90 Reviews

Patrick Quan

First Choice Wealth Management

Gold

25 Yrs Experience

Moorebank, NSW 2170

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Patrick Quan

100% Mobile Advisor - available after hours & weekends

Financial Advisor / Financial Mentor / Financial Coach / Financial Bodyguard

(M) +61422 116203

(E) patrick@fcwm.com.au

I have been providing Financial Advice and serving my local community since the year 2000.

We believe it takes a "Small Family Business to look after yours."

I am proud to say I still have my very first client.

I service the Liverpool - St George area + valued clients in Penrith, Blue Mountains, South Coast, Central Coast, Brisbane, Bowral, Canberra and everything in between :)

Our first meeting is at my cost, as I believe it is important to ensure we are a right fit and that we can work well together in long term.

(M) +61422 116203

(E) patrick@fcwm.com.au

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Redundancy
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

I am proud to say that I still manage and care for my very first client from the year 2000. I have built and run my business with a Small Family Business flavor. The first meeting is at my cost, with no obligation. It is important for all parties to feel we can work together for the long term.

5.00 June 2025

Super impressed with how quickly Patrick was able to analyse our financial situation and come up with a strategy that will ensure financial comfort for my husband and I as we head into retirement. With EOFY cut off dates fast approaching, he was like a dog with a bone working to get us maximum returns. In less than 3 weeks, phase one is all in place. His knowledge is exceptional and his ability to explain the strategy in simple terms was greatly appreciated by us both.

Thanks Pat!

5.00 June 2025

Helped set up a highly geared superfund strategy & more comprehensive insurance coverage.

Provided tailored advice for my financial needs.

5.00 June 2025

Patrick has been helping us with our finances and presenting excellent strategies year after year that have always reaped the rewards putting us in a better financial position. His work on our plans is exemplary and extensive, his knowledge in how to get the best financial outcomes for us is commendable and we would highly recommend Patrick’s services.

5.00 April 2025

Patrick has been my financial adviser for over 10 years now. He has also been financial adviser for my family members for many years. He has always been available to answer any questions I have and explains things in a manner that is easy to understand. I have no doubt that Patrick has my best interests at heart in prioritising both my long term and immediate financial needs. I would not hesitate to recommend Patrick to anyone requiring financial assistance and advice.

5.00 April 2025

My husband and I have been clients of Patrick for over 10 years, and we highly recommend his services. He makes everything so easy in many ways—whether it's meeting us after hours at home or explaining things in a straightforward manner. Patrick takes the time to provide examples and educate us along the way. He understands that everyone has different comfort levels when it comes to long-term investments. He helped me transition from a very conservative approach with my superannuation to a more comfortable stage, aiming for higher returns. His guidance has given us confidence, even saving us money on insurance premiums. Recently, after I was made redundant, Patrick helped me develop a strategy to make the most of my super and tax funds, ensuring I’m in the best possible position moving forward.