Considered advice.
Desired results.

“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."

“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."

“I have known Michael Patman as my financial advisor for over 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."

“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.”

Michael has been advising me and my wife regarding finances for almost 11 years. He was not our first financial advisor, but we definitely plan to make him our last. From our first contact he was approachable and friendly but as importantly was meticulous in his attention to detail in considering best options for us. 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. 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.

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.