews 7
- First year providing advice 2008
- Years of experience 14
- Graduate Certificate in Business Management
Templeton Advice Group33 Stanley St
Wodonga, VIC 3690
- 9:00am – 5:00pm Monday – Friday
Templeton Advice Group