Considered advice.
Desired results.
Tailored for you
Financial management services and advice
Patman Planning is a full-service financial services company that is committed to excellence in managing private financial situations whilst upholding our core principles for long-term success:
- Conservatism;
- Objectivity;
- Proactivity; and
- Integrity.
No matter what your needs are, its certain we have the experience and capabilities to tailor an advice solution to suit.
You can be certain your advice always remains with your best interests at the forefront of our considerations.
At Patman Planning, we benchmark our success against your success.
07 3188 5290Why choose Patman Planning?
Expertise
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 expert advice from the one company across your whole situation.
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 – trust us, it doesn’t work and we can show you why. A proactive, insightful approach with a focus on capital preservation is what we proudly employ.
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. These changes present opportunities for us to take advantage of for your benefit.
Privately owned
We’re privately owned and as we operate on a fee for service basis, products to us are simply different tools we can use for various jobs. Having a wide range of options for us to choose from, helps us to help you.
Your personal wealth manager
Our advisers have a detailed understanding of each client’s personal and financial situation, providing 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 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.
Testimonials
Hear from our clients
Our client feedback reflects not only our passion, but our deep commitment to our clients. Hear what they have to say.
John Marshall
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.
Greg Cary
“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."
Carolyn Hauff AM
“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."
Mrs Jocelyn Henry
“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."
Major General D.B. Ferguson AM, CSC; and Mrs Sara Ferguson
“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.”
Dr Andrew Kennedy
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.
John Marshall
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.
Greg Cary
“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."