Patman Planning Group

Looking after me for years am now retired with confidence
Aug 30th, 2021

Passion, knowledge and a genuine interest in achieving the best for his clients has made Mike Patman the go-to man for all matters financial. His dedication to clients, business excellence and education sets him apart. Mikes professional, ethical and caring demeanour elicits my trust and respect, and I gladly recommend Patman Planning Group to anyone wanting to achieve better financial outcomes.
Dec 15th, 2020

Absolute champion team of people who have helped my business kick some huge financial goals! Highly recommend!!!!
Nov 17th, 2020

I've known Michael Patman for well over a decade and would highly recommend Patman Planning Group for anyone seeking expert financial planning advice from a trusted firm.
Aug 14th, 2020

We became clients of Patman Planning 10 years ago. When he first set up our financial planning strategy and SMSF he insisted we take out the right insurances so that we would be covered for any event. Due to our age we were reluctant to implement the full range of insurance cover, but followed his advise. A few years later this ended up being the best advise he could have given us as I had an unfortunate workplace injury and was unable to return to work. Michael and his team insured the smooth commencement of my income protection insurance payments. Michael also had the right contacts to assist in the successful pay out of a significant TPD claim which had initially been rejected by the insurer. Micheals advise and care over the years has been second to none. He and his team have grown our portfolio to the stage where we are now able to retire early and really enjoy our lives. If you are looking for a financial planner that will take the time to get to know you and your financial goals and come up with a comprehensive, thorough plan for your future then I could not recommend the team at Patman Planning highly enough. It was the best decision we ever made.
Dec 17th, 2022