Patrick Quan

First Choice Wealth Management

Gold

24 Yrs Experience

Moorebank, NSW 2170

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We are a small family business. I have been providing Financial Advice and serving my local community since the year 2000.

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

I am a Mobile Adviser and offer flexible appointment days and times, including evenings + weekends.

We can meet at your home, work or a local cafe.

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 together long term.

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

I am proud to say that I still manage an care for my very first client from the year 2000. I have built and run my business with a Small Family Business flavor. We provide double the levels of service required and mandated by law. 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 April 2024

We were referred to Patrick when retiring 2 years ago by a friend who has had Patrick looking after her finances for nearly 20 years.

We find Patrick very knowledgeable and very approachable. With his expert guidance our investments have continued to grow.

I highly recommend Patrick’s excellent services.

5.00 April 2024

Patrick has been advising my Husband and I for over ten years now. We have regular six monthly discussions, with an annual financial health review. Patrick communicates in a no nonsense and simplistic way to educate us on why we should be managing things a certain way. We trust that Patrick will guide us and protect our interests as if they were his own. Very approachable, willing to answer questions and makes it so easy visiting us at home. Highly recommended!

5.00 March 2024

With Patrick Quan's expert guidance and unwavering professionalism, my financial portfolio has exceeded all of my expectations over the past ten months. I am grateful for his sound advice, which has given me complete peace of mind regarding my financial future. I highly recommend Patrick's exceptional services to anyone seeking financial stability.

5.00 February 2024

Patrick is always bright and ready to share his broad knowledge with enthusiasm and good cheer. He is always optimistic and generous with his knowledge and expertise. He works hard to be prepared and stay ahead of the game and we extremely satisfied with the results he has achieved for us. I am confident he has the integrity and intelligence to maintain the high standard we have learned to expect in all aspects of financial management.

5.00 February 2024

I have been with Patrick for about 10 years, he provided excellent financial advice to me when I needed it most after my wife passed away, and recently with a life changing health matter for me.

I found Patrick to be very approachable, and knowledgeable about the financial matters that relate to me. Patrick is very honest and forward, and always expresses his concerns even when it is about a sensitive financial matter.

I always found Patrick easy to contact, and if I cannot get him immediately, he will always return my calls.