Patrick has an unprecedented track record in the Insurance and Mortgage world. As the first ever in-house insurance specialist at the elite Macquarie Private Wealth arm of the Macquarie Bank he built the Insurance business from scratch into a highly respected and thriving unit.

Patrick has designed a unique method that engages clients through a specific and ongoing process to identify their Insurance needs. This process generates an insurance plan tightly tailored to the client’s requirements. After all no two situations are ever the same. Most importantly, it involves an ongoing relationship to ensure your Insurance plan evolves to meet your ever-changing life stages and circumstances.

At Foundation we will utilise this methodology and expertise to help individuals and businesses, protect their income and assets from sadly not uncommon events such as death, total and permanent disability, critical illness and loss of income due to accident and illness.