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Patman Planning Group
288 Edward Street, Brisbane City, Queensland, Australia
About Patman Planning Group
Welcome to Patman Planning Group, located in the heart of Brisbane City on Edward Street. We are a leading financial services company that specializes in accounting, establishment, finance, insurance agency, and overall financial planning.
Our institution, which evolved from Whittaker Macnaught, is dedicated to providing excellent financial management for individuals and businesses. We uphold the core principles that have contributed to Whittaker Macnaught's long-term success.
No matter what your financial needs may be, we have the experience and capabilities to tailor advice solutions that suit you perfectly. At Patman Planning Group, we are proud to operate on a fully fee-for-service remuneration model. We do not accept any volume or incentive-based commissions from investments, ensuring that your best interests always remain at the forefront of our considerations.
Our expertise is diverse, allowing us to offer a complete financial solution to our clients. We have the resources and knowledge to provide expert advice on property, direct shares, strategic financial planning, aged care, superannuation, personal insurances, and a wide array of managed investments. This integrated approach ensures that you receive high-quality advice from one company, covering your entire financial situation.
What sets us apart from other financial planning groups is our unique approach to investing money. We do not rely on past returns to plan for future investments, as we believe this approach is ineffective. Instead, we take a proactive and insightful approach with a focus on capital preservation. We firmly believe that being proactive in our financial and investment advice adds value to our clients' portfolios.
As a privately owned institution, we have no products of our own to promote. Our fee-for-service basis allows us to select the best tools and options to meet your specific needs. We offer a wide range of options, ensuring that we can provide the best possible financial solutions for you.
Don't just take our word for it - hear what our satisfied clients have to say. One client commends Michael Patman, our financial advisor, for his knowledge, technical ability, and commitment. Another client praises Michael's personalized service, ethical approach, and ability to communicate complex matters in an understandable manner.
We have also received positive feedback for our dedication to helping clients with their unique financial situations. Whether it's blending retirement plans, offering advice to family members, or managing superannuation, our team goes above and beyond to provide exceptional service.
If you're interested in our services, please submit your details or give our friendly team a call. We look forward to hearing from you and tailoring our financial management services to suit your specific situation.
Important information: Please note that the information provided on this webpage is for discussion purposes only and is not intended to constitute financial product advice. It's important to consider your individual objectives, financial situation, and needs before making any decisions based on this information. We recommend seeking professional advice relevant to your specific needs.
Level 7/288 Edward St, Brisbane City QLD 4000, Australia
Opening hours of Patman Planning Group
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews of Patman Planning Group
"We became clients of Patman Planning 10 years ago. When he first set up our financial planning strategy and SMSF he insisted we take out the right insurances so that we would be covered for any event. Due to our age, we were reluctant to implement the full range of insurance cover but followed his advice. A few years later this ended up being the best advice he could have given us as I had an unfortunate workplace injury and was unable to return to work. Michael and his team insured the smooth commencement of my income protection insurance payments. Michael also had the right contacts to assist in the successful pay out of a significant TPD claim which had initially been rejected by the insurer. Micheal’s advice and care over the years has been second to none. He and his team have grown our portfolio to the stage where we are now able to retire early and really enjoy our lives. If you are looking for a financial planner that will take the time to get to know you and your financial goals and come up with a comprehensive, thorough plan for your future then I could not recommend the team at Patman Planning highly enough. It was the best decision we ever made."
"Absolute champion team of people who have helped my business kick some huge financial goals! Highly recommend!!!!"
"Michael's greatest skill is the ability to deliver strong returns for his clients and he certainly has delivered for me! He is a really nice guy to deal with, friendly and trustworthy."
"Passion, knowledge and a genuine interest in achieving the best for his clients has made Mike Patman the go-to man for all matters financial. His dedication to clients, business excellence and education sets him apart. Mike’s professional, ethical and caring demeanour elicits my trust and respect, and I gladly recommend Patman Planning Group to anyone wanting to achieve better financial outcomes."
"I've known Michael Patman for well over a decade and would highly recommend Patman Planning Group for anyone seeking expert financial planning advice from a trusted firm."
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