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.
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.
With my last adviser I found myself nodding along but not understanding. Patrick couldn’t be more different. He explained the strategies and the plan we are going to take very clear leaving me satisfied I’ve made the right decisions.
My experience with Patrick has been excellent from the very first point of contact. His attention to detail is amazing and his explanations are very thorough and easy to understand. I look forward to working with Patrick for many years to come and wouldn't hesitate to recommend him to family and friends.
Thank you to Patrick for being flexible, efficient, knowledgeable and great to deal with. Appreciate all of your help and looking forward to continuing to seek your advice and guidance for the future.
I am a new client working with Patrick to better understand my financial situation in order to set myself up for the future. Patrick has taken the time to review my current standings and provide professional easy to digest information in a way that is easily understood allowing me to make an educated and informed decision with the guidance and expertise in the industry that he brings. Patrick is relatable and I feel confident that the advice he provides whilst specific to my personal situation he wouldn't not recommend something he wouldn't do himself and that instills trust and confidence he is pointing me in the right direction. I look forward to working together in the future as i head toward my goals and planned outcomes.
Patrick has been my financial planner for 16 years and has always given me great advice . we have become good friends and he also is looking after my mum,s financial affairs in her old age as well as my sister . he makes himself available to see me at my most convenient time and invites me to functions such as state of origin football . Patrick was more than helpful in my transition to retirement and my superannuation is in an extremely healthy state . my returns in 16 years has seen incredible growth .i am indebted to him as he goes above and beyond what he is required to do . regards Peter.
- Adviser status Gold
- Number of reviews 76
- First year providing advice 2000
- Years of experience 23
- Diploma of Financial Services
First Choice Wealth Management38 Renton Ave
Moorebank, NSW 2170
- 10:00am – 4:00pm Saturday
- 9:00am – 7:00pm Monday – Friday
- In person
- Video call
First Choice Wealth Group Pty Ltd