Our Services >

Considered advice, Desired results.

Pre and Post Retirement Planning

We help you prepare for retirement by helping you to maximise end benefits and help you understand what is required to deliver the retirement you desire. Thorough retirement planning is complex and we will ensure your structure is designed to optimise long term returns, minimise taxes and maximise any government support.

Superannuation Advice

Super comes in many forms and it remains a highly attractive wealth creation vehicle. We help you understand what type of super best suits you and how to maximise the benefits of the system over time. We will help you identify the differences between industry, retail and self-managed funds so you can easily decide which is the best option for you. We are SPAA SMSF specialists which enable us to deliver complex solutions to our clients that require such advice and direction.

Wealth Management - Portfolio Reviews - Investment Advice

We believe wealth management is a consistent art, balancing reward versus risk correctly for you is essential. We are specialised wealth managers and deliver high quality solutions to our clients via direct shares, ETFs, managed funds and cash based investments.

Wealth Creation, Gearing, Cash Flow and Debt Advice

We assist our clients to maximise the potential of their cash-flow in a manner that best suits them. We specialise in strategies that can significantly reduce interest costs and we can help you budget to ensure you stay on track. We also help our client’s construct investment programs to utilise surplus funds by investing regularly or funding assets via borrowing. Whether it be shares or property we can help you invest smartly in a manner that’s most suited to you and your circumstances.

Aged Care and Social Security Advice

When the time comes where a move to aged care is required, it can be a very difficult and emotional period in your life. The financial complexities of the aged care system that need to be understood and for many this is very difficult. We are leaders in this area and have been providing advice to clients for many years. There are a number of aspects that need to be considered and an array of strategies that can be implemented to help keep costs under control and social security support at its maximum. We also can help understand your entitlements and structure your affairs to optimise these benefits.

Wealth Protection - Personal and Business Insurance

We consider the risks to your financial success and will construct a personalised strategy to ensure you, your loved ones and way of life isn’t compromised by an unforseen tragedy or illness. We can provide sound solutions at a business and personal level to ensure complete protection and peace of mind.

Strategic Financial Advice

Strategic direction and asset allocation are critical components to long term financial success. We specialise in the strategy of financial planning and believe this is the essential core requirement of any financial plan. We can and regularly offer strategic only solutions to clients that don’t want product specific advice.

Structure and Taxation Planning

Having the right structure and considerations towards long term tax is critical, we work closely with your accountant to ensure the best outcomes are achieved now and into the future. We have a thorough understanding of Trust, Company and Personal Tax laws which allows us to help the most complex of clients.

Estate Planning

Estate planning isn’t just about Will’s and Powers of Attorney’s – careful planning in retirement can have significant bearings on end Estate taxes and the outcomes for beneficiaries. We help you understand the important considerations and help you implement such strategies with your chosen legal arrangement.

OUR SERVICES

OUR SERVICES

TAILORED FINANCIAL MANAGEMENT SERVICES ADVICE AND MANAGEMENT SERVICES TO SUIT YOUR SITUATION ADD MORE TEXT ABOUT HERE.

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.