"Being able to make contact with Ed via Zoom has made communication much easier for clients such as us who do not live in Melbourne. His advice has always been considered especially in the light of international events that may be occurring."

"We have been with Ed for a number of years. He has always given us good advice. He is approachable, clear, decent and understanding."

"Ed Paterson has been our financial adviser for about 15 years. We specifically sought him out after losing touch for a year or two while he established “Paterson Retirement Planning” as his own business venture. Ed clearly explains options and reasons for investment and genuinely listens to your life situation and goals. He keeps communication lines open and has always responded quickly and helpfully to our enquiries.. While he cannot guarantee the market, he makes sure that you are comfortable with your growth and defensive ratios. He puts a high priority on the security of transactions and communications and always acts with integrity. Ed has also made suggestions regarding access to things like Seniors Health Card and setting up our estate to benefit ourselves and our children in the future. Aside from the financials Ed is very easy to talk to and strives to make you feel confident and comfortable. All of his staff and co-workers are also friendly and confident and make an effort to make you feel a valued client. I most highly recommend Ed Paterson and “Paterson Retirement Planning” financial services."

"We have been with Ed for several years. He always explains the information very clearly, so it is easy to understand. Ed is an absolute delight to deal with. I could not recommend him highly enough."

"Paterson Retirement services have been our provider for a number of years. Ed has always had our interests at the center of every advisory, planning and retirement meeting. He is skilled, knowledgeable and works from a relational frame. We have been very satisfied with the advice and direction Ed has navigated for us."

"People seeking retirement financial planning (as everyone should) and financial management when retired, would be well advised to seek the services of Plantoretire. We have been clients since the firm’s inception and continue to be impressed with their professionalism and expertise. Importantly, they have our complete trust in their people, advice and service. Our comfortable retirement circumstances are due largely to the planning, management and individual client focus provided by Plantoretire, during both regressive and booming economic times. The great trust we have in the company and its people, allow me to confidently recommend them. Consult with them once and you’ll agree."

"We have been Ed's clients for many years and found him a professional and efficient financial adviser. He is a good communicator who is able to impart his knowledge and his experience in language we understand. Ed is very quick in responding to our inquiries and our needs. We have no hesitation in recommending Ed and his team to any prospective clients."

"Ed is a fantastic communicator, and always explains our portfolio and what is going on in investments very well."

"We’ve been with Ed for a number of years and have a lot of confidence in his management and advice. Ed takes the time to clearly explain his views on the investment environment and provides proactive advice based on a strong understanding of the finance sector."

"We have always left meetings with Ed feeling that he understood our needs perfectly. His manner is reassuring. We have trust in him to do what is best for our circumstances."