The Right Financial
Advice for You.
Patman Planning Group evolved from the restructure of QLD’s most trusted financial planning firm, Whittaker Macnaught. We are a full service financial services company that is committed to excellence in managing private financial situations whilst retaining the core principles responsible for Whittaker Macnaught’s long term success:
No matter what your needs are, its certain we have the experience and capabilities to tailor an advice solution to suit. We proudly maintain a fully fee for service remuneration model and take no volume or incentive based commissions from investments. You can be certain your advice always remains with your best interests at the forefront of our considerations.
At Patman Planning Group we benchmark our success against your success.
Why Choose PPG?
Expertise and Experience
Our expertise is diverse with clients benefiting from a complete financial solution. We have the resources to provide expert advice on property, direct shares, strategic financial planning, aged care, superannuation, personal insurances and a large array of managed investments. The benefit to you is integrated, quality advice from the one company across your whole situation.
We have been blessed to have been taught from some of the best and well known industry experts and we value their continued support and guidance. We believe long term wisdom is irreplaceable, especially with respect to finance and much respect needs to be shown to history and those that experienced such times.
The way we invest money is different to most financial planning groups. Past returns are not used in our business for future investment planning. A proactive, insightful approach with a focus on capital preservation is what we proudly employ. Asset allocations are the key drivers of long term investment outcomes, 90% in most empirical findings thus leaving only 10% to manager, style, product or stock selection.
Often the right thing to do with investments is counterintuitive to your emotional drivers, often the good and critical decisions in financial markets are very hard to rationalise for the untrained. We think the client relationship is key in this particular part of financial planning and hence strive we all to create deep and meaningful relationships with every participant of the business.
Private Ownership and Reputation
We are privately owned and not required to drive any products with our advice. As we operate on a fee for service basis on all investment structures, products to us are simply different tools we can use for different jobs. Having a wide range of options for us to choose from, helps us to help you.
Our business has seen rapid expansion on a referral basis only, doing a great job every time, going the extra mile and putting the client first have been the key ingredients and we will never deviate from these core beliefs.
We believe that being proactive in our approach to financial & investment advice and management adds value to clients. The world is and always will be changing and these changes present opportunities for us to take advantage of for your benefit. Our core belief is in asset allocation, objective based investing and risk requirement form the basis for our philosophic approach.
Personal Service and Past Results
Our advisers are personal wealth managers for their clients. They have a detailed understanding of each client’s personal and financial situation, and provide the advice, implementation and ongoing management of their client’s wealth. Our advisers are in regular contact with their clients and are highly accessible for clients to reach when they need their advice – whether it be answering a quick question or an unexpected development that requires urgent attention.
We understand the needs of our busy clientele, which is why we’re centrally located, work in with their schedule and take as much work out of their hands as possible to make their lives easier.
Our outcomes for our clients in terms of strategy, advice and return have been second to none and if you would like the history of our longer term portfolios, please don’t hesitate to ask.
“We transferred our superannuation from a large national company to the Patman Planning Group based on a strong recommendation we were given. We were exceptionally pleased with the outcome. Mr Michael Patman and his team are highly motivated and capable. We have been very impressed with the personal involvement of Michael and other members of the team. They are highly experienced and dedicated, with extensive knowledge and an honest, caring and proactive approach. The sound advice and management of all aspects of our financial affairs have been a highlight with obvious benefits. We hold this company in the highest esteem and recommend it to potential clients.”
“I have known Michael Patman as my financial advisor for about 10 years since my husband died and I was able to talk with him about my investments. He has always taken the time to explain and discuss financial affairs with me and I have been impressed with his ethical approach.
In more recent years, when I remarried, he has given considerable time and creativity to help us develop a plan which blended the two retirement plans of myself and my new husband, while keeping our money separate for passing on to our respective children in the event of a death.
He has also been more than willing to offer financial help and advice to my family members although they were not clients and has helped me with advice concerning my elderly parent in another state. The office staff also have been very cooperative and interested in helping us."
“Michael Patman has been our financial advisor and manager for 6 years. Whilst his high level of expertise and extensive knowledge are valued greatly, it is his personal interest in and commitment to us as his clients that sets him apart. He is in regular communication both through his updates, newsletters and personal emails, telephone calls and meetings- effective but not intrusive.
It is reassuring to find an advisor that is so proactive in his approach and who monitors our portfolio so efficiently. We highly recommend Michael Patman to any prospective client who needs reliable, responsible financial advice."
“Michael has done outstanding work for us. His knowledge and genuine understanding of our needs and aspirations has been magnificent. More than that, he communicates oftentimes complicated matters in a manner that allows us to become informed participants.
Michael's personalised service is as welcome as it is comforting, whilst the ethical base from which he operates generates both reassurance and respect.
I have recommended him to several close friends and they would share these sentiments."
“As part my planned exit from Whittaker Macnaught, Michael Patman started as a protégé of mine and became a work colleague and friend. Mike is knowledgeable, has great technical ability but most importantly, he is keen, energetic and reliable.
In my retirement, I am pleased to say that he is the financial adviser to me and my family."
I cannot recommend him highly enough and have developed a great relationship with him over the years based on trust and integrity. I also feel compelled to commend him on his seemingly endless patience in explaining to me, and then often again to my wife, processes which to him were probably quite straight forward but to us, not particularly financially savvy people, seemed quite complex. Overall it is the personalised nature of our contact that means he really knows our situation and his ready availability backed by his knowledge that makes him a brilliant adviser.
Dr Andrew Kennedy, Sydney
Client Newsletters & Expert Articles
Investing in 2017 and Beyond
Roger Montgomery’s insights into what 2017 holds for the investing world. An update on the state of residential property and finding value in shares that have recently suffered price falls...read more
SMSFs and the Pension Cap
A Case Study by Melanie Dunn answering some important questions surrounding the changes being made to Australia’s superannuation system...read more
Five Questions After Super Scott's Santa Surprise
Jonathan Hoyle and Diana Chan view Morrison’s super changes as a gift for financial planners – they highlight the critical issues...read more
Request a Free Consultation
To enquire about our services please submit your details here or simply call one of our friendly team.
TAILORED FINANCIAL MANAGEMENT SERVICES AND ADVICE TO SUIT YOUR SITUATION.
LEVEL 3, 190 EDWARD ST
BRISBANE QLD 4000
PO BOX 12931
GEORGE STREET POST OFFICE QLD 4003
P | (07) 3188 5290
F | (07) 3107 1672
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The information contained on this web page is for discussion purposes only, is of a factual nature and is not intended to constitute financial product advice. It does not take into considering your individual objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual needs before making a decision based on this information.
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Patman Planning Group Pty Ltd ABN 124 828 369 58 is an Authorised Representative of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.