Ed Paterson

"My wife and I have been clients of Ed Patterson for some years and during that entire time have been extremely satisfied with the advice and service he has provided and with the results thereof. Importantly, Ed has been instantly available to us at any time we have needed additional advice and guidance. He is a cheerful, personable and confidence-inspiring adviser."

"I have been a client of Ed Paterson for 15 years. Ed is an outstanding financial adviser. He is honest, trustworthy and he has achieved exceptional financial results for me over the time that we have worked together. His communication skills are excellent. Ed has become not only a trusted financial adviser to me and many of my former work colleagues but he has also become a highly valued friend. I cannot recommend his services enough."

"Ed has always looked after our interests over a long period with care and attention to detail. We have full trust in his expertise and management skills. Communication with Ed is clear, precise and focused."

"Ed is able to impart knowledge in a manner that enables an understanding of concepts that I have very little knowledge or confidence with. Use of diagrams and simple analogies help greatly to get his message across. He is always very patient and open to questioning without making me lack confidence if I need further clarity. Ed is always happy to discuss other personal matters pertaining to my financial situation that may impact decisions I make. He is positive but honest about the current financial climate and does not apply pressure when decisions are required. Staff are always helpful and willing to assist when I have needed to make contact."

"Given that it's a 7hr drive to Melbourne for us, we are very grateful to Ed that he willingly and capably arranges zoom meetings with us. We couldn't ask for better service . Ed is always willing to arrange a meeting with us within a day or so of us requesting one. He is always well prepared for meetings and we're always amazed that he anticipates what questions we have."

"Ed is the consummate professional who is knowledgeable, engaging and highly trusted. He always gives clear explanation and advice on what is in my best interest. I have been his client for 15 years and hope to continue our working relationship for many more years to come. He is interested in me as a person and what is going on in my life which helps him gauge where I am at and subsequently what might work best for me."

"Ed has been our adviser for a number of years. He has been measured, knowledgeable and receptive to our financial needs in his planning advice. Ed and his team are very efficient with all areas of administrative support and he explains his investment proposals clearly and concisely. We have received sage advice from Ed and feel confident that our retirement financial needs are being managed very well."

"Ed has been our financial adviser for many years. His expertise in financial planning enabled us to make a smooth transition from teaching careers to retirement. His ongoing commitment to positive outcomes is based on insight and understanding of financial situations and our personal requirements. We enjoy Ed’s personable approach and we greatly value his professionalism in all matters relating to retirement planning."

"Ed has always strived to make the information and advice he gives easy to understand, often with diagrams to simplify often complex information.

Ed encourages communication so he can see we understand his message. He relates information to everyday events and is always up to date with the financial markets and trends. Ed’s advice has been invaluable. We highly recommend Ed and his team."