There are many financial planning organisations to choose from and there are many options and financial products available to you. It can be extremely overwhelming and confusing as you struggle to work out who to trust and how to make the best decisions for yourself and your family and/or your employees financial future.

Here at Pattinson Financial Services we recognise the things that are precious to you – your family, your future, your financial security, your plans – and our aim is to help you to grow and protect them. We pride ourselves on our ability to build long term relationships with our clients by having their best interests at heart. By listening to you and providing clear, easy to understand advice, we can help provide the peace of mind that you are looking for.

10 Reasons to Choose Pattinson Financial Services

  1. We take the time to understand what you need then provide you with the help, tools and guidance to assist you to obtain to your goals.
  2. Prompt attention to your needs and clear, concise communication.
  3. We offer a complete service, from advice through to implementation and management, to claim.
  4. We practice what we preach. We take the same approach insuring our families that we take in making our recommendations to you.
  5. Specialised advice. We use our professional experience to carefully select from a wide range of products and services, working through the intricacies of the policies/products to provide appropriate advice and tailored solutions for you.
  6. Personalised local service. You don’t have to wait in call centre queues to speak to someone overseas. A member of our local friendly team will take your call and assist you with your needs.
  7. Special Offers - Through our business partners we may be able to provide access to discounts on services such as, Finance, Business Coaching, Motor Vehicle Procurement, Legal Services and Accounting advice.
  8. We are a caring, friendly, family orientated business that treats you as a person not a number.
  9. Our staff receives ongoing training. Constant improvement means better service for you.
  10. Experience counts with a combined experience exceeding 40 years with personal and corporate clients.

Pattinson Financial Services Pty Ltd ABN 17 121 851 376 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd
ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523

Tel: +61 2 8850 6888 | Fax: +61 2 8850 6407 | Toll Free 1300 466 637 | PO Box 6253 Baulkham Hills BC NSW 2153

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