FINANCIAL PLANNING
We collaborate with you to elevate your financial standing. By understanding your unique story and goals, we craft a strategic and comprehensive plan to guide you toward achievement.
At every milestone moment, rely on us for expert financial advice.
Unlock your financial potential, safeguard your family or business, deepen your understanding of finance and insurance, and access a seasoned team of industry professionals adept in Financial Planning, Wealth Management, Superannuation, Investment Strategy, and Insurance services.
OUR FINANCIAL SERVICES
WHAT MATTERS TO YOU, MATTERS TO US!
We’re determined to help our clients thrive and grow. We act in your best interest, providing professional, compliant and considered advice. Always.
PATS a trusted name
PATS have a long-standing reputation in accounting and finance, with over 17 years’ experience and 3 locations Australia-wide.
Customer focused
Our clients’ needs are our priority. Rest assured you always have our full attention and a strong ongoing support base behind you. Plus, we’re easy to talk to – so say hello today!
Best interests duty
We take the Best Interests Duty under the Corporations Act very seriously. We only provide advice that is appropriate and in your best interest.
Best interests duty
We take the Best Interests Duty under the Corporations Act very seriously. We only provide advice that is appropriate and in your best interest.
No lock in contracts
You don’t have to worry about being locked in – with PATS, you’re in control. Choose one-off advice or ongoing, without the hassle and inflexibility of lock-in contracts.
Competitive confidence
We’ve developed strong partnerships with a broad range of financial institutions and investment banks, meaning we’re highly competitive with access to hundreds of quality products.
HOW TO GET YOUR FINANCES TO A BETTER PLACE
Say hello!
Let’s get to know each other - usually, this is done via an initial phone call.
Complete financial planning questionnaires
to allow us to understand your position, requirements, and objectives.
It’s time to meet.
Now we’ve been introduced, we can talk about the finer details for your financial plan.
No two plans are the same.
We’ll get to work on tailoring a financial plan just for you, using our understanding of your objectives and goals, along with the market situation and our research partners.
We present our Statement of Advice to you
and go through in detail our financial planning strategy for you.
Get you there!
We implement your strategy once we receive your approval to proceed. We submit your applications and liaise with the product providers on your behalf.
Review and revise.
We’ll make contact annually to invite you for a review of your financial plan, ensuring it remains in line with your goals and objectives.
WITH OUR AFFILIATION
