Financial Advisor, Mortgage Choice in Oakleigh

A coach for your money!

Every successful person has a coach or mentor, from sports people to people in business. 

Our Financial Adviser, Patrick Jong, can work with you to help realise your financial potential and achieve your goals sooner, while making sure your lifestyle is protected along the way.  Pat's an expert in helping you get ahead and make the most of your money.

 

Why see a Financial Adviser in Oakleigh?

Patrick is a Financial Adviser (also called Financial Planner).  He has specialist knowledge and expertise and can help you build the plan you need to reach your financial goals.  This may be how to manage  and work your way out of debt, the best investments to make, or how to plan for your retirement.

 

When should I see a Financial Adviser?

There are several key life stages which can particulary benefit from financial advice, to help reach your life stage and lifelong goals.

  • First job 
  • Settling Down
  • Building a Family
  • Nearing Retirement
  • Retired

One of our happy Financial Planning clients

"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

 

Make an appointment with Pat today to get your Financial Planning started.


Contact us today.


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