Patman Planning Group evolved from Whittaker Macnaught, maintaining a commitment to excellence in managing private financial situations. With a fully fee-for-service remuneration model and a focus on tailoring advice solutions to suit individual needs, the company prides itself on always prioritizing clients’ best interests. Offering a diverse range of expertise, including property, direct shares, strategic financial planning, aged care, superannuation, and personal insurances, Patman Planning Group aims to provide integrated, quality advice across all aspects of clients’ financial situations.
The company’s approach to investing sets it apart, with a proactive and insightful strategy that emphasizes capital preservation. By benchmarking success against clients’ success and operating without the need to push proprietary products, Patman Planning Group ensures a client-centric focus. The team of personal wealth managers is dedicated to understanding each client’s unique financial situation and providing ongoing support and communication, making financial advice accessible and tailored to individual needs.
Client testimonials highlight the personalized service, ethical approach, and proactive nature of the team at Patman Planning Group. With a strong emphasis on communication, expertise, and dedication to clients’ financial well-being, the company has earned a reputation for reliable and responsible financial advice. By offering tailored financial management services and advice to suit each client’s situation, Patman Planning Group aims to provide comprehensive and beneficial financial solutions for individuals and families.