Patrick Quan

Patrick came highly recommended from a colleague, and I have been thus far very satisfied due to his broad experience and extensive knowledge to find the best solution for my financial needs.

And he has gone above and beyond to get not only the most savings for me with his proactive approach but also life skills too!

He is open, friendly and approachable and helpful which makes it easy to work with him. He has a genuine passion for helping his customers, in making a difference to their financial needs.

Thank you for all your help Patrick, it’s very much appreciated.

Patrick is very approachable and addresses any concerns or queries in professional and caring manner. I would highly recommend.

Patrick has been proactive, professional and impromptu right from day one. His knowledge on subject matter and work ethics puts the clients at ease of financial worries. He devises strategies on how to maximise returns on insurance policies, superannuation, tax savings whilst investing in other fund. He explains those in simple steps towards financial growth. I have had 2 previous financial advisers who didn't quite offer the same level of service and follow ups as Patrick. It appeared their advice was more in favour of them as opposed to the client. He takes extra effort in catering to clients needs. Not only did he arrange for multiple online meetings but was also available on WhatsApp literally round the clock to answer any questions or concerns I had, he also went an extra mile by visiting me in Canberra, all the way from Sydney, for me to feel comfortable and restored that I'm in capable hands. This is beyond my expectations. He is genuine and transparent which is what, we as clients, expect from the advisers. He was recommended by someone and I'm glad I'm onboard with him.

Patrick came and sat down with my husband and I at a time of great stress for us and was able to break down and explain to us where we sat financially. Patrick made both my husband and I feel very at ease and no question was too silly for him to explain. Patrick helped with budgeting, super, retirement and insurances and left with us feeling confident that all our concerns and needs were met.