Philip Patterson

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
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Intrepid Wealth Pty Ltd