How we have helped many of our clients


Nearly 4 years ago Patrick was recommended to us from our Mortgage Broker. At the start it seemed like a lot of cover but Patrick was really good at explaining each option of cover and why it would be a good idea to have it, so my husband and I got set up quickly and hassle free. Patrick would always contact us every year to make sure we were going ok and happy with his services.


It wasn’t until January 2018 that we realised how much of a fantastic job Patrick does. Something you never think will happen to us did. My husband was diagnosed with Testicular Cancer, undergoing surgery and Chemo we contacted Patrick to see how Nathan’s cover could help us. Patrick organised everything, emailing us all paperwork and contacting us regularly.


Thanks to Patrick and his team my husbands trauma cover and income protection took away all of our financial stress, enabling us to focus on recovery and our family.
No words could describe how thankful we are.


L & N, Oates (Financial Planning) Soldiers Point, NSW


After meeting with several financial advisers, we were introduced to Patrick by a friend.

We immediately felt at ease with Patrick, something that we had not experienced with the other advisers.
Patrick looked into our retirement needs and understood our situation, his advice has made us feel comfortable and confident.

Whenever we have had any concerns Patrick has responded promptly.
We have found his professional approach and ongoing advice invaluable.
We have no doubts that by placing our trust in Patrick to plot our financial course for the future, we have made the right decision.


B & L, Carmody (Financial Planning) Mount Martha, VIC


I was introduced to Patrick some two years ago and I have benefited from Patrick advice on Superannuation, Retirement and general financial guidance. He consistently delivers on his commitments.

He has provided competent and timely advice and service at a fair price, and has invested in getting to know me on my financial landscape/situation.

All the dealings with Patrick have been handled in a highly competent and professional manner and this coupled with his friendly, fun and personable attitude, has made the relationship must enjoyable
It is always a pleasure to catch up the next chapter in my life.
Thank you so much.


J, Tangney (Financial Planning) Malvern East, VIC

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