Patrick Jong- Financial Planner
As a Fellow Chartered Practitioner (FChFP) and having worked in the Financial Services Industry for over 12 years, I've worked with many clients to navigate their way through their life stage and beyond. This has involved clients buying their first home, investing for their children or deciding to transition to retirement.
As a father, I understand the essence of family and work closely with those who are important to our clients. We strive to make sure we're setting up financial security, independence and safety for them and their families.
AR no: 000303023
CAR no: 000447156
Financial Services Guide
- Office 0402 643 893
- Open Hours
- Monday - Friday: 9:00am - 5:00pm
After hours by appointment
I can work with you and your families to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.
Even if you're pretty financially savvy, it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money – all while taking care of the grunt work!
As a Fellow Chartered Practitioner alongside an Advanced Diploma of Financial Services (Financial Planning) and over 10 years experience working as a Financial Adviser, I am well-equipped to service my clients’ financial planning needs at all life stages.
My love of financial planning stems from the ability to help families enhance their livelihood and protect them from the uncertainties in life. There's nothing like knowing you've helped someone take the necessary steps to build their wealth whilst making sure they have access to it when it really counts.
I've worked with a variety of different clientele, from mums and dads looking to protect their family to high net worth investors who want to make the most of what they've got.
No matter who they are or what stage of life they're at, I am committed to helping my clients meet their full financial potential.
It's really important you find the right Financial Adviser so give me a call on 0402 643 893 or email me on firstname.lastname@example.org to discuss how I can help.
FChFP Fellow Chartered Financial Practitioner
Advanced Diploma of Financial Services (Financial Planning)
Graduate Certificate in Applied Finance
Completing Graduate Diploma in Financial Planning (2020)
Talk to me about:
Nobody wants to think about insurance until they actually need it… but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.
Investment planning & wealth creation
I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.
Superannuation & rollover advice
Super may be designed for retirement, but it's your money and you have complete control over it today. I'll help you discover super strategies to make sure you're making the most of this valuable resource. This is inclusive of Self Managed Super Funds.
We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.
Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. As your financial adviser, my goal is to help you get more from your money, and drafting a personal cashflow management plan is the first step.
Handy tools to help manage your money
Savings made easy
Estimate how much you are spending every year on the little items, and how much you could save by finding alternatives!
Save more money
Choose your own path
How well are you covered - insurance wise - should something unexpected happen to you? Use this tool to find out.
Choose your own path
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