Since 2009, Patrick has been helping individuals, families, and business owners make confident decisions about their financial future. He works closely with clients to understand their goals and values, providing clear advice to support their long-term financial wellbeing.
Patrick specialises in developing wealth strategies for high-net-worth clients, covering areas such as retirement planning, investment strategy, tax planning, and personal insurance. He takes the time to have meaningful conversations about what matters most, then builds financial strategies designed to support the lifestyle they want now and into the future.
Patrick values long-term relationships and sees his role as a trusted partner in his clients’ financial journey. His approach is thoughtful and collaborative, ensuring clients feel informed, comfortable, and confident in the decisions they make.
Outside of work, Patrick is a passionate sports fan. He enjoys following a wide range of sports, regularly attends cricket matches to support his local junior side - CYMS, and is a loyal West Tigers supporter.
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