S & H Vanvelzon
Australian Financial Planning Organistation were fantastic!They made us feel very comfortable and were approachable at all times. Patrick understood all our needs and provided us with accurate information, advice and ensured all our insurances, superannuations & financials were effective for our future.
Operating a Business
R & L Crane
The understanding we now have puts us in the perfect position to keep working and not worry about the ‘What IF’ and if we have any questions he always has the answer or he will dig until he gets an answer in writing to ensure that we have the knowledge required to make the best informative decision and with this I cannot tell you the peace of mind we now have for our future knowing that we have the best cover for us both.
Growing Your Family
My husband and I recently used Pat Dysart to review our personal insurances and make recommendations as to whether we had appropriate cover in place.Pat and his team provided a very high level of service and I would have no hesitation in recommending their services to others.
Thinking of Retirement
Patrick Dysart has been assisting my husband and I with our finances for several years. We had invested in property and required advice leading up to retirement. We have found Pat to be reliable, meticulous and insightful regarding economic and personal advancement.
Nothing is to Complex
Debbie & Darryl A
Patrick Dysart was recommended to us when enquiring via friends & colleagues for someone to help us sort out our financial situation. We had found ourselves getting closer to retirement age but with a fairly complex financial situation including a challenging investment property and a SMSF and with no idea how we were going to ever afford to retire. I was stressed to the max but Patrick, very patiently went through every detail with us, and helped us work out where we wanted to be and then put together a plan to help us get there. Pat has always made himself available to answer any questions, no matter how trivial. He has gone through every aspect of our financial situation with a fine tooth comb, with every recommendation being to help us get to where we want to be.
He has honestly been a shining light in a very difficult time for us.
We would highly recommend Patrick Dysart to anyone seeking financial advice.
The financial planner will then ask you for access to your site and talk you through how to best use this area through screen sharing enabling you to become fully aware ofour personal expenses by downloading your data from your banks.
Please note that the initial financial review and assessment of your financial situation is free of charge but costs for time and research may need to be paid by you if a personalised plan is required and ongoing monitoring to help you to achieve your financial goals is needed.