Philip Patterson
About Me
PJ is unlike most financial advisors, he approaches clients holistically, as a result he sees opportunities to help clients improve their financial position. He does this by considering the entire picture: Debt strategy, Super, Personal Insurance, Estate Planning, Investing and leaving a Legacy.
As a founder and CEO, of the industry-disrupting Intrepid Wealth, he’s helped hundreds of individuals with their wealth management, and reach the full potential of their portfolio.
His personal mantra is “be bold, be different, be a maverick!”
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 18 Years
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Licensed By Intrepid Wealth Pty Ltd