The Right Financial Advice for You.
Patman Planning Group evolved from Whittaker Macnaught. We are a full service financial services company that is committed to excellence in managing private financial situations whilst retaining the core principles responsible for Whittaker Macnaught’s long term success:
- Conservatism;
- Objectivity;
- Proactivity;
- Integrity;
No matter what your needs are, its certain we have the experience and capabilities to tailor an advice solution to suit. We proudly maintain a fully fee for service remuneration model and take no volume or incentive based commissions from investments. You can be certain your advice always remains with your best interests at the forefront of our considerations.
At Patman Planning Group we benchmark our success against your success.
Why Choose PPG?
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, quality 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 and these changes present opportunities for us to take advantage of for your benefit.
Private Ownership
We’re privately owned with none of our own products we need to push. As we operate on a fee for service basis, products to us are simply different tools we can use for different jobs. Having a wide range of options for us to choose from, helps us to help you.
Personal Service
Our advisers are personal wealth managers for their clients. They have a detailed understanding of each client’s personal and financial situation, and provide the 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 their 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
Request A Free Consultation
To enquire about our services please submit your details here or simply call one of our friendly team.
TAILORED FINANCIAL MANAGEMENT SERVICES AND ADVICE TO SUIT YOUR SITUATION.
OUR SERVICES
CONTACT US
LEVEL 7, 288 EDWARD ST
BRISBANE QLD 4000
PO BOX 12931
GEORGE STREET POST OFFICE QLD 4003
P | (07) 3188 5290
F | (07) 3107 1672
© Copyright Patman Planning 2019. All Rights Reserved
Important information
The information contained on this web page is for discussion purposes only, is of a factual nature and is not intended to constitute financial product advice. It does not take into considering your individual objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual needs before making a decision based on this information.
PATMAN PLANNING GROUP PTY LTD ABN 124 828 369 58, AUTHORISED REPRESENTATIVE NO 440962 OF HUNTER GREEN PTY LTD, AUSTRALIAN FINANCIAL SERVICES LICENCE 225962
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