MenuMaurice Patane CFP®
About Me
My focus is on freeing people from financial concern so they can live even happier and healthier lives. I’m about aligning people’s capital with their values so they can maximise their ROL (return on life) as opposed to their ROI (return on investment). My curiosity enables me to navigate through the surface based questions and help people understand the underlying question. “Am I OK?” This creates clarity and simplicity – an action plan.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 36 Years -
Licensed By Access Financial Management Pty Ltd
