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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:

  • Conservatism;
  • Objectivity;
  • Proactivity;
  • Integrity

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.

Investment Process

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.

Proactive Approach

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.

 

Testimonials

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

MORE ARTICLES

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OUR SERVICES

OUR SERVICES

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

© Copyright Patman Planning 2017. All Rights Reserved

Important information

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.

 

Financial Wisdom Security and Privacy

www.commbank.com.au/security-privacy/general-security/privacy.html

As part of our continuing commitment to client service, the maintenance of client confidentiality and as required by law, Financial Wisdom Limited complies with the Privacy Act 1988 and as a member of the Commonwealth Bank Group of companies conforms with the Group’s Privacy Policy. For further details please refer to the Group's Privacy Policy.

 

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.