Financial Advisor, Patrick Jong

Watch my short video to find out more. 
 
How can I help you?
My goal is your Financial Wellbeing – helping you set the foundations in place to support what you are trying to achieve.   I can help you with:
  • financial planning
  • wealth creation
  • investment strategies
  • personal insurances (life insurance, disability insurance)
  • superannuation
  • debt management  
 
When should I see a Financial Adviser?
There are several key life stages which can particulary benefit from financial advice:
  • First job 
  • Settling Down
  • Building a Family
  • Nearing Retirement
  • Retired
 
What my clients think...
"At a difficult stage of my life after divorce Patrick helped greatly to make sense of essential financial planning and mapping a way through. He was unfailingly helpful, responsive and honest."
- J.Burden - Brunswick East
 
Call me, let's get started! 

Contact us today.


Additional Comments? * :